Managing Director

Fifth Third Bank

FTWA Managing Director for Fifth Third Bank acting as the primary contact for high net worth clients. Managing business development and client relationships to drive revenue growth.

Posted 6/17/2026full-timeRemote • Kansas • 🇺🇸 United StatesLead💰 $121,900 - $262,100 per yearWebsite

About the role

Key responsibilities & impact

Acts as the primary contact for a designated group of clients and prospects
Responsible and accountable for risk by openly exchanging ideas and opinions
Elevates concerns and follows policies and procedures as defined
Accountable for always doing the right thing for customers and colleagues
Achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types
Responsible for business development identifying, qualification and prospecting qualified fiduciary and investment management clients for the firm
Identifies and cultivates lead sources and networking opportunities
Creates and maintains a contact database and an active pipeline for qualified prospects
Responsible for net AUM and revenue growth
Initiates and directs the preparation of marketing and presentation materials
Serves as the primary client-facing professional for assigned relationships
Works with team members to develop and maintain appropriate asset allocations and relationship strategies
Develops customized investment solutions as necessary to expand client relationships
Has ultimate responsibility for each client’s experience.

Requirements

What you’ll need

Minimum of 10 years' experience in financial services
Responsible for a defined book of business
Pipeline building skills
Prospecting for new relationships
Sales and client retention experience
Experience managing an extensive high net worth client book of business over $1M in annual revenue
Possess a thorough understanding of markets and investments
Excellent verbal and written communication skills
Strong organizational skills
Proficient at multi-tasking and meeting client deadlines
Extensive knowledge of the firm’s products and services
Maintain and leverage relationships with Centers of Influence
Demonstrated ability to work as a member of a team
Proven time management skills
Series 65 license, 66 license or a qualifying designation (CFA, CFP, ChFC, CIC, PFS) required.
Some travel associated with client and prospect management may be necessary.

Benefits

Comp & perks

Comprehensive benefits
Differentiated compensation offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

pipeline buildingprospectingclient retentioninvestment managementrisk managementasset allocationcustomized investment solutionsfinancial services experiencehigh net worth client managementmarket understanding

Soft Skills

communication skillsorganizational skillsmulti-taskingteam collaborationtime managementclient relationship managementproblem-solvingaccountabilitycustomer service orientationnetworking

Certifications