FTWA Managing Director, Wealth Strategy

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GENERAL FUNCTION:

Reporting to the MD - Practice Management and working as a key member of the firm's leadership team, the Fifth Third Wealth Advisors (FTWA) MD - Wealth Strategy serves as the primary planner, strategist, and resource for high and ultra-high net worth prospects and client relationships involving complex financial issues and strategies, typically including family governance, multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth strategies which include proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances. This key leadership position will play a critical role in contributing to achievement of firm strategic initiatives and driving revenue growth.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the FTWA's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Serve as a Trusted Advisor in conjunction with FTWA Advisor teams
• Develop proactive relationships with FTWA teams, clients and prospects utilizing in person and virtual meetings to create strategies and opportunities
• Provide periodic and event-based thought leadership for internal and external use
• Create and manage a content library spanning relevant subject matter
• Actively participate with the Fifth Third Wealth Advisor teams to develop, interpret, communicate and facilitate complex estate and tax planning matters as part of the advice-based solutions presented to clients within the context of an overall wealth strategy
• Maintain a high level of external visibility representing FTWA by authoring and appearing in print, TV, media and conferences.

• Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement).
• Identifies issues and planning opportunities for review and discussion with the client and the client's advisors.
• Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes.
• Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.
• Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree required.
• CFP, JD, or CPA, or LLM required.
• 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm.
• Ability to be highly effective in a team-oriented environment and to build relationships
• High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis.
• Advanced listening, written, and oral communication skills.
• Experience in sales and/or marketing.
• Resourcefulness in finding creative solutions.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.