Regional Investment Manager

Fifth Third Bank

Charlotte, North Carolina, United States
Brokerage sales strategy development
Retail brokerage staff management
Client relationship management
The Regional Investment Manager provides direction and strategy for Brokerage sales activities within a large geographic region, ensuring adherence to regulatory and Bancorp policies

Job Summary

  • The Regional Investment Manager provides direction and strategy for Brokerage sales activities within a large geographic region, ensuring adherence to regulatory and Bancorp policies.
  • Responsibilities include developing partnerships with Retail and Private Bank leadership, implementing sales strategies to grow revenue, and managing Retail Brokerage staff to enhance client experience.
  • Fifth Third Bank offers comprehensive benefits and differentiated compensation, including an incentive compensation plan, designed to support employee well-being.

Matching Summary

The Regional Investment Manager provides direction and strategy for Brokerage sales activities within a large geographic region, ensuring adherence to regulatory and Bancorp policies.

Skills & Requirements

Must-have

  • Brokerage sales strategy development
  • Retail Brokerage staff management
  • Client relationship management
  • Regulatory compliance adherence
  • Investment product knowledge

Nice-to-have

  • Partnership development with bank leadership
  • Negotiating and closing large client sales
  • Coaching and performance development
  • Engaged and inclusive culture

Key Requirements

  • Bachelor's Degree or equivalent experience
  • 8-10 years prior brokerage industry experience
  • Prior management experience preferred
  • Series 7, Series 63, Series 24, and State Insurance Licenses required
  • Excellent sales track record

Work Rights

Not specified

Tailored Resume

Cover Letter