Area Investment Manager - Dallas, Tx

Fifth Third Bank

Dallas, Texas, USA
Brokerage sales activities
Sales performance management
Client experience enhancement
The Area Investment Manager provides direction and strategy for Brokerage sales activities within a specific area, responsible for sales performance, management, and client experience

Job Summary

  • The Area Investment Manager provides direction and strategy for Brokerage sales activities within a specific area, responsible for sales performance, management, and client experience.
  • Key responsibilities include developing partnerships with leadership, implementing sales strategies, managing staff, and ensuring adherence to regulatory policies.
  • Fifth Third Bank offers comprehensive benefits and differentiated compensation, including an incentive compensation plan, designed to support employee well-being.

Matching Summary

The Area Investment Manager provides direction and strategy for Brokerage sales activities within a specific area, responsible for sales performance, management, and client experience.

Skills & Requirements

Must-have

  • Brokerage sales activities
  • Sales performance management
  • Client experience enhancement
  • Regulatory compliance adherence
  • Investment product knowledge

Nice-to-have

  • Engaged and inclusive culture
  • Customer-centric approach
  • Team development and coaching

Key Requirements

  • Bachelor's Degree or equivalent experience
  • 7+ years prior brokerage industry experience
  • Prior management experience preferred
  • Series 7, 66, and 24 licenses
  • State resident insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter