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Financial Institutions Group – Insurance Corporate Client Director

Fifth Third Bank, N.A.

New York, NYJob$97–208K/yrPosted 2mo agoSeen in employer's feed 1 day ago

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At a glance

Compensation
$97–208K/yr
Location
New York, NY
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Securities Industry Essentials (SIE) LicenseSeries 79 LicenseSeries 63 LicenseBachelor's degree

Job overview

Fifth Third Bank, N.A. is hiring a Financial Institutions Group – Insurance Corporate Client Director. The Financial Institutions Group – Insurance Corporate Client Director independently manages a portfolio of tactical clients, focusing on cross-sell, return generation, and First Line of Defense. This role involves evaluating complex financial models, performing financial analysis, and creating high-impact presentations. The director supports Executive Directors, makes internal and external presentations, and manages, mentors, and develops staff. They also support Capital Markets businesses by assessing and providing securities products and services to clients.

Key focus areas include Manages a portfolio of tactical clients with primary responsibility for cross-sell, return generation, and First Line of Defense, Understands and evaluates complex financial models, and Performs complex financial analysis.

Successful candidates bring Undergraduate Degree, Securities Industry Essentials (SIE) License, and Series 79 License. Important skills include Credit, Corporate Finance, Oral Presentation Skills, Written Presentation Skills, Relationship Building Skills, and Senior Executive Interaction. Preferred (not required): Cross-Sell, Return Generation, First Line Of Defense, and Complex Financial Models Evaluation.

Skills & qualifications

RequiredNice to have

Skills

CreditCorporate FinanceOral Presentation SkillsWritten Presentation SkillsRelationship Building SkillsSenior Executive InteractionLeadershipCollaboration Across Matrixed OrganizationsCollaboration Across Cross Functional TeamsInterpersonal CommunicationCommunicationProject Management CapabilitiesFinancial Markets UnderstandingCorporate Strategy UnderstandingClient Engagement UnderstandingMarket Intelligence SynthesisActionable InsightsStrategic RecommendationsCross-SellReturn GenerationFirst Line of DefenseComplex Financial Models EvaluationComplex Financial AnalysisMicrosoft WordCollaborationPriority ManagementInternal PresentationsExternal PresentationsStaff ManagementStaff MentoringStaff DevelopmentClient InteractionSecurities Products AssessmentCapital Markets Services AssessmentUnderwriting ExperienceComplex Financial Transactions OriginationComplex Financial Transactions ClosingClient AdvisoryRelationship ManagementTrust BuildingTailored Solutions DeliveryOpportunity IdentificationPitches DevelopmentRevenue-Generating Engagements ConversionHigh-Performing Teams MentoringHigh-Performing Teams DevelopmentMarket Trends Translation

Qualifications

Undergraduate DegreeSecurities Industry Essentials (SIE) LicenseSeries 79 LicenseSeries 63 License7-8+ Years Relevant Work or Internship Experience in FinanceAbility to Obtain and Maintain Required Securities LicensesGraduate Degree7-8+ Years Banking Experience7-8+ Years M&a Experience7-8+ Years Capital Markets Experience4+ Years Corporate Banking Analysis and Sales Management Experience8+ Years Practical Experience

Full job description

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

YOUR RESPONSIBILITIES:      

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.     

  • Independently manages a portfolio of tactical clients, with primary responsibility for cross-sell, return generation, and First Line of Defense.

  • Understands and evaluates complex financial models.

  • Performs complex financial analysis.

  • Creates high-impact presentation materials using PowerPoint, Excel, Word, and other relevant applications.

  • Works well as part of a team in a high-pressure environment.

  • Develops good working relationships with peers and senior leaders in Corporate Banking and the rest of the organization.

  • Manages priorities while working on a number of high-priority engagements simultaneously.

  • Exhibits a strong background in credit and corporate finance and the ability to apply that knowledge to corporate finance - oriented projects.

  • Serves as direct support to the Executive Directors and is capable of making internal and external presentations to support the efforts of the RMs on the team.

  • Manages, mentors, and develops staff including Analysts and Associates.

  • Interacts independently with all important constituencies in the course of the development and delivery of a strategic, client facing assignment.

  • Provide s support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.    

MINIMUM REQUIREMENTS:

  • Undergraduate degree required , graduate degree preferred.

  • 7 - 8+ years of experience in Banking, Investment Banking, M&A or Capital Markets preferred.

  • 4+ years of corporate banking analysis and sales management preferred.

  • Strong corporate finance and credit skills required, underwriting experience preferred.

  • Proven track record of success in working as a part of a team to originate, and close complex financial transactions.

  • Proven ability to pitch, win and execute on corporate finance ideas

  • Excellent presentation skills, both oral and written.

  • Strong relationship building skills.

  • The ability to interact effectively with senior executives inside and outside our organization .

  • Securities Industry Essentials (SIE), Series 79 and 63 licenses required p er Fifth Third guidelines.

REQUIRED SKILLS:    

Qualified candidates will bring professional proficiency , generally acquired through 7 -8+ years of relevant work or internship experience in finance, accounting, or a related field.    

  • Proven leadership and collaboration skills across matrixed organizations and cross functional teams.    

  • Excellent interpersonal, written, and verbal communication skills.    

  • Strong project management capabilities and ability to lead teams and initiatives.    

  • Deep understanding of financial markets, corporate strategy, and client engagement.    

  • Ability to synthesize market intelligence into actionable insights and strategic recommendations .    

  • Ability to obtain and maintain required securities licenses in accordance with company policy.

   

SKILLS FOR SUCCESS:    

Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas:

  • Client Advisory & Relationship Management – Ability to lead conversations, build trust, and deliver tailored solutions that deepen client relationships.    

  • Origination & Commercial Impact – Skilled in identifying opportunities, developing

pitches, and converting ideas into revenue-generating engagements.    

  • Team Leadership & Development – Proven ability to mentor, develop, and lead high-performing teams.    

  • Market Insight & Thought Leadership – Ability to translate market trends into

strategic content and client engagement strategies.    

  • Team Management: Cultivate high performing teams by participating in talent acquisition and talent management activities, aligning roles to priorities based on individual strengths, and making compensation recommendations during performance review cycles. 

DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you ​ .    

Financial Institutions Group – Insurance Corporate Client Director

Total Base Pay Range 96,500.00 - 207,500.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Cincinnati, Ohio 45202

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.

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