Senior Institutional Consultant
| Company | Fifth Third Bank |
|---|---|
| Location | Naples, FL, USA, Orlando, FL, USA, Tampa, FL, USA, Fort Lauderdale, FL, USA, Jacksonville, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree.
- Eight or more years of institutional or financial services sales experience required.
- Proven track record of success achieving sales goals, leveraging superior business development skills across a blend of self-sourced and referred business.
- Solid sales foundation with demonstrated skills including pipeline management, developing creative solutions and negotiating fair fees.
- High level of industry knowledge covering corporate retirement plans, investment management strategies, and trust and custody solutions.
- Excellent interpersonal, verbal, and written communication skills.
- Exceptional presentation skills.
- Demonstrated relationship management and collaboration skills.
- Ability to use software including Word, Excel, PowerPoint, CRM and related systems.
Responsibilities
- Drive consultative sales process through referrals obtained through deep internal and/or external partnerships, as well as self-generated leads.
- Develop and close new sales, concentrating on assigned markets and client profiles.
- Achieve financial goals, including new business sales goals.
- Effectively communicate the Bank’s expertise in and experience with a broad array of institutional investment products, including retirement plan advisory services, investment management and trust and custody solutions.
- Embrace and advocate Fifth Third Institutional Services’ value propositions and points of differentiation.
- Proactively execute on One Bank activities, including attending local One Bank Meetings, pre-call planning, and post-call follow-up to win new business opportunities.
- Establish and follow best practices to consistently engage internal and external referral sources.
- Expand external sources of referrals (COIs) by organizing and participating in industry meetings to capitalize on opportunities to promote institutional services products.
- Continuously enhance and develop industry expertise for key buyer market segments.
- Utilize marketing tools and research to identify, qualify, and support new business opportunities.
- Assist in the development and analysis of pricing for all new business.
- Master an understanding of pricing and profitability models to develop competitive fee proposals.
- Coordinate review and approval of all non-standard items with appropriate internal resources to mitigate risk.
Preferred Qualifications
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No preferred qualifications provided.