Director, Risk Advisory: Wealth & Insurance Strategy

Fifth Third Bank; Cincinnati (OH); On-site; USD 180,000 - 240,000; Full time

Job summary

Fifth Third Bank in Cincinnati seeks a Director, Risk Advisory to lead the Risk Advisory capability within Strategic Client Advisory Solutions. You will partner with Wealth Advisors and other specialists to identify protection, liquidity, estate, business succession and wealth-transfer needs and coordinate insurance solutions.

Please reference the responsibilities for leading a risk-aware, client-focused advisory function and ensuring high-quality outcomes across the wealth planning process.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 10+ years of insurance, wealth planning or related financial-services experience.
• Experience leading or coaching professionals and managing complex client engagements.
• Appropriate state insurance licenses for Life, Health and Long-Term Care, as required.

Responsibilities

• Lead, coach and develop Risk Advisory consultants while managing complex client engagements.
• Translate SCAS strategy into a practical Risk Advisory operating model.
• Own risk-assessment questions and documentation in wealth strategies.
• Assess sophisticated life, disability, long-term care, annuity, liquidity and wealth-transfer considerations.
• Collaborate with advisors and specialists to deliver risk-managed wealth solutions.

Skills

Advanced Insurance Planning

Advisory Leadership

Holistic Wealth Integration

Risk and Regulatory Judgment

Executive Communication

Education

Bachelor's degree or equivalent

Job description

Fifth Third Bank in Cincinnati seeks a Director, Risk Advisory to lead the Risk Advisory capability within Strategic Client Advisory Solutions. You will partner with Wealth Advisors and other specialists to identify protection, liquidity, estate, business succession and wealth-transfer needs and coordinate insurance solutions.

Please reference the responsibilities for leading a risk-aware, client-focused advisory function and ensuring high-quality outcomes across the wealth planning process.