Director, Risk Advisory—Wealth Planning Leader

Fifth Third; Cincinnati (OH); Sur place; USD 122 000 - 262 000; Plein temps

Résumé du poste

Fifth Third seeks a Director, Risk Advisory to lead the Risk Advisory capability within Strategic Client Advisory Solutions. You will mentor consultants, manage complex client engagements and oversee risk governance while aligning with private banking strategies in Cincinnati and beyond.

You will partner with Wealth Advisors and specialists to address insurance solutions, liquidity, estate and wealth-transfer needs, ensuring high-quality client outcomes and compliant practices across regions.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Appropriate state insurance licenses for Life, Health and Long-Term Care.
• 10+ years of insurance, wealth planning or related financial-services experience, including significant experience with high-net-worth clients.
• Proven experience leading professionals and managing complex client engagements in a regulated environment.

Responsabilités

• Player/Coach Leadership: Lead, coach and develop Risk Advisory consultants while maintaining an active portfolio of complex client engagements and serving as the senior escalation point for advanced insurance planning matters.
• Risk Advisory Strategy: Translate the SCAS strategy into a practical Risk Advisory operating model, priorities, standards and performance expectations aligned to client value and holistic wealth planning.
• Wealth Strategy Integration: Own the core risk-assessment questions, decision pathways and documentation standards incorporated into new wealth strategies; ensure identified needs and outcomes are routed to Risk Advisory.
• Complex Client Advice: Partner with Wealth Advisors, Wealth Strategists, fiduciary professionals and external advisors to assess sophisticated life, disability, long-term care, annuity, liquidity and wealth-transfer considerations.
• Solution Governance: Provide oversight of case design, insurance recommendations, policy exceptions, carrier and product considerations, documentation and implementation quality within established policies and risk appetite.
• Regional Coverage: Align consultant coverage by region, monitor demand and capacity, and promote consistent access to Risk Advisory expertise across the Private Bank footprint.

Connaissances

Insurance planning

Advisory leadership

Wealth integration

Regulatory judgment

Executive communication

Formation

Bachelor’s degree

Description du poste

Fifth Third seeks a Director, Risk Advisory to lead the Risk Advisory capability within Strategic Client Advisory Solutions. You will mentor consultants, manage complex client engagements and oversee risk governance while aligning with private banking strategies in Cincinnati and beyond.

You will partner with Wealth Advisors and specialists to address insurance solutions, liquidity, estate and wealth-transfer needs, ensuring high-quality client outcomes and compliant practices across regions.