Director, Risk Advisory — Wealth Protection & Strategy

Fifth Third Bank; Naples (FL); On-site; USD 122,000 - 262,000; Full time

Job summary

Fifth Third Bank seeks a Director, Risk Advisory to lead the Risk Advisory capability within Strategic Client Advisory Solutions. You will oversee a team, coordinate insurance and risk-management in wealth strategies, and directly advise on complex client situations.

You will partner with Wealth Advisors and other specialists to address protection, liquidity, estate, business succession and wealth-transfer needs, ensuring high-quality advisory outcomes across regions.

Qualifications

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

Responsibilities

• 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.
• Translate the SCAS strategy into a practical Risk Advisory operating model, priorities, standards and performance expectations aligned to client value and holistic wealth planning.
• 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.
• 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.
• Provide oversight of case design, insurance recommendations, policy exceptions, carrier and product considerations, documentation and implementation quality within established policies and risk appetite.
• Align consultant coverage by region, monitor demand and capacity, and promote consistent access to Risk Advisory expertise across the Private Bank footprint.
• Develop education, tools and consultation routines that help advisors recognize risk-management needs and integrate Risk Advisory earlier in the client planning process.
• Establish workflow, service standards, pipeline visibility, client-outcome measures and management reporting; improve processes that reduce administrative burden on senior advisory talent.
• Collaborate with SCAS, Private Bank, Insurance Operations, Legal, Compliance, Risk and third-party providers to execute solutions and resolve complex matters.
• Support relationship acquisition, retention and deepening by delivering advice-led solutions and measuring success through client value, quality, adoption and execution rather than individual product production alone.
• Performing other duties as assigned.

Skills

Advanced Insurance Planning

Advisory Leadership

Holistic Wealth Integration

Risk & Regulatory Judgment

Executive Communication

Education

Bachelor's degree

Job description

Fifth Third Bank seeks a Director, Risk Advisory to lead the Risk Advisory capability within Strategic Client Advisory Solutions. You will oversee a team, coordinate insurance and risk-management in wealth strategies, and directly advise on complex client situations.

You will partner with Wealth Advisors and other specialists to address protection, liquidity, estate, business succession and wealth-transfer needs, ensuring high-quality advisory outcomes across regions.