Institutional Business Development Officer

First Citizens Wealth; Miami (FL); Híbrido; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

First Citizens Wealth in Florida is seeking a seasoned professional to drive institutional client acquisition and promote retirement plans, asset management, and related services. This hybrid role focuses on building strong partnerships, engaging with the community, and ensuring seamless transitions for acquired clients within Southeast Florida.

The ideal candidate will hold a bachelor’s degree with 6+ years in institutional wealth or an equivalent high-school pathway with 10+ years, and possess

Formación

• Bachelor's degree with 6+ years in institutional wealth administration or sales.
• High School Diploma with 10+ years in institutional wealth administration or sales.
• Valid Series 6, 63, 65 or 66 licenses and state life and health licenses required.
• Strong understanding of investment markets, retirement plans, and philanthropy markets.

Responsabilidades

• Acquire institutional clients for the wealth division (small businesses, corporations, foundations, endowments, authorities, associations, CPAs, attorneys, and IB/brokerage firms).
• Cultivate partnerships with colleagues to drive sales results and client wins.
• Represent the bank in the community to promote services and create referral opportunities.
• Coordinate activities between the Bank's teams and clients to ensure smooth transitions of acquired businesses.

Conocimientos

Investment markets

Qualified retirement plans

Philanthropic market

Educación

Bachelor's Degree + 6+ years

High School Diploma + 10+ years

Descripción del empleo

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. Location of office can be flexible within southeast Florida.

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.

This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank's offerings to determine the appropriate service for client needs. Facilitates client service and retention goals by ensuring a smooth transition of the business for any acquired clients.

Responsibilities

• Client Acquisition - Promotes the Bank's institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals.
• Partnership - Cultivates strong partnerships with associates and team members to achieve sales results. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners.
• Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners.
• Coordination - Coordinates activities and communication between the Bank's administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses.

Qualifications

Bachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales)

License or Certification Type: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses Required Skill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.