Institutional Business Development Officer

First Citizens Wealth; Tampa (FL); Hybrid; USD 130,000 - 220,000; Full time

Job summary

First Citizens Wealth in Florida seeks an experienced institutional wealth professional to drive client acquisition and growth. The role blends sales leadership with advisory service for banks, foundations, endowments and corporate clients.

This hybrid position requires knowledge of retirement plans, asset management and philanthropic services, with focus on building durable client relationships and coordinating with internal teams for smooth transitions. Office flexibility in Southeast Florida.

Qualifications

• Bachelor's degree or equivalent in a related field.
• Significant experience in institutional wealth sales or administration.
• Active securities licenses and life/health insurance licenses.

Responsibilities

• Client Acquisition - Promote institutional services to banks, foundations and endowments; generate referrals to hit sales goals.
• Partnership - Build strong internal and external partnerships to achieve sales results.
• Community Outreach - Represent the Bank in the community to promote services and referrals.
• Coordination - Ensure seamless transitions between teams and clients.

Skills

Client acquisition

Relationship building

Sales partnerships

Communication

Education

Bachelor's Degree or equivalent

High School Diploma or GED with 10 years experience

Tools

Series 6/63/65/66 licenses

Life and Health licenses

Job description

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.