Institutional Wealth Business Developer (Hybrid, SE Florida)

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

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.