Institutional Wealth Growth Director

First Citizens Wealth; San Francisco (CA); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Health benefits

Retirement plans

Professional licenses support

Job summary

First Citizens Bank seeks a senior Institutional Wealth professional in San Francisco to drive new institutional business for the Wealth division. You will promote retirement plans, asset management, custody, escrow, and philanthropic services, leveraging the bank’s offerings to meet client needs.

You will build partnerships with colleagues, represent the bank in the community, and ensure smooth transitions for acquired clients while meeting sales goals.

Qualifications

• Bachelor's degree and 6+ years in institutional wealth, or a high school diploma with 10+ years in practical institutional wealth
• Must hold Series 6, 63, 65 or 66 and state life/health licenses or obtain them within timeframe

Responsibilities

• Acquire institutional clients and generate referrals to meet sales goals.
• Build strong partnerships with colleagues to achieve sales results.
• Represent the Bank in the community to promote services and cultivate referrals.
• Coordinate activities between administration and clients for smooth transitions.

Skills

Investment markets

Qualified retirement plans

Philanthropic market

Business development

Drives for results

Relationship building

Risk mitigation

Education

Bachelor's degree

GED/High School diploma

Job description

First Citizens Bank seeks a senior Institutional Wealth professional in San Francisco to drive new institutional business for the Wealth division. You will promote retirement plans, asset management, custody, escrow, and philanthropic services, leveraging the bank’s offerings to meet client needs.

You will build partnerships with colleagues, represent the bank in the community, and ensure smooth transitions for acquired clients while meeting sales goals.