Institutional Wealth Growth & Partnerships Lead

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

Job summary

First Citizens Bank’s Wealth team seeks a professional to grow institutional business, promoting retirement plans, asset management, custody and related services to small businesses, corporations, and foundations. Strong knowledge of retirement and philanthropic markets will be essential.

The role emphasizes client acquisition, coordination with internal teams, and maintaining strong industry relationships to support growth and service transitions for acquired clients.

Qualifications

• Bachelor's Degree and 6 years' experience OR High School Diploma or GED/Equivalent and 10 years' experience in Practical Institutional Wealth Business (either Administration or Sales)
• Possess valid Series 6, 63, 65 or 66 licenses, and state-specific life and health insurance licenses or obtain them within a specified timeframe

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.
• Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations.
• Coordinates activities and communication between the Bank’s administrative teams and clients or their representatives.

Skills

Investment markets

Qualified Retirement Plans

Philanthropic market

Business development

Drives for results

Builds relationships

Risk mitigation

Education

Bachelor's degree

High school diploma or GED

Job description

First Citizens Bank’s Wealth team seeks a professional to grow institutional business, promoting retirement plans, asset management, custody and related services to small businesses, corporations, and foundations. Strong knowledge of retirement and philanthropic markets will be essential.

The role emphasizes client acquisition, coordination with internal teams, and maintaining strong industry relationships to support growth and service transitions for acquired clients.