Institutional Wealth Growth Specialist

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

Job summary

First Citizens Bank is seeking a seasoned professional to grow institutional wealth by promoting retirement plans, asset management, custody, escrow, and philanthropic services. You will identify growth opportunities, guide clients through services, and ensure seamless transitions for acquired businesses.

The role requires deep knowledge of institutional wealth markets, strong relationship-building, and a proven track record in business development within financial services.

Qualifications

• Bachelor's Degree with 6+ years of practical Institutional Wealth experience or 10+ years with HS diploma.
• Valid Series 6/63/65/66 and life/health insurance licenses or ability to obtain within required timeframe.
• Strong knowledge of investment markets and retirement plan, philanthropic markets.

Responsibilities

• Promotes Bank's institutional services to a range of clients and generates referrals to hit sales goals.
• Cultivates partnerships with associates and teams to achieve sales results and cross-functional collaboration.
• Represents Bank in the community to promote services and create referral opportunities.
• Coordinates activities between Bank administrative teams and clients to ensure smooth transitions of acquired businesses.
• Understands Qualified Retirement Plan Market and Philanthropic/Charitable Market to support client needs.

Skills

Investment markets understanding

Qualified Retirement Plan Market

Philanthropic & Charitable Market

Education

Bachelor's degree + 6y exp OR HS/GED + 10y exp in Institutional Wealth

Series 6/63/65/66 licenses or life & health licenses

Tools

Series 6/63/65/66 licenses

Job description

First Citizens Bank is seeking a seasoned professional to grow institutional wealth by promoting retirement plans, asset management, custody, escrow, and philanthropic services. You will identify growth opportunities, guide clients through services, and ensure seamless transitions for acquired businesses.

The role requires deep knowledge of institutional wealth markets, strong relationship-building, and a proven track record in business development within financial services.