Strategic Institutional Wealth Growth Officer

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

Benefits offered by this job

Competitive benefits

Bonus opportunities

Job summary

First Citizens Bank's Wealth division seeks a seasoned institutional wealth professional to drive client acquisition and promote retirement plans, asset management, custody, and philanthropic services in the Sacramento area.

You will build partnerships with businesses, foundations and endowments, coordinate with internal teams, and ensure smooth transitions for acquired clients. Bachelor's degree with 6+ years and licenses Series 6/63/65/66 + life/health are required.

Qualifications

• Bachelor’s degree with 6+ years of institutional wealth experience or high school diploma with 10+ years in the field.
• Licenses required: Series 6/63/65/66 and state life and health licenses.

Responsibilities

• Promotes retirement plans, asset management, custody, escrow, and philanthropic services.
• Identifies opportunities for business growth within the community.
• Facilitates client service and retention by ensuring smooth transitions for acquired clients.
• Builds strong partnerships with associates and teams to achieve sales results.

Skills

Client acquisition

Partnerships

Community outreach

Coordination

Investment markets

Education

Bachelor's degree

High School Diploma or GED

Series 6/63/65/66 licenses

Life and health licenses

Job description

First Citizens Bank's Wealth division seeks a seasoned institutional wealth professional to drive client acquisition and promote retirement plans, asset management, custody, and philanthropic services in the Sacramento area.

You will build partnerships with businesses, foundations and endowments, coordinate with internal teams, and ensure smooth transitions for acquired clients. Bachelor's degree with 6+ years and licenses Series 6/63/65/66 + life/health are required.