Overview This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank's offerings to determine the appropriate service for client needs. Facilitates client service and retention goals by ensuring a smooth transition of the business for any acquired clients. 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. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners. Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners. Coordination - Coordinates activities and communication between the Bank's administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses. Qualifications Bachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales) License or Certification Type: Possess or obtains valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses within a specified timeframe. RequiredSkill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits. #LI-JW2 #J-18808-Ljbffr
Institutional Business Development Officer • Fort Lauderdale, FL, United States
Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a port... Show more
Please Read Carefully Job Description Opportunity Tailored for Right Individual With AEC Connections Must Have Connections With Major Players in Our Industry Who Participate in South Florida Abilit... Show more
Business Development Specialist.Coke Florida is looking for a Business Development Specialist based out of our Fort Lauderdale territory.As a Coke Florida Business Development Manager, you will be ... Show more
RTS and Shamrock Trading Corporation are looking for a motivated salesperson to join our Business Development team.This role will focus on prospecting, qualifying and securing new business opportun... Show more
Title Insurance Sales Representative.CORE is currently seeking a hardworking and experienced Title Insurance Sales Representative.Join one of Fort Lauderdale's fastest growing title companies and m... Show more
Business Development Sourcing Specialist.The Business Development Sourcing Specialist is responsible for identifying, sourcing, and qualifying new locum tenens opportunities with healthcare facilit... Show more
We're looking for a Client Engagement Manager who thrives on accuracy, ownership, and serving clients well.This role sits within our Operations team and reports to the AP Leader.You'll serve as the... Show more
Location: Orlando, FL 32801 (Multiple Location).Interview mode: Either Webcam Interview or In Person.NW 33rd Street Suite 401 Doral, FL 33122.FTL#1-1400 West Commercial Blvd, Ste#185- Ft.Blair Ston... Show more
Business Development Specialist.Have you ever worked in an industry that you could walk into any business and make a sale? Every type of business uses signs and graphics in ways you haven't even no... Show more
Multinational Corporation Commercial Banker.You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as a Multinational Corporation Commercial Ba... Show more
Trainee Business Development Executive.Metric are hiring trainee Business Development Executives to join our team in Fort Lauderdale Florida for Summer 2024.Metric is a New York founded, high growt... Show more
The Escrow Officer is responsible for managing residential and/or commercial real estate transactions from contract to closing.This role serves as the primary point of contact for buyers, sellers, ... Show more
Position Title :Business Development Sales Manager (Remote)Location :Sunrise, Florida, United States of AmericaDescription :Position RequirementsPosition Summary :The Business Development Sales Ass... Show more
Wealth Division Institutional Business Position.This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.Build a meaningful care... Show more
As a member of BrightStar Credit Union, you'll join a dynamic, purpose-driven organization with a culture that focuses on its employees and members.We offer excellent benefits, advanced opportuniti... Show more
Responsibilities include but are not limited to:.Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of servic... Show more
We are proud to offer a market-leading range of premium products across categories, styles and price points, remaining committed to beautiful design and, above all, a world-class customer experienc... Show more
Job Opportunity At DynaGen Lending.Dynagen Lending is one of the nation's fastest-growing mortgage brokers, built on the belief that great people create great results.We provide our team with the t... Show more
Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market.The successful candidate will partner with the company's regional leadership that ha... Show more
Mortgage Home Lending Officer - Central Southeast Region.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the glob... Show more
