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About the Role
This position solicits new institutional business for the Wealth division of First Citizens Bank. It promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services, identifying and leveraging opportunities for business growth within the community. The role requires a strong understanding of the Bank's offerings to match client needs with appropriate services and ensure client satisfaction.
Responsibilities
- 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.
- Cultivates strong partnerships with associates and team members to achieve sales results.
- 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.
- Coordinates activities and communication between the Bank’s administrative teams and clients or their representatives.
- Ensures a seamless transition of acquired businesses.
Requirements
- 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, and state-specific life and health insurance licenses or obtain them within a specified timeframe.
Skills
- Understanding of the investment markets and economics in general
- Understanding of Qualified Retirement Plan Market
- Understanding of Philanthropic & Charitable Market
- Business Development
- Drives for Results
- Builds Productive Relationships
- Risk Mitigation
Education Level
- Bachelor's Degree
- High School Diploma or GED/Equivalent
Salary/Compensations
- $175,000 - $200,000
Benefits
- Competitive, thoughtfully designed and quality benefits program.
About the Company
- Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals.
- Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life.
- Join a collaborative organization focused on relationships, trust, and long-term impact.