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Director, Risk Advisory
Fifth Third Bank. Lead, coach and develop Risk Advisory consultants while maintaining an active portfolio of complex client engagements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced proficiency in insurance planning, wealth management, and risk assessment, with a strong focus on client engagement and advisory functions. Capable of leading and developing teams while ensuring compliance with regulatory standards and delivering tailored solutions for high-net-worth clients.
Highest-signal resume keywords
Advanced Proficiency In Insurance PlanningClient-Focused Advisory FunctionTeam Leadership And CoachingRisk Management RecommendationsRegulated Financial-Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance PlanningWealth ManagementRisk AssessmentClient EngagementComplex Problem SolvingDocumentation StandardsInsurance RecommendationsWealth-Transfer PlanningEstate PlanningBusiness Succession Planning
Soft Skills
CoachingCollaborationCommunicationRelationship ManagementStrategic Thinking
Certifications & Qualifications
CLUChFCCFP
Industry Keywords
High-Net-Worth ClientsRegulated EnvironmentFiduciary StandardsSuitability RequirementsInsurance OperationsCompliance
About the role
Key responsibilities & impact- Lead, coach and develop Risk Advisory consultants while maintaining an active portfolio of complex client engagements
- Serve as the senior escalation point for advanced insurance planning matters
- Translate SCAS strategy into a practical Risk Advisory operating model, priorities, standards and performance expectations
- Own risk-assessment questions, decision pathways and documentation standards within new wealth strategies
- Partner with Wealth Advisors, Wealth Strategists, fiduciary professionals and external advisors on sophisticated insurance and wealth-planning considerations
- Oversee case design, insurance recommendations, policy exceptions, carrier and product considerations, documentation and implementation quality
- Align consultant coverage by region and monitor demand and capacity
- Develop education, tools and consultation routines for advisors
- Establish workflow, service standards, pipeline visibility, client-outcome measures and management reporting
- Collaborate with SCAS, Private Bank, Insurance Operations, Legal, Compliance, Risk and third-party providers
- Support relationship acquisition, retention and deepening through advice-led solutions
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree or equivalent combination of education and experience
- Appropriate state insurance licenses for Life, Health and Long-Term Care, as required under Fifth Third licensing guidelines
- 10+ years of insurance, wealth planning or related financial-services experience, including significant experience with high-net-worth clients
- Experience leading or coaching professionals and managing complex client engagements in a regulated environment
- Advanced proficiency in evaluating and explaining sophisticated insurance structures within estate, liquidity, business succession and wealth-transfer planning
- Advanced proficiency leading a client-focused advisory function while personally delivering complex work
- Advanced proficiency connecting risk-management recommendations to broader wealth plans and coordinating across multiple specialists
- Advanced proficiency applying licensing, suitability, fiduciary, documentation and escalation requirements in a regulated financial-services environment
- Advanced proficiency translating complex concepts into clear recommendations for clients, advisors and senior stakeholders
- CLU, ChFC, CFP or comparable advanced insurance or wealth-planning designation
Benefits
Comp & perks- Incentive compensation plan based on company, line of business and/or individual performance
- Comprehensive benefits supporting physical, financial, emotional and social well-being