Director, Wealth Management

Fifth Third Bank

. Lead a team of advisors to achieve growth, financial and client experience objectives while managing risk .

Posted 11/2/2026full-timeWalnut Creek • California • United StatesLead💰 $155,100 - $333,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading teams to achieve financial growth and client experience objectives while managing risk. Proven ability to develop business strategies, coach advisors, and ensure compliance with regulations in the financial services industry.

Highest-signal resume keywords

Financial Services Industry ExperienceClient Relationship ManagementBusiness DevelopmentTeam LeadershipS.A.F.E. Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceInvestment ManagementAssets Under ManagementCredit GrantingFinancial Market Knowledge

Soft Skills

Strong Communication SkillsCoaching and MentoringPerformance Feedback

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

High Net Worth ClientsUltra High Net Worth ClientsBusiness DevelopmentClient ExperienceOperational Excellence

About the role

Key responsibilities & impact

Lead a team of advisors to achieve growth, financial and client experience objectives while managing risk
Drive strategic execution of the Private Bank value proposition for high net worth and ultra high net worth clients and prospects
Champion business development efforts to acquire new quality relationships and retain/deepen current client relationships
Develop and leverage internal One Bank partnerships and external centers of influence to drive new business
Coach advisors on business development and consultative sales processes
Manage client and prospect relationship strategies, retention and relationship profitability targets
Leverage National Practice Leadership and the Private Bank Center to drive regional growth and operational excellence
Ensure quality pipeline and achievement of revenue, AUM, credit, deposit, penetration, retention and NQR metrics
Partner with internal specialists to provide customized financial solutions aligned with client objectives
Establish team operating rhythms and use reporting to identify opportunities and close gaps
Recruit, motivate, coach, develop, recognize and retain talent; build succession and bench strength
Ensure adherence to internal policies, procedures and federal, state and local regulations
Provide timely, candid and constructive performance feedback and challenging career-growth opportunities

Requirements

What you’ll need

Bachelor's degree required
Advanced degree desirable
Minimum 10 years of experience in the financial services industry with proven sales experience and achieving top quartile results in client experience
Prior management experience required
Strong demonstrated track record of growing balance sheet, granting credit, investment management and acquiring Assets Under Management in the high net worth/ultra high net worth area
High level of knowledge concerning investments and financial markets
Strong communication skills and good working knowledge of the bank's products and services
S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to work in a normal office environment, with extended viewing of a CRT screen and travel

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Incentive compensation plan based on company, line of business and/or individual performance