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Area Investment Manager

Location: Orlando
Posted on: September 13, 2023

Job Description:

GENERAL FUNCTION: The Area Investment Manager provides direction and strategy for the Brokerage sales activities within a specific area, which is comprised of the branches within a designated affiliate or group of affiliate banks. The AreaInvestmentManager is responsible for adherence to regulatory and Bancorp policies and procedures for the assigned affiliate(s). Responsible for flawless execution of Bancorp and area sales strategies, sales performance, and sales management for theassigned area. Directs the activities of Retail Brokerage staff in the assigned area.


* Develops Partnerships with the Retail and PCG leadership teams in the assigned area.

* Implements the Securities sales strategy to grow revenue and increase market share.

* Manages the Retail Brokerage staff in the area, assigns sales territories, and monitors sales expenses.

* Implements service and quality standards to retain customers.

* Works with the Regional Investment Manager and Fifth Third Securities finance to set appropriate revenue and asset management growth goals for assigned area.

* Typically involved in negotiating and closing sales with the largest and/or most important clients and prospects.

* Administers applicable compliance programs; correspondence reviews, suitability reviews, office visits, etc.

* Responsible for management sales reporting; ensures that reports are accurate and that they are effectively utilized to educate and coach staff.

* Works closely with senior management in developing annual marketing plans and budgets for the assigned region and in directing staff to achieve desired plans and objectives.

* Contributes to the development and directs the implementation of annual marketing programs for the assigned area, and submits recommended plan(s) to senior management.

* Represents the organization within the assigned area in relationships with major clients, industry organizations, and other key outside parties.

* Maintains a high level of knowledge about investments and other trust products; functions as a product menu expert for the assigned area in order to educate staff to fully utilize all product offerings to best support the sales strategy and needs oftheclient.

* Constantly coaches the Retail Brokerage staff to improve sales performance and customer retention, and execute defined strategies in the area.

* Effectively executes performance management/improvement actions to ensure the area is staffed with the right talent required to meet strategic revenue objectives.

SUPERVISORY RESPONSIBILITIES: Manages the Retail Brokerage staffing the assigned area. Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providechallengingopportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

Keywords: , Orlando , Area Investment Manager, PR / Public Relations , Orlando, Florida

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