Senior Trust Advisor

Fifth Third Bank, N.A. • Dayton, OH • 1h ago

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Serve as Trust Advisor for clients with more than $5MM in investable assets

Work with Private Bank Team to identify fiduciary opportunities and solutions

Work with Private Bank Team to implement fiduciary strategies

Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish

Actively participate with the Private Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions presented to clients

Advise 50- 75 households comprised of approximately 250- 300 accounts

ESSENTIAL DUTIES AND RESPONSIBILITIES:

On behalf of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM

Ensure adherence to all fiduciary rules, regulations and internal governance throughout the administration of the trust

Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor or Personal Representative.

Generate new fiduciary and Private Bank IM&T

Manage the due diligence process on all new fiduciary appointments

Demonstrate sound complex decision making skills

Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws)

Develop subject matter expertise in fiduciary related areas

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED

Bachelor's degree required

Graduate degree (JD,MBA) preferred

Professional designee (CTFA or similar)

10 years of demonstrated fiduciary client service/sales

Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters

Senior Trust Advisor

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Dayton, Ohio 45402

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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