Financial Institutions Group – Insurance Corporate Client Director

Fifth Third Bank • Cincinnati, OH

5d • Onsite

About The Position

The Financial Institutions Group – Insurance Corporate Client Director role at Fifth Third Bank focuses on managing a portfolio of tactical clients within the insurance sector. The primary responsibilities include driving cross-sell opportunities, generating returns, and acting as a First Line of Defense. This role requires a deep understanding of complex financial models and the ability to perform intricate financial analysis. The Director will create high-impact presentation materials and collaborate effectively within a team, especially in high-pressure situations. Building strong working relationships with peers and senior leaders across the organization is crucial. The position involves managing multiple high-priority engagements simultaneously and requires a strong background in credit and corporate finance, with the ability to apply this knowledge to corporate finance-oriented projects. The role serves as direct support to Executive Directors, capable of making internal and external presentations. Additionally, the Director will manage, mentor, and develop junior staff (Analysts and Associates) and interact independently with key stakeholders. Support for Capital Markets businesses is also a component, involving the assessment of securities products and capital markets services for clients.

Requirements

• Undergraduate degree, graduate degree preferred.
• 7 - 8+ years of experience in Banking, Investment Banking, M&A or Capital Markets preferred.
• 4+ years of corporate banking analysis and sales management preferred.
• Strong corporate finance and credit skills required, underwriting experience preferred.
• Proven track record of success in working as a part of a team to originate, and close complex financial transactions.
• Proven ability to pitch, win and execute on corporate finance ideas
• Excellent presentation skills, both oral and written.
• Strong relationship building skills.
• The ability to interact effectively with senior executives inside and outside our organization.
• Securities Industry Essentials (SIE), Series 79 and 63 licenses per Fifth Third guidelines.
• Professional proficiency, generally acquired through 7 -8+ years of relevant work or internship experience in finance, accounting, or a related field.
• Proven leadership and collaboration skills across matrixed organizations and cross functional teams.
• Excellent interpersonal, written, and verbal communication skills.
• Strong project management capabilities and ability to lead teams and initiatives.
• Deep understanding of financial markets, corporate strategy, and client engagement.
• Ability to synthesize market intelligence into actionable insights and strategic recommendations.
• Ability to obtain and maintain required securities licenses in accordance with company policy.

Nice To Haves

• Graduate degree preferred.
• 7 - 8+ years of experience in Banking, Investment Banking, M&A or Capital Markets preferred.
• 4+ years of corporate banking analysis and sales management preferred.
• Underwriting experience preferred.
• Higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: Client Advisory & Relationship Management, Origination & Commercial Impact, Team Leadership & Development, Market Insight & Thought Leadership.

Responsibilities

• Independently manages a portfolio of tactical clients, with primary responsibility for cross-sell, return generation, and First Line of Defense.
• Understands and evaluates complex financial models.
• Performs complex financial analysis.
• Creates high-impact presentation materials using PowerPoint, Excel, Word, and other relevant applications.
• Works well as part of a team in a high-pressure environment.
• Develops good working relationships with peers and senior leaders in Corporate Banking and the rest of the organization.
• Manages priorities while working on a number of high-priority engagements simultaneously.
• Exhibits a strong background in credit and corporate finance and the ability to apply that knowledge to corporate finance - oriented projects.
• Serves as direct support to the Executive Directors and is capable of making internal and external presentations to support the efforts of the RMs on the team.
• Manages, mentors, and develops staff including Analysts and Associates.
• Interacts independently with all important constituencies in the course of the development and delivery of a strategic, client facing assignment.
• Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.
• Cultivate high performing teams by participating in talent acquisition and talent management activities, aligning roles to priorities based on individual strengths, and making compensation recommendations during performance review cycles.

Benefits

• Comprehensive benefits and differentiated compensation offerings
• Eligible to participate in an incentive compensation plan
• Extensive benefits programs designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior