Sr Wealth Planning Analyst
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About The Position
The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level of understanding of the family's current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged with the Strategists and WMAs and may meet with clients and prospects in onboarding into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play a material role in developing and implementing their Wealth Plan the Sr. Analyst will be responsible to produce deliverables in support of that effort. The Senior Analyst will assist in the training and supervision of Wealth Planning Analysts and Junior Analysts, monitor and disseminate best financial planning practices for the group, and assist the Analyst Manager with production and processing initiatives and goals. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
