Home
/
Comprehensive
/
Area Investment Manager
Area Investment Manager-March 2024
Cincinnati
Mar 29, 2026
About Area Investment Manager

  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:

  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 region. The Area Investment Manager is responsible for adherence to regulatory and Bancorp policies and procedures for the assigned region(s). Responsible for flawless execution of Bancorp and area sales strategies, sales performance, and sales management and client experience for the assigned area. Directs the activities of Retail Brokerage staff in the assigned area in serving the best interests of clients.

  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 ensures 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.

  ESSENTIAL DUTIES AND RESPONSIBILITIES:

  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 and enhance client experience.

  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 of the client.

  Initially coaches the Retail Brokerage staff to improve sales performance and customer experience 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 provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

  MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  Bachelor's Degree or equivalent experience required; Advanced Degree in Business Administration, Economics or related field preferred.

  Typically requires 7 plus years prior brokerage industry experience.

  Prior management experience preferred.

  Series 7, 66, and 24 licenses with appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required to be obtained, as documented in the Fifth Third Securities Licensing Guidelines.

  Excellent sales track record (proven success in brokerage sales).

  Possesses strong communication skills and has a high level of knowledge concerning investments and financial markets.

  Proven ability to coach, motivate and develop a team.

  Area Investment Manager

  LOCATION -- Cincinnati, Ohio 45202

  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.

  Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

  Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.We employ about 18,000 people while offering:• A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs.• An environment where we win together by celebrating achievements and working collaboratively.• An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Area Sales Manager (Coimbatore/Madurai)
Why join Stryker? We are proud to be named one the World’s Best Workplaces and a Best Workplace for Diversity by Fortune Magazine! Learn more about our award-winning organization by visiting stryker.c
Sales Associate - Cincinnati, OH - Endoscopy
Why join Stryker? We are proud to be named one of the World’s Best Workplaces and a Best Workplace for Diversity by Fortune Magazine! Learn more about our award-winning organization by visiting stryke
Sports Medicine - Sales Representative - Green Bay, WI
Why join Stryker? We are proud to be named one of the World’s Best Workplaces and a Best Workplace for Diversity by Fortune Magazine! Learn more about our award-winning organization by visiting stryke
Retail Merchandiser - Electronics - Part Time
Retail Merchandiser - Electronics - Part Time LocationOH - DUBLIN Merchandisers - Retail Projects - No weekends or evenings. ActionLink is a premier retail marketing solutions company whose primary fo
Clinical Specialist, Spine Enabling Technologies (Charlotte, NC)
Why join Stryker? We are proud to be named one of the World’s Best Workplaces and a Best Workplace for Diversity by Fortune Magazine! Learn more about our award-winning organization by visiting stryke
Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center
This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, a
Machine Operator I - 2nd Shift- $20.65/hr + $1.00 Shift Premium
Why manufacturing at Stryker? We are proud to be named one the #1Best Workplace in Manufacturing and Production in the United States by Fortune Magazine since 2023! Are you interested in getting hands
Packaging Bag/Cardboard Coordinator B Shift
Packaging Clerk/Bag Purchaser (PLEASE ATTACH A RESUME) Purpose Scope: Our Company is in search of an experienced Inventory Assistant who will be working in the Supply department at the Grand Island, N
QUALITY ASSURANCE TECHNICIAN-1ST SHIFT (CB1)
We are hiring for a Quality Assurance Technician role at JBS Prepared Foods (Formerly Swift Prepared Foods) as a full-time employee in Council Bluffs, IA. As a QA Technician at JBS Prepared Foods, you
Senior Manager, Technical Accounting Compliance (hybrid)
Why finance at Stryker? Are you looking for a profitable and growing company with a great culture and reputation? Stryker was recently named one of the Best Workplace in the WORLD by Fortune! Here, yo
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved