Financial Institutions Group – Insurance Corporate Client Director

YOUR RESPONSIBILITIES:    

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.    

•  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.   

MINIMUM REQUIREMENTS: 

• Undergraduate degree required, 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 required per Fifth Third guidelines. 

REQUIRED SKILLS:   

Qualified candidates will bring 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. 

SKILLS FOR SUCCESS:   

Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: 

• Client Advisory & Relationship Management – Ability to lead conversations, build trust, and deliver tailored solutions that deepen client relationships.   

• Origination & Commercial Impact – Skilled in identifying opportunities, developing  

                pitches, and converting ideas into revenue-generating engagements.   

• Team Leadership & Development – Proven ability to mentor, develop, and lead high-performing teams.   

• Market Insight & Thought Leadership – Ability to translate market trends into  

strategic content and client engagement strategies.   

• Team Management: 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.  

DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you​.