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Family Wealth Governance Officer

Company: Fifth Third Bank
Location: Indianapolis
Posted on: April 3, 2024

Job Description:

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 Family Wealth Governance Officer performs a perform a wide variety of duties to support Family Wealth Governance focusing on the ultra-high net worth clients and prospects. Reports to the Managing Director, Family Wealth.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 Responsibilities:

  • Provide the administrative development of family wealth governance using sound principle and practices, and implement objectively in a timely based manner.
  • Creating Family Governance content library for the Family Wealth client segment,$25M+ AUM, spanning relevant subject matter for structuring and guiding family meetings
  • Collaborate with Risk and Compliance to ensure governance framework is working as intended and within all regulatory guidelines.
  • Partner with internal teammates and external vendors to develop an educational platform to be leveraged for client and prospect meetings.
    • Attend industry leading conferences and events to dynamically update thought leadership and program materials.
    • Develop process for integrating educational material into Family Wealth service platform.
    • Study and create appropriate pricing model for a la carte Family office or client all-inclusive services.
    • Educate Accredited Regional Wealth Advisors on capabilities and implementation.
    • Conduct client-facing governance meetings across the footprint with Wealth Management Advisor support and provide on-going client guidance to complete governance courseworkSupervisory: NoneMinimum Experience, Skills and Abilities required:
      • Bachelor's degree or beyond.
      • Minimum five years of Private Bank and/or Philanthropy experience.
      • Strong communication skills, both oral and written.
      • Strong organization skills, with attention to detail.
      • Self-starter with ability to manage competing priorities.
      • Client-facing experience.
      • Travel will be required.Family Wealth Governance OfficerLOCATION -- Chicago, Illinois 60606Fifth 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.

Keywords: Fifth Third Bank, Indianapolis , Family Wealth Governance Officer, Other , Indianapolis, Indiana

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