Jobs in Naples, FL

About the role

The Director, Risk Advisory leads the Risk Advisory capability within Strategic Client Advisory Solutions. The role establishes a consistent approach for incorporating insurance and risk-management considerations into the wealth strategy process, leads and develops the Risk Advisory team, and personally advises on complex client situations. The Director partners with Wealth Advisors, Wealth Strategists and other specialists to identify protection, liquidity, estate, business succession and wealth-transfer needs and to coordinate appropriate insurance solutions. The role oversees case quality, regional alignment, operating discipline and risk governance while maintaining direct accountability for client and advisor engagement. Please see below for specific responsibilities and requirements for this role. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

What you'll bring

• ·        Bachelor’s degree or equivalent combination of education and experience.
• ·        Appropriate state insurance licenses for Life, Health and Long-Term Care, as required under Fifth Third licensing guidelines.
• ·        10+ years of insurance, wealth planning or related financial-services experience, including significant experience with high-net-worth clients.
• ·        Demonstrated experience leading or coaching professionals and managing complex client engagements in a regulated environment.
• Qualified candidates will possess an advanced degree of proficiency, typically developed through 10 or more years of relevant experience, in:
• ·        Advanced Insurance Planning: Evaluating and explaining sophisticated insurance structures within estate, liquidity, business succession and wealth-transfer planning.
• ·        Advisory Leadership: Leading a client-focused advisory function while personally delivering complex work.
• ·        Holistic Wealth Integration: Connecting risk-management recommendations to broader wealth plans and coordinating across multiple specialists.
• ·        Risk and Regulatory Judgment: Applying licensing, suitability, fiduciary, documentation and escalation requirements in a regulated financial-services environment.
• ·        Executive Communication: Translating complex concepts into clear recommendations for clients, advisors and senior stakeholders.
• Please refer to the “Skills for Success” section to learn how to stand out as an applicant.

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