Financial Institutions Group – Insurance Corporate Client Director

Insurance Corporate Client Director

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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.

• 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.

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.

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,…