Institutional Business Development Officer
 First Citizens Bank | |
retirement plan
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 United States, Florida, Tampa | |
| 327 North Dale Mabry Highway (Show on map) | |
 Aug 24, 2026 | |
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Overview
This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank's offerings to determine the appropriate service for client needs. Facilitates client service and retention goals by ensuring a smooth transition of the business for any acquired clients. Responsibilities & Qualifications Duties & Responsibilities: Client Acquisition - Promotes the Bank's institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals. Partnership - Cultivates strong partnerships with associates and team members to achieve sales results. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners. Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners. Coordination - Coordinates activities and communication between the Bank's administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses. Position Specific Skills: Understanding of the investment markets and economics in general Understanding of Qualified Retirement Plan Market Understanding of Philanthropic & Charitable Market Qualifications: Minimum Required Education and Experience: Bachelor's Degree and 6 years' experience OR High School Diploma or GED/Equivalent and 10 years' experience in Practical Institutional Wealth Business (either Administration or Sales) Preferred Education: Preferred Area of Study: Preferred Area of Experience: Required Licenses or Certifications: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses - IO Preferred Licenses or Certifications: Additional Information Bachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales) License or Certification Type: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses Required Skill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits. #LI-JW2 | |