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GENERAL FUNCTION:
The FS Family Office Team Lead is responsible for overseeing the Family Office Administrators and ensuring the efficient processing of financial information and preparation of financial reports. This role involves managing a team that serves high-net-worth families in various wealth management roles, ranging from portfolio management to lifestyle management. The Team Lead collaborates closely with the Managing Director, Trust and Family Office and the Relationship Managers (RMs) of the Family Office to achieve strategic and financial objectives while delivering a distinguished client experience.
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 DUTIES AND RESPONSIBILITIES:
SUPERVISORY RESPONSIBLITIES:
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
WORKING CONDITIONS:
FS Family Office Administration Team Lead
LOCATION -- Chapel Hill, North Carolina 27517
Fifth 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.