Lead UHNW Wealth Strategy Architect

Fifth Third Bank, N.A.; Dallas (TX); On-site; USD 140,000 - 210,000; Full time

Job summary

Fifth Third Bank, N.A. seeks a Senior Wealth Strategist to lead complex planning for ultra-high-net-worth clients (> $15MM). The role collaborates with Wealth Management Advisors and Private Bank teams to craft integrated strategies and drive client acquisition, retention and experience.

The candidate will oversee deliverables, mentor analysts, and contribute to thought leadership while navigating regulatory and market developments.

Qualifications

• Advanced knowledge across cash flow, income tax, estate planning and charitable strategies.
• Strong consultative approach with excellent communication and presentation skills.
• Ability to collaborate and influence in a team environment.
• Analytical ability to assess complex scenarios and craft recommendations.
• Experience supporting client acquisition and growth initiatives.

Responsibilities

• Lead discovery and develop integrated wealth strategies for high-net-worth clients.
• Partner with WMAs and Private Bank teams to acquire and retain key relationships.
• Coordinate preparation and review of client deliverables and oversee analysts.
• Present recommendations and support strategy implementation with the team.
• Coach and mentor junior strategists to grow capability and talent.

Skills

Wealth Strategy

Client Advisory

Relationship Management

Analytical Thinking

Business Development

Education

Bachelor's degree

Job description

Fifth Third Bank, N.A. seeks a Senior Wealth Strategist to lead complex planning for ultra-high-net-worth clients (> $15MM). The role collaborates with Wealth Management Advisors and Private Bank teams to craft integrated strategies and drive client acquisition, retention and experience.

The candidate will oversee deliverables, mentor analysts, and contribute to thought leadership while navigating regulatory and market developments.