Lead UHNW Wealth Strategy Architect

Fifth Third Bank; Indianapolis (IN); On-site; USD 122,000 - 262,000; Full time

Job summary

Fifth Third Bank's Private Bank seeks a Senior Wealth Strategist to serve high-net-worth clients (> $15M net worth). You will partner with Wealth Management Advisors to lead discovery, craft integrated wealth strategies, and support implementation.

This role drives client acquisition and retention through advanced planning, coordinates with analysts, and mentors junior strategists while building trusted relationships with attorneys and CPAs.

Qualifications

• Bachelor's degree required.
• 10+ years of experience in financial, estate, or wealth planning.
• Advanced credentials such as JD, CPA, or CFP preferred.

Responsibilities

• Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies.
• Develop detailed understanding of client profiles including net worth, cash flow, ownership structures, and estate plans.
• Lead development of customized wealth strategies across estate, tax, investment, and cash flow planning.
• Review financial modeling and ensure deliverables align with recommendations.
• Coach and mentor analysts and junior strategists; support business development with partners.

Skills

Wealth strategy

Client advisory

Relationship management

Analytical thinking

Leadership & coaching

Credentials: JD/CPA/CFP

Education

Bachelor's degree

Tools

JD/CPA/CFP credentials

Job description

Fifth Third Bank's Private Bank seeks a Senior Wealth Strategist to serve high-net-worth clients (> $15M net worth). You will partner with Wealth Management Advisors to lead discovery, craft integrated wealth strategies, and support implementation.

This role drives client acquisition and retention through advanced planning, coordinates with analysts, and mentors junior strategists while building trusted relationships with attorneys and CPAs.