Remote Wealth & Business Transition Strategist

Fifth Third; Indianapolis (IN); Remote; USD 122,000 - 262,000; Full time

Job summary

Fifth Third Bank seeks a Business Transition Senior Strategist to lead integrated wealth and business transition planning for high-net-worth clients, especially business owners. You will collaborate with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking partners to develop and implement transition strategies that align with estate and tax objectives.

Responsibilities include discovery, modeling, and delivering comprehensive transition plans across pre- and

Qualifications

• Advanced knowledge of estate, tax, investment, and business transition planning concepts.
• Strong consultative approach with excellent communication and presentation skills.
• Ability to advise on complex transition scenarios including sale, succession, and liquidity events.

Responsibilities

• Partner with WMAs and One Bank partners to acquire and retain key client relationships with wealth strategies for business owners.
• Assess transition readiness, identify risks and opportunities, and develop customized transition plans across pre- and post-transaction phases.
• Align transition plans with estate, tax, investment, insurance, and cash flow planning.

Skills

Wealth & Transition Planning

Client Advisory

Business Owner Advisory

Relationship Management

Analytical Thinking

Education

Bachelor's degree

JD/CPA/CFP preferred

Job description

Fifth Third Bank seeks a Business Transition Senior Strategist to lead integrated wealth and business transition planning for high-net-worth clients, especially business owners. You will collaborate with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking partners to develop and implement transition strategies that align with estate and tax objectives.

Responsibilities include discovery, modeling, and delivering comprehensive transition plans across pre- and