Senior UHNW Wealth Strategy Architect

Fifth Third Bank; Houston (TX); On-site; USD 160,000 - 210,000; Full time

Job summary

Fifth Third Bank is seeking a Senior Wealth Strategist to lead high-net-worth client strategies for ultrahigh-net-worth individuals. You will partner with Wealth Management Advisors and the Private Bank team to discover needs, develop integrated plans, and drive execution with a focus on retention and acquisition.

Responsibilities include leading complex wealth strategies across tax, estate, investment, and cash flow planning, supervising analysts, and building strong internal and external

Qualifications

• 10+ years of experience in financial, estate, or wealth planning within a professional services or wealth management environment.
• Bachelor’s degree required.
• Strong consultative approach with excellent communication and presentation capabilities.
• Ability to collaborate, influence, and build relationships in a team-based environment.
• Experience supporting client acquisition and growth initiatives.

Responsibilities

• Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and participating in client meetings.
• Develop a detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals.
• Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines.
• Identify planning opportunities, research complex strategies, and review financial modeling prepared by analysts to assess potential outcomes.
• Coordinate preparation and review of client deliverables and provide oversight and guidance to analysts and junior strategists, ensuring accuracy and alignment with planning recommendations.
• Present recommendations, answer client and advisor questions, and support execution of strategies in partnership with the broader team.
• Coach and mentor Wealth Strategy Analysts and Wealth Strategists to support skill development and career growth.
• Build referral relationships with internal partners and external centers of influence such as attorneys and CPAs.
• Contribute to internal and external thought leadership and stay updated on legislative, regulatory, and market developments.
• Operate within the Bank's risk framework and adhere to policies and procedures.

Skills

Wealth strategy

Client advisory

Relationship management

Analytical thinking

Business development support

Professional credentials: JD, CPA, CFP

Education

Bachelor’s degree

Job description

Fifth Third Bank is seeking a Senior Wealth Strategist to lead high-net-worth client strategies for ultrahigh-net-worth individuals. You will partner with Wealth Management Advisors and the Private Bank team to discover needs, develop integrated plans, and drive execution with a focus on retention and acquisition.

Responsibilities include leading complex wealth strategies across tax, estate, investment, and cash flow planning, supervising analysts, and building strong internal and external