Senior Wealth & Business Transition Strategist

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

Job summary

Fifth Third Bank seeks a Business Transition Senior Strategist to serve as the primary wealth planning expert for high-net-worth clients and business owners, coordinating with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking partners across pre- and post-transaction phases.

You will deliver integrated wealth and business transition strategies that align estate, tax, liquidity, and legacy goals while guiding clients through complex transition scenarios and

Qualifications

• Bachelor’s degree required.
• 10+ years of wealth planning, business advisory, investment banking, legal, accounting, or related professional services experience.
• Advanced degree or professional credentials (JD, CPA, CFP) preferred.

Responsibilities

• Partner with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking partners.
• Lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases.
• Coordinate preparation and review of client deliverables and presentations.
• Educate internal partners and clients on business transition strategies and trends.
• Coach and mentor Analysts and Strategists in advanced planning and advisory skills.

Skills

Wealth planning expertise

Client advisory

Business owner advisory

Relationship management

Analytical thinking

Education

Bachelor’s degree

Advanced degree or professional credentials (JD/CPA/CFP)

Job description

Fifth Third Bank seeks a Business Transition Senior Strategist to serve as the primary wealth planning expert for high-net-worth clients and business owners, coordinating with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking partners across pre- and post-transaction phases.

You will deliver integrated wealth and business transition strategies that align estate, tax, liquidity, and legacy goals while guiding clients through complex transition scenarios and