Senior Wealth & Business Transition Strategist (Remote)

Fifth Third Bank; Indianapolis (IN); On-site; 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, focusing on business owners and closely held entities navigating ownership transitions.

The role partners with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking to lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases.

Qualifications

• Wealth planning, estate, tax and business transition concepts.
• Strong consultative communication and presentation abilities.
• Ability to advise on complex transition scenarios including sale, succession, and liquidity events.
• Collaborate across teams in a matrixed environment.
• Strong financial modeling and problem-solving capabilities.

Responsibilities

• Partner with Wealth Management Advisors and Bank partners to acquire and retain key client relationships with comprehensive wealth strategies.
• Assess transition readiness with business owners and develop customized pre- and post-transaction plans.
• Align business transition plans with personal wealth, estate, tax, liquidity, and legacy goals.
• Lead development of integrated wealth plans spanning estate, tax, investment, risk, and cash flow planning.
• Model financial and tax implications of transition scenarios and prepare client deliverables.

Skills

Wealth planning expertise

Client advisory skills

Business owner advisory

Relationship management

Analytical thinking

Education

Bachelor’s degree

Job description

Fifth Third Bank seeks a Business Transition Senior Strategist to serve as the primary wealth planning expert for high-net-worth clients, focusing on business owners and closely held entities navigating ownership transitions.

The role partners with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking to lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases.