Senior Wealth Strategy Architect

Fifth Third Bank; Sarasota (FL); On-site; USD 100,000 - 140,000; Full time

Job summary

Fifth Third Bank in Tampa, FL seeks a Senior Wealth Strategy Analyst to partner with Wealth Strategists, delivering data-driven analyses and client-ready planning materials for high net worth engagements.

The role develops planning models, updates analyses as client circumstances evolve, and coaches junior analysts while ensuring accuracy and timely output within the bank's risk framework.

Qualifications

• Bachelor's degree required.
• 5+ years in wealth planning or financial analysis.
• Experience in a professional or financial services environment.

Responsibilities

• Review and organize client financial information to support analyses.
• Prepare cash flow models and estate flowcharts to evaluate planning strategies.
• Develop client-ready materials for Wealth Strategists.
• Research advanced planning strategies across estate, tax, insurance, and cash flow.
• Track deliverables and coordinate workflow for timely output.
• Update analyses as circumstances evolve to stay aligned with client objectives.
• Collaborate with Wealth Strategists to support planning efforts.
• Coach and mentor junior analysts.
• Develop internal materials and planning collateral.

Skills

Financial planning

Analytical skills

Collaboration & communication

Attention to detail

Problem solving

CFP credentials

Learning agility

Coaching & team contribution

Leadership potential

Education

Bachelor's degree

Tools

eMoney

Microsoft Office (Word, Excel, PowerPoint)

Job description

Fifth Third Bank in Tampa, FL seeks a Senior Wealth Strategy Analyst to partner with Wealth Strategists, delivering data-driven analyses and client-ready planning materials for high net worth engagements.

The role develops planning models, updates analyses as client circumstances evolve, and coaches junior analysts while ensuring accuracy and timely output within the bank's risk framework.