Strategic Business Transition Director

Fifth Third Bancorp; Honolulu (HI); On-site; USD 120,400 - 241,300; Full time

Job summary

Fifth Third Bancorp seeks a senior strategist to advance Business Transition Advisory initiatives, partnering across One Bank, Private Bank, Commercial Bank and Capital Markets to expand client reach and grow fee income.

The role focuses on building relationships with business owners and executives through advisory services, educational sessions, and a strong, compliant referral pipeline, while coordinating with cross-functional teams to navigate complex transitions and deliver measurable

Qualifications

• Bachelor's degree required; graduate degree preferred.
• 10 years related investment or client service experience (e.g., investment management and trust, legal or accounting).
• Required licenses: SIE, 7 or 79, and Series 63.
• Strong relationship management and client service skills.
• Excellent communication and presentation skills.

Responsibilities

• Develop strategic relationships with One Bank partners to execute on Business Transition Advisory strategy with focus on target client.
• Assess whether securities products and capital markets services would be appropriate for a client and coordinate with Capital Markets teams to provide those products and services.
• Deliver educational sessions to Private Bank, Middle Market, Corporate Finance and Capital Markets as well as external panels to highlight transition advisory capabilities, process and value.
• Contribute to strategic alliances to integrate business transition advisory services for business owners and key executives as they navigate wealth transitions.
• Proactively communicate with partners on referrals, opportunities, and prospects.
• Provide advisory services to clients navigating complex business transitions minimum EBITDA of $5M or greater and post-transition liquidity of $15M or greater per owner.
• Strengthen and increase usage of the Private Bank to business owners and executives at every stage of their business life cycle including transition planning.
• Execute on business transition processes and operating rhythms to develop and manage a robust pipeline leading to closed business and achievement of client experience and financial outcomes.
• Contribute to continuous improvement of business advisory transition practice management.
• Responsible for risk by following policies and ensuring positive customer experience.

Skills

Investment experience

Client relationship management

Leadership and problem solving

Communication and presentation

Education

Bachelor's degree

Graduate degree preferred

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Fifth Third Bancorp seeks a senior strategist to advance Business Transition Advisory initiatives, partnering across One Bank, Private Bank, Commercial Bank and Capital Markets to expand client reach and grow fee income.

The role focuses on building relationships with business owners and executives through advisory services, educational sessions, and a strong, compliant referral pipeline, while coordinating with cross-functional teams to navigate complex transitions and deliver measurable