UHNW Wealth Strategy Lead

Fifth Third Bank; Chicago (IL); On-site; USD 122,000 - 262,000; Full time

Job summary

Fifth Third Bank in Indianapolis, Indiana seeks a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients. You will partner with Wealth Management Advisors and the Private Bank team to lead discovery, develop integrated wealth strategies, and support implementation.

The role drives client acquisition and retention through advanced planning excellence, oversees analysts and junior strategists, and builds trusted relationships with attorneys and CPAs

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in financial, estate, or wealth planning.
• Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning.
• Strong consultative communication and presentation skills.
• Ability to collaborate with WMAs and Private Bank teams.

Responsibilities

• Engage with clients and prospects to deliver comprehensive wealth strategies.
• Lead discovery, analyze client financial profiles, and develop integrated wealth plans.
• Coordinate preparation and review of client deliverables and oversee analysts.
• Present recommendations and support implementation of strategies.
• Coach and mentor analysts and junior strategists.

Skills

Wealth strategy

Client advisory

Relationship management

Analytical thinking

Business development support

Education

Bachelor's degree

JD, CPA, CFP preferred

Job description

Fifth Third Bank in Indianapolis, Indiana seeks a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients. You will partner with Wealth Management Advisors and the Private Bank team to lead discovery, develop integrated wealth strategies, and support implementation.

The role drives client acquisition and retention through advanced planning excellence, oversees analysts and junior strategists, and builds trusted relationships with attorneys and CPAs