UHNW Wealth Strategy Lead & Client Growth Expert

Fifth Third; Texas; On-site; USD 180,000 - 260,000; Full time

Job summary

Fifth Third Bank is seeking a Senior Wealth Strategist in Dallas, TX to serve as the primary wealth strategy expert for high-net-worth clients and prospects with complex financial needs. This role partners with Wealth Management Advisors and the Private Bank team to lead discovery and develop integrated wealth strategies, supporting implementation and client experience.

You will work to acquire and retain key relationships, deliver comprehensive wealth plans, and mentor junior staff while

Responsibilities

• Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies.
• Develop detailed understanding of client financial profiles, including net worth, cash flow, estate plans, and charitable goals.
• Lead development of customized wealth strategies across estate, tax, investment, risk, and cash flow planning.
• Review financial modeling and coordinate preparation of client deliverables with analysts.
• Present recommendations and support execution of strategies in partnership with the team.
• Coach and mentor analysts and strategists to support skill development and growth.
• Build referral relationships with internal partners and external CPAs/attorneys.
• Contribute to thought leadership and stay updated on regulatory and market developments.

Job description

Fifth Third Bank is seeking a Senior Wealth Strategist in Dallas, TX to serve as the primary wealth strategy expert for high-net-worth clients and prospects with complex financial needs. This role partners with Wealth Management Advisors and the Private Bank team to lead discovery and develop integrated wealth strategies, supporting implementation and client experience.

You will work to acquire and retain key relationships, deliver comprehensive wealth plans, and mentor junior staff while