UHNW Wealth Strategy Leader — Private Banking Expert

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

Job summary

Fifth Third Bank is seeking a Senior Wealth Strategist in Indianapolis to lead complex wealth strategies for high-net-worth clients. You will partner with Wealth Management Advisors and Private Bank teams to develop integrated plans across estate, tax, investment, and cash flow disciplines.

You will supervise analysts, contribute to client acquisition and retention, and help translate strategic recommendations into actionable solutions while ensuring risk and regulatory compliance.

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in financial, estate, or wealth planning.
• Advanced knowledge across cash flow, tax, estate and charitable planning.

Responsibilities

• Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies.
• Develop customized wealth strategies across estate, income tax, gift and estate tax, investment and cash flow planning.
• Lead research and modeling to assess potential outcomes and present recommendations.
• Coordinate client deliverables and oversee analysts and junior strategists.

Skills

Wealth Strategy

Client Advisory

Relationship Management

Analytical Thinking

Business Development

Leadership Coaching

Influence & Communication

Regulatory Awareness

Education

Bachelor’s degree

Job description

Fifth Third Bank is seeking a Senior Wealth Strategist in Indianapolis to lead complex wealth strategies for high-net-worth clients. You will partner with Wealth Management Advisors and Private Bank teams to develop integrated plans across estate, tax, investment, and cash flow disciplines.

You will supervise analysts, contribute to client acquisition and retention, and help translate strategic recommendations into actionable solutions while ensuring risk and regulatory compliance.