Job Description
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
ABOUT THE ROLE:
The Business Transition Senior Strategist serves as the primary wealth planning expert for high-net-worth clients and prospects, with a specialized focus on business owners and closely held entities navigating ownership transition events. This role partners closely with Wealth Management Advisors (WMAs), Commercial Relationship Managers, and Investment Banking partners to lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases.
The role contributes directly to client acquisition, retention, and overall client experience by delivering comprehensive planning solutions that align business transition outcomes with personal wealth, estate, and tax objectives.
Please...
ABOUT THE ROLE:
The Business Transition Senior Strategist serves as the primary wealth planning expert for high-net-worth clients and prospects, with a specialized focus on business owners and closely held entities navigating ownership transition events. This role partners closely with Wealth Management Advisors (WMAs), Commercial Relationship Managers, and Investment Banking partners to lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases.
The role contributes directly to client acquisition, retention, and overall client experience by delivering comprehensive planning solutions that align business transition outcomes with personal wealth, estate, and tax objectives.
Please...