Fifth Third Bank
Indianapolis, IN
+ 8 other locations
Make banking a Fifth Third better®
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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 see below for specific responsibilities and requirements for this role.
The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
Qualified candidates will possess an advanced degree of proficiency (typically from 10+ years of experience), in:
Qualified candidates will possess an advanced degree of proficiency (typically from 10+ years of experience), across a suite of skills including, but not limited to:
Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you.
Business Transition Strategist
Total Base Pay Range 121,900.00 - 262,100.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at:
https://www.53.com/content/fifth-third/en/careers/benefits.html
or by consulting with your talent acquisition partner.
LOCATION -- Virtual, Indiana 00000
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.