Business Transition Strategist

Fifth Third Bank

Business Transition Senior Strategist serving high-net-worth clients, focusing on business ownership transition. Collaborating with Wealth Management Advisors and partners to develop integrated wealth strategies.

Posted 6/30/2026full-timeRemote • Illinois, Missouri • 🇺🇸 United StatesSeniorLead💰 $121,900 - $262,100 per yearWebsite

About the role

Key responsibilities & impact

Partner with WMAs and One Bank partners to acquire and retain key client relationships by delivering comprehensive wealth strategies, with a focus on business owners and transition opportunities.
Work directly with business owners to assess transition readiness, identify key risks and opportunities, and develop customized transition strategies spanning pre- and post-transaction phases.
Align business transition plans with personal wealth strategies, including estate planning, tax optimization, liquidity planning, and legacy goals.
Lead development of integrated wealth plans across estate, tax, investment, risk, insurance, and cash flow planning disciplines.
Identify planning opportunities and model financial and tax implications of business transition scenarios, including sale, transfer, or recapitalization strategies.
Coordinate preparation and review of client deliverables, including transition plans, financial models, and presentations.
Present recommendations and coordinate execution of transition and wealth planning strategies in partnership with internal and external advisors.
Lead a coordinated team approach across Wealth Management, Commercial, and Investment Banking partners to deliver a seamless client experience.

Requirements

What you’ll need

Bachelor’s degree required.
10+ years of experience in wealth planning, business advisory, investment banking, legal, accounting, or related professional services environment supporting business owners.
Advanced knowledge of estate, tax, investment, and business transition planning concepts.
Strong consultative approach with excellent communication and presentation capabilities.
Ability to advise on complex transition scenarios including sale, succession, and liquidity events.
Ability to collaborate and influence across a matrixed, team-based environment.
Strong problem-solving and financial modeling capabilities.
Professional Credentials: JD, CPA, CFP®, or equivalent credentials preferred.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses
Wellness programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Wealth StrategiesTransition Readiness AssessmentRisk IdentificationCustomized Transition StrategiesFinancial ModelingClient Deliverables PreparationInvestment PlanningInsurance PlanningCash Flow PlanningLiquidity Planning

Soft Skills

Consultative ApproachExcellent CommunicationPresentation CapabilitiesCollaborationProblem-Solving

Certifications

JDCPACFP®