Business Transition Strategist

Fifth Third Bancorp
Indiana, Chicago
Workplace: RemoteFull timeUSD 121,900 - 262,100 annuallyFunction: Finance & AccountingExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Consultative advisory","Relationship management","Problem-solving","Mentoring"]

Serve as the primary wealth planning expert for high-net-worth clients and prospects focused on business owners and closely held entities navigating ownership transitions. Partner with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking to deliver integrated wealth and business transition strategies across pre- and post-transaction phases, including estate, tax, investment, liquidity, and legacy planning. Lead research, modeling, client deliverables, recommendations, and coordination through a One Bank team approach.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Business Transition Strategist

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Last checked: 6 hours agoStatus: Live

Job Summary

Serve as the primary wealth planning expert for high-net-worth clients and prospects focused on business owners and closely held entities navigating ownership transitions. Partner with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking to deliver integrated wealth and business transition strategies across pre- and post-transaction phases, including estate, tax, investment, liquidity, and legacy planning. Lead research, modeling, client deliverables, recommendations, and coordination through a One Bank team approach.
Location: Indiana, Chicago
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Partner with Wealth Management Advisors and One Bank partners to acquire and retain key client relationships through comprehensive wealth strategies for business owners.
  • •Lead business transition discovery and planning by assessing readiness, identifying risks/opportunities, and developing customized pre- and post-transaction strategies.
  • •Align transition plans with personal wealth strategy across estate, tax, investment, risk, insurance, and cash flow planning.
  • •Perform research and modeling of financial and tax implications of sale, transfer, or recapitalization scenarios and produce client deliverables and presentations.
  • •Present recommendations and coordinate implementation while leading a coordinated team approach across Wealth Management, Commercial, and Investment Banking; educate partners/clients and coach Analysts/Strategists.

Pay and Benefits

Salary: USD 121,900 - 262,100 annually

Key Requirements

  • •Bachelor’s degree required.
  • •10+ years of experience in wealth planning, business advisory, investment banking, legal, accounting, or related professional services supporting business owners.
  • •Advanced knowledge of estate, tax, investment, and business transition planning concepts.
  • •Ability to advise on complex transition scenarios including sale, succession, and liquidity events.
  • •Strong consultative communication and presentation skills.
Experience:10+ yearsWealth planningBusiness advisoryInvestment bankingEstate planning
Education:Bachelor's
Skills:CommunicationConsultative advisoryRelationship managementProblem-solvingMentoring
Certifications:JDCPACFP®

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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