Business Transition Strategist

Serve as the primary wealth planning expert for high-net-worth business owners and closely held entities navigating ownership transitions. Partner with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking to lead discovery, create integrated wealth and business transition strategies, and coordinate implementation across pre- and post-transaction phases. Deliver client-facing plans and presentations, model financial and tax impacts, and educate internal partners and clients while coaching junior analysts and strategists.