Business Transition Strategist

🔥 12 hours ago

🌽 Illinois, Michigan – Remote

🌽 Illinois – Remote 🚗 Michigan – Remote

💵 $121.9k - $262.1k / year

⏰ Full Time

🟠 Senior

🔴 Lead

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Fifth Third Bank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1858

🏦 Banking

Banking

Fifth Third Bank is a diversified financial services company offering a wide range of banking and financial products and services. It provides personal banking solutions such as checking and savings accounts, credit and debit cards, and identity theft protection. Borrowers can access various loans and mortgage options, while investors benefit from investment products like ETFs, mutual funds, and stocks. The bank also provides a robust set of services for businesses and commercial clients, including cash management, treasury management, and specialized lending solutions. Additionally, Fifth Third offers wealth management services with private banking, trust, and estate services. Customers can benefit from Fifth Third's online and mobile banking platforms, enabling them to bank anywhere at any time. Fifth Third Bank is focused on delivering seamless banking experiences with a strong emphasis on customer convenience and security.

📋 Description

• 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

• 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

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