Business Transition Strategist

🕒 August 4

🇺🇸 United States – Remote

💵 $121.9k - $262.1k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 51%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fifth Third Bank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1858

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

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

• Serve as the primary wealth planning expert for high-net-worth clients and prospects, specializing in business owners and closely held entities navigating ownership transitions • Partner with Wealth Management Advisors, Commercial Relationship Managers, Investment Banking partners, and One Bank partners • Acquire and retain key client relationships through comprehensive wealth strategies • Assess business transition readiness and identify risks and opportunities • Develop customized transition strategies spanning pre- and post-transaction phases • Align business transition plans with estate planning, tax optimization, liquidity planning, and legacy goals • Lead integrated wealth plans across estate, tax, investment, risk, insurance, and cash flow planning • Research planning opportunities and model financial and tax implications of sale, transfer, or recapitalization scenarios • Coordinate preparation and review of transition plans, financial models, and presentations • Present recommendations and coordinate execution with internal and external advisors • Lead coordinated delivery across Wealth Management, Commercial, and Investment Banking • Educate internal partners and clients through presentations, materials, and external engagement • Coach and mentor Analysts and Strategists • Operate within the Bank’s risk framework and ensure policy and procedure adherence • Perform other duties as assigned

🎯 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 • 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 • Ability to connect business transition outcomes with long-term wealth and legacy planning • Demonstrated ability to contribute to pipeline development and growth initiatives • Ability to engage effectively with business owners, advisors, and senior partners • Understanding of trends, market dynamics, and practices related to business transitions • JD, CPA, CFP®, or equivalent credentials preferred

🏖️ Benefits

• Comprehensive benefits supporting physical, financial, emotional and social well-being • Incentive compensation plan based on company, line of business and/or individual performance • Differentiated compensation offerings • Employee and family benefits programs