Business Transition Strategist

🕒 August 4

🌽 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

🛡️ 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

• Partner with Wealth Management Advisors and One Bank partners to acquire and retain key client relationships • Assess business-owner transition readiness and develop customized pre- and post-transaction strategies • 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, and recapitalization scenarios • Coordinate preparation and review of transition plans, financial models, and presentations • Present recommendations and coordinate strategy execution with internal and external advisors • Lead coordination across Wealth Management, Commercial, and Investment Banking partners • Educate internal partners and clients on business transition strategies and trends • Coach and mentor Analysts and Strategists • Operate within the Bank’s risk framework and adhere to policies and procedures • 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 sale, succession, and liquidity transition scenarios • 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

• Incentive compensation plan eligibility • Comprehensive benefits supporting physical, financial, emotional, and social well-being • Benefits programs encompassing employees and their families