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Senior Wealth & Business Transition Strategist
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-07
Listing for:
Fifth Third
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Fifth Third Bank seeks a Business Transition Senior Strategist to guide wealth planning for high-net-worth business owners through ownership transitions. You will partner with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking to craft integrated transition solutions across pre- and post-transaction phases.
The role emphasizes client acquisition and retention through comprehensive planning, modeling of tax and liquidity needs, leadership of Analysts, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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