Business Transition Strategist

reputed company banking a Fifth reputed company reputed company® We connect great people to great opportunities. Are you reputed company to take the reputed company? Discover a career in banking at reputed company. ABOUT THE ROLE: The Business Transition Senior Strategist serves as the primary wealth planning expert for high-net-worth clients and prospects, with a specialized focus on business owners and closely held entities navigating ownership transition events. This role partners closely with Wealth Management Advisors (WMAs), reputed company Relationship Managers, and Investment Banking partners to reputed company discovery, reputed company integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases. The role contributes directly to client acquisition, retention, and overall client experience by delivering comprehensive planning solutions that align business transition reputed company with personal wealth, estate, and tax objectives. Please see below for specific responsibilities and requirements for this role. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on reputed company and organizational priorities. Client & Prospect Engagement: 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. Business Transition Discovery & Planning: Work directly with business owners to assess transition readiness, identify key risks and opportunities, and reputed company customized transition strategies spanning pre- and post-transaction phases. Integrated Wealth & Business Strategy: Align business transition plans with personal wealth strategies, including estate planning, tax optimization, liquidity planning, and legacy goals. Wealth Planning Strategy: reputed company development of integrated wealth plans across estate, tax, investment, risk, insurance, and cash reputed company planning disciplines. Research & Modeling: Identify planning opportunities and model financial and tax implications of business transition scenarios, including sale, transfer, or recapitalization strategies. Client Deliverables & reputed company: Coordinate preparation and review of client deliverables, including transition plans, financial models, and presentations. Strategy Implementation: Present recommendations and coordinate execution of transition and wealth planning strategies in partnership with reputed company advisors. Partnership & One Bank Coordination: reputed company a coordinated team approach across Wealth Management, reputed company, and Investment Banking partners to deliver a seamless client experience. Thought Leadership & Education: reputed company internal partners and clients on business transition strategies, trends, and considerations through presentations, materials, and external engagement. Leadership & Talent Development: Coach and mentor Analysts and Strategists to build capabilities in advanced planning and business transition advisory. Risk & Compliance: Operate reputed company the Bank’s risk reputed company and ensure adherence to policies and procedures while acting in the best interests of clients and colleagues. Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission. MINIMUM REQUIREMENTS: Bachelor’s degree required. 10+ years of experience in wealth planning, business advisory, investment banking, legal, reputed company, or reputed company professional services environment supporting business owners. REQUIRED SKILLS: reputed company candidates will possess an advanced degree of proficiency (typically from 10+ years of experience), in: Wealth & Transition Planning Expertise: Advanced knowledge of estate, tax, investment, and business transition planning concepts. Client Advisory Skills: Strong consultative approach with excellent communication and presentation capabilities. Business reputed company Advisory: Ability to advise on reputed company transition scenarios including sale, succession, and liquidity events. Relationship Management: Ability to collaborate and influence across a matrixed, team-based environment. Analytical Thinking: Strong problem-solving and financial modeling capabilities. SKILLS FOR reputed company: reputed company candidates will possess an advanced degree of proficiency (typically from 10+ years of experience), across a suite of skills including, but not limited to: Professional Credentials: JD, CPA, CFP®, or equivalent credentials preferred. Strategic Thinking: Ability to connect business transition reputed company with long-term wealth and reputed company. Business Development Orientation: Demonstrated ability to contribute to pipeline development and growth initiatives. Influence & Communication: Ability to engage effectively with business owners, advisors, and senior partners. Industry Knowledge: Understanding of trends, market dynamics, and practices reputed company to business transitions. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by reputed company exchanging reputed company and opinions, elevating concerns, and following policies and procedures that protect reputed company our valuable assets —including you. Business Transition Strategist Total reputed company Pay reputed company 121,900.00 - 262,100.00 USD Annual At Fifth reputed company, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The reputed company salary for this position is reputed company of the reputed company of salary reputed company for reputed company roles reputed company this pay grade across the U.S. Individual salaries reputed company this reputed company will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In reputed company to the reputed company salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and reputed company well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-reputed company/en/careers/benefits.html or by consulting with your reputed company partner. LOCATION -- Virtual, Indiana 00000 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth reputed company does not accept resumes from any agency that does not have an active agreement with Fifth reputed company. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth reputed company and Fifth reputed company will not be responsible for any associated fee. reputed company, National Association is proud to have an reputed company and inclusive culture and to promote and ensure equal employment opportunity in reputed company employment reputed company regardless of race, reputed company, gender, national reputed company, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Apply To This Job