Senior Banking Strategist

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Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (

$10MM investable and/or $15 million in net worth) involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Focus in this process is gaining and documenting an effective level of understanding of the family's current financial situation across all disciplines and collaboratively developing a Wealth Strategy to propose. Remains engaged with the Private Bank team in executing on the Wealth Strategy and assists the Private Bank team in coordinating the client experience.

Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances. Additionally responsible for contributing to the group's creation of thought leadership pieces focused on various financial planning concepts that will be used to educate prospects and clients.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Primary focus is understanding and memorializing the entirety of the client's/prospect's current financial structure, including organizational structure of their net worth, their cash flow and income tax situation, their family tree and business entity structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists, and leveraging Life360 and other tools as identified.

• Will coordinate the preparation of net worth statements, current cash flow projections at a high level, current preliminary estate flow illustrations, and other illustrations as needed, supervising Wealth Strategists and Analysts in the production of these and reviewing and presenting them in collaboration with the specialists serving the client.
• Will develop, present, modify and maintain, in collaboration with the full Private Bank team, a Wealth Strategy for each client and prospect. Identifies issues and planning opportunities for review and discussion with the client and the client's advisors.
• Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.

Post-Discovery plan design, maintenance, implementation, and optimization

Where one of the next steps in the Wealth Strategy is the development of a coordinated, more comprehensive analysis of alternatives to consider, decide and act upon (a Wealth Plan), responsible for leading the planning experience: delivering customized wealth plans, which includes providing professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement).

Reviews all client deliverables for which the Strategist is the lead.

Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base.

Coaches and counsels Private Bank team members or One Bank partners on financial planning strategies via formal training or as part of client relationship reviews.

Assists with development and presentation of training programs.

Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory, and case law changes.

Attends/ participates in community and/or industry-specific forums, conferences and/or to broaden relations, network, and continually deepen knowledge of trends, practices, products and competitors.

Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.

Participates in the ongoing development of the wealth planning process.

Responsible for providing Wealth Planning Analyst and Wealth Strategists timely, candid, and constructive feedback; develop Analysts and Strategists to their fullest potential and provide challenging opportunities that enhance employee career growth; Bachelor's degree required.

• 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm.
• High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis.
• Resourcefulness in finding creative solutions.

Senior Wealth Strategist

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. In addition to the base 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 social well-being. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.