Business Management Strategist

Make banking a Fifth Third better® We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank. As the Director, Business Transition Advisor, this person serves as the primary Business Transition expert within the Business Transition Advisory Team. This resource works directly with high net business owners and closely held business entities to provide professional business transition consulting and advisory services through the development, delivery, and implementation of a customized transition strategy, pre through post transaction. This position will work in conjunction with Wealth Management Advisors, Commercial Relationship Managers, and Investment Bankers to expand our One Bank opportunities. 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. Identifies issues and business transition opportunities for review and discussion with the client and the client’s advisors. Works closely with business owning clients and prospects in all aspects of business transition planning from the business and personal perspectives; develop and manage business transition pipeline to achieve financial and client experience goals Coordinate One Bank team approach in client and prospect transition planning process Educate advisors on business transition topics, trends, issues; develops collateral internally and externally for advisors, clients and prospects Creates brand awareness and consideration through strategic business development activities and published thought leadership Provides subject matter expertise in complex tax consulting Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors. May directly supervise planning analysts. Provides employees with timely, candid, and constructive performance feedback. Develops the appropriate talent pool to ensure adequate bench strength and succession planning. Bachelor’s degree required; Deep expertise of tax, trust & estate planning- CPA, CFP, or Trust Certification preferred. Minimum of 8 years related Investment or Client Service experience with commercial- C-suite, business owners, high net worth clients (e.g. investment management and trust, legal or accounting). Experience with sophisticated business transitions of companies with EBITDA >$5M Maintain strong relationships with business partners including Wealth and Asset Management, Regional Leadership, LOB Leadership, Wholesale Bank through communication and education efforts. Computer / Technical: Ability to use all Microsoft Office software including Word, Excel, Power Point, and CoPilot. Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of computer screens. Travel required 45%. Business Transition Strategist Total Base Pay Range 121,900.00 - 262,100.00 USD Annual 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. com Careers page at: or by consulting with your talent acquisition partner. 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. Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.