Business Transition Strategist
Fifth Third BankAbout the role
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GENERAL FUNCTION:
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.
DUTIES & RESPONSIBILITIES:
Plays a major role in the sales process in acquiring significant relationships to achieve annual AUM and Fee sales goals: 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.
Participates actively in professional associations.
SUPERVISORY RESPONSIBILITIES: May directly supervise planning analysts. Provides employees with timely, candid, and constructive performance feedback. Develops employees to their fullest potential by providing challenging opportunities. Develops the appropriate talent pool to ensure adequate bench strength and succession planning. Recognizes and rewards employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Bachelor’s degree required; JD LLM preferred.
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.
Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively
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