Business Transition Development Director

Fifth Third Bank

. Execute the Business Transition Advisory strategy to achieve AUM goals and closed business .

Posted 10/26/2026full-timeRemote • Texas • United StatesLead💰 $121,900 - $262,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Private Banking Wealth Management and Business Transition Advisory, with a strong focus on relationship management, business development, and risk assessment. Proven ability to deliver exceptional client service and effectively communicate with diverse stakeholders.

Highest-signal resume keywords

Private Banking Wealth ManagementBusiness DevelopmentRelationship ManagementRisk AssessmentClient Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Transition AdvisoryStrategic Relationship DevelopmentAdvisory ServicesRisk ManagementPipeline Development

Soft Skills

Interpersonal SkillsNegotiation SkillsProblem-Solving SkillsAnalytical SkillsPresentation Skills

Tools & Technologies

Microsoft OfficeWordExcelPowerPointCoPilot

Certifications & Qualifications

SIESeries 7Series 63

Industry Keywords

Wealth ManagementTrust and LegalBusiness LifecycleStrategic AlliancesFee Income

About the role

Key responsibilities & impact

Execute the Business Transition Advisory strategy to achieve AUM goals and closed business
Improve referrals for wealth management services to business owners and business executives
Partner with Regional Private Bank, Commercial Bank, and Capital Markets to expand One Bank integration and grow fee income
Develop strategic relationships with One Bank partners focused on target clients
Deliver educational sessions to banking groups and external panels
Contribute to strategic alliances integrating business transition advisory services
Communicate proactively with partners on referrals, opportunities, and prospects
Provide advisory services to clients and families navigating complex business transitions
Strengthen Private Bank usage among business owners and executives throughout the business lifecycle
Manage transition processes and operating rhythms to develop a robust pipeline and close business
Contribute to continuous improvement of the business advisory transition practice
Identify, assess, manage, monitor, and report risks within the Bank's risk appetite
Travel approximately 45%

Requirements

What you’ll need

Bachelor's degree required; graduate degree preferred
Minimum of 8 years of experience in Private Banking Wealth Management and/or Trust and Legal (e.g. trust, legal or accounting)
Required licenses: SIE, Series 7, and Series 63
Demonstrated track record of success in business development
Strong relationship management skills with internal partners, COIs, and clients
Exceptional client service skills
Ability to partner effectively with management at all organizational levels
Ability to build relationships based on added value
Superior interpersonal, negotiation, verbal and written communication, and presentation skills
Effective leadership, problem-solving, and analytical skills
Ability to use Microsoft Office software including Word, Excel, PowerPoint, and CoPilot
Travel required 45%

Benefits

Comp & perks

Incentive compensation plan based on company, line of business and/or individual performance
Comprehensive benefits supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
Employee and family benefits programs