Business Transition Strategist
About The Position
The Business Transition Senior Strategist serves as the primary wealth planning expert for high-net-worth clients and prospects, specializing in business owners and closely held entities navigating ownership transitions. The role partners with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking partners to lead discovery, develop integrated wealth and business transition strategies, and support implementation before and after transactions. The position contributes to client acquisition, retention, and client experience by delivering comprehensive planning solutions that align business transition outcomes with personal wealth, estate, and tax objectives. It also supports internal education and talent development while operating within the Bank’s risk framework and policies.
Requirements
- Bachelor’s degree required.
- 10+ years of experience in wealth planning, business advisory, investment banking, legal, accounting, or a related professional services environment supporting business owners.
- Advanced knowledge of estate, tax, investment, and business transition planning concepts.
- Strong consultative client advisory approach, with excellent communication and presentation capabilities.
- Ability to advise on complex business transition scenarios, including sale, succession, and liquidity events.
- Ability to collaborate and influence across a matrixed, team-based environment.
- Strong problem-solving and financial modeling capabilities.
Nice To Haves
- JD, CPA, CFP®, or equivalent professional credentials.
- Ability to connect business transition outcomes with long-term wealth and legacy planning.
- Demonstrated ability to contribute to pipeline development and growth initiatives.
- Ability to engage effectively with business owners, advisors, and senior partners.
- Understanding of trends, market dynamics, and practices related to business transitions.
Responsibilities
- Partner with Wealth Management Advisors and One Bank partners to acquire and retain key client relationships by delivering comprehensive wealth strategies, focusing on business owners and transition opportunities.
- Work directly with business owners to assess transition readiness, identify risks and opportunities, and develop customized strategies for pre- and post-transaction phases.
- Align business transition plans with personal wealth strategies, including estate planning, tax optimization, liquidity planning, and legacy goals.
- Lead development of integrated wealth plans across estate, tax, investment, risk, insurance, and cash flow planning.
- Identify planning opportunities and model financial and tax implications of business transition scenarios, including sale, transfer, or recapitalization.
- Coordinate preparation and review of client deliverables, including transition plans, financial models, and presentations.
- Present recommendations and coordinate implementation of transition and wealth planning strategies with internal and external advisors.
- Lead a coordinated approach across Wealth Management, Commercial, and Investment Banking partners to deliver a seamless client experience.
- Educate internal partners and clients on business transition strategies, trends, and considerations through presentations, materials, and external engagement.
- Coach and mentor Analysts and Strategists in advanced planning and business transition advisory.
- Follow the Bank’s risk framework, policies, and procedures and act in the best interests of clients and colleagues.
- Perform other duties as assigned and adapt to new tasks or shifts in priorities.
Benefits
- Comprehensive benefits programs designed to support employees’ and families’ physical, financial, emotional, and social well-being.
- Eligibility to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
