Senior Wealth Strategy Analyst

Fifth Third Bank • Tampa, FL

3d • Onsite

About The Position

The Senior Wealth Strategy Analyst partners closely with Wealth Strategists to deliver comprehensive, data-driven analysis and client-ready planning deliverables. This role supports high net worth and ultra-high net worth client engagements by organizing complex financial information, developing planning models, and preparing materials for use in client meetings. The Senior Wealth Strategy Analyst plays a critical role in ensuring accuracy, consistency, quality, and timeliness of wealth strategy client outputs. This position also contributes to process improvement and the development of junior analysts.

Requirements

• Bachelor's degree required.
• 5+ years of experience in wealth planning, financial analysis, or a related field within a professional services or financial services environment.
• Solid understanding of financial planning concepts including cash flow, estate planning, basic income, gift, and estate tax concepts, and investment structures, with the ability to translate data into actionable analysis.
• Experience with financial planning software (e.g., eMoney or similar), along with advanced proficiency in Microsoft Office tools, especially Word, Excel, and PowerPoint.
• Strong focus on data integrity, organization, and quality control across complex financial analyses and deliverables.
• Ability to work effectively within a team-based environment and communicate clearly with Wealth Strategists and other team members.
• Ability to identify gaps, inconsistencies, or planning opportunities within client data and proactively elevate insights.

Nice To Haves

• CFP® or equivalent credentials preferred.
• Ability to manage multiple deliverables, prioritize effectively, and operate efficiently within established workflows.
• Willingness to refine processes, enhance deliverables, and contribute to the evolution of the Wealth Strategy offering.
• Commitment to building technical expertise in advanced planning strategies and staying current on industry developments.
• Ability to support the development of junior analysts and contribute positively to team culture.

Responsibilities

• Review and organize client financial information, including personal financial statements, account statements, insurance policies, tax returns, estate planning documents, ownership structures, and related client information to support analysis and planning.
• Prepare and maintain detailed analyses such as cash flow models, estate flowcharts, and scenario-based financial and wealth transfer modeling to evaluate planning strategies.
• Develop high-quality, client-ready materials for use by Wealth Strategists in client meetings.
• Conduct technical research and assist in evaluating advanced planning strategies across estate, tax, insurance, and cash flow disciplines; summarize findings for strategist review.
• Track deliverables, identify missing or incomplete information, and coordinate workflow to ensure timely and accurate production of analysis and materials.
• Update client analyses and deliverables as circumstances evolve, ensuring planning information remains current and aligned with client objectives.
• Partner effectively with Wealth Strategists and other team members to support planning efforts and enhance the overall client experience.
• Provide guidance and informal mentoring to junior analysts; support training and knowledge sharing across the team.
• Assist in the development of internal materials, presentations, and planning collateral that contribute to team knowledge and client education.
• Operate within the Bank’s risk framework, ensuring all analyses and deliverables adhere to established policies, procedures, and quality standards.
• Perform other duties as assigned, adapting to shifting priorities to support team and organizational objectives.

Benefits

• Comprehensive benefits and differentiated compensation offerings
• Eligible to participate in an incentive compensation plan
• Extensive benefits programs designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior