Senior Wealth Strategy Analyst

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Senior Wealth Strategy Analyst

senior · Other

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ABOUT THIS ROLE:

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.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Data Review & Organization: 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.
• Financial Analysis & Modeling: Prepare and maintain detailed analyses such as cash flow models, estate flowcharts, and scenario-based financial and wealth transfer modeling to evaluate planning strategies.
• Client Deliverables Preparation: Develop high-quality, client-ready materials for use by Wealth Strategists in client meetings.
• Planning Support & Research: Conduct technical research and assist in evaluating advanced planning strategies across estate, tax, insurance, and cash flow disciplines; summarize findings for strategist review.
• Process Management & Execution: Track deliverables, identify missing or incomplete information, and coordinate workflow to ensure timely and accurate production of analysis and materials.
• Ongoing Plan Maintenance: Update client analyses and deliverables as circumstances evolve, ensuring planning information remains current and aligned with client objectives.
• Collaboration & Team Support: Partner effectively with Wealth Strategists and other team members to support planning efforts and enhance the overall client experience.
• Coaching & Development: Provide guidance and informal mentoring to junior analysts; support training and knowledge sharing across the team.
• Thought Support & Content Development: Assist in the development of internal materials, presentations, and planning collateral that contribute to team knowledge and client education.
• Risk & Compliance: Operate within the Bank’s risk framework, ensuring all analyses and deliverables adhere to established policies, procedures, and quality standards.
• Other Duties: Perform other duties as assigned, adapting to shifting priorities to support team and organizational objectives.

MINIMUM 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.

REQUIRED SKILLS:

Qualified candidates will possess a strong degree of proficiency in (typically from 5+ years of experience):

• Financial Planning & Analytical Skills: 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.
• Technical Software Proficiency: Experience with financial planning software (e.g., eMoney or similar), along with advanced proficiency in Microsoft Office tools, especially Word, Excel, and PowerPoint.
• Attention to Detail & Accuracy: Strong focus on data integrity, organization, and quality control across complex financial analyses and deliverables.
• Collaboration & Communication: Ability to work effectively within a team-based environment and communicate clearly with Wealth Strategists and other team members.
• Problem Solving: Ability to identify gaps, inconsistencies, or planning opportunities within client data and proactively elevate insights.

SKILLS FOR SUCCESS:

Qualified candidates will possess an advanced degree of proficiency (typically from 5+ years of experience), across a suite of skills including, but not limited to:

• Professional Credentials: CFP® or equivalent credentials preferred.
• Process Orientation: Ability to manage multiple deliverables, prioritize effectively, and operate efficiently within established workflows.
• Continuous Improvement Mindset: Willingness to refine processes, enhance deliverables, and contribute to the evolution of the Wealth Strategy offering.
• Learning Agility: Commitment to building technical expertise in advanced planning strategies and staying current on industry developments.
• Coaching & Team Contribution: Ability to support the development of junior analysts and contribute positively to team culture.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you.

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. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. 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. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting.  Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third.  Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.