Business Transition Strategist

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Collaborate with WMAs and One Bank partners to obtain and maintain significant client relationships by providing comprehensive wealth strategies, particularly focusing on business owners and transition opportunities.

• Engage directly with business owners to evaluate transition readiness, pinpoint key risks and opportunities, and formulate tailored transition strategies that encompass both pre- and post-transaction phases.

• Harmonize business transition plans with personal wealth strategies, including estate planning, tax optimization, liquidity planning, and legacy aspirations.

• Spearhead the creation of integrated wealth plans that encompass estate, tax, investment, risk, insurance, and cash flow planning disciplines.

• Discover planning opportunities and analyze financial and tax consequences of business transition scenarios, such as sale, transfer, or recapitalization strategies.

• Oversee the preparation and review of client deliverables, including transition plans, financial models, and presentations.

• Present recommendations and facilitate the execution of transition and wealth planning strategies in collaboration with both internal and external advisors.

• Guide a coordinated team effort across Wealth Management, Commercial, and Investment Banking partners to ensure a seamless client experience.

⛳️ Requirements

• A bachelor’s degree is mandatory.

• Over 10 years of experience in wealth planning, business advisory, investment banking, legal, accounting, or a similar professional services field supporting business owners.

• In-depth knowledge of estate, tax, investment, and business transition planning principles.

• A strong consultative approach paired with exceptional communication and presentation skills.

• Capability to advise on intricate transition scenarios including sales, succession, and liquidity events.

• Proficiency in collaborating and influencing within a matrixed, team-oriented environment.

• Strong problem-solving skills and expertise in financial modeling.

• Professional credentials such as JD, CPA, CFP®, or equivalent qualifications are preferred.

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Flexible work arrangements

• Professional development

• Bonuses

• Wellness programs