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ABOUT THE ROLE:

The Business Transition Senior Strategist serves as the primary wealth planning expert for high-net-worth clients and prospects, with a specialized focus on business owners and closely held entities navigating ownership transition events. This role partners closely with Wealth Management Advisors (WMAs), Commercial Relationship Managers, and Investment Banking partners to lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases.


The role contributes directly to client acquisition, retention, and overall client experience by delivering comprehensive planning solutions that align business transition outcomes with personal wealth, estate, and tax objectives.


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