Business Transition Strategist

Welcome!

We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one.

Qualifications

Position Qualifications:

• Bachelor's degree from an accredited University
• Preferred master's degree in MBA, Finance, Accounting
• 8 years of experience in advising business owners on financial, accounting, valuation, succession, transition, or M A
• Preferred certifications in CFP, ASA, ABV, CVA

Job Description

Business Transition Planning Strategist

The Business Transition Planning Strategist is responsible for supporting and enhancing client relationships through the development, of business transition planning analysis and strategies, often involving complex financial, tax and estate planning issues.

Position Competencies:

Support and expand wealth management business by providing consultative and advisory services through sophisticated analysis and delivering analysis and client deliverables on business transition planning engagements with Comerica clients and prospects.

• Assists in developing and implementing business transition alternatives plans for businesses owners utilizing knowledge of business valuation, cash flow planning, transition alternatives, tax strategies, and transaction structures.
• Analyzes clients' and business' financial status and develops business transition plan based on analysis of data and discusses transition options with client.
• Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in market.

Position Responsibilities:

• Assist Sr. Strategists with developing and managing book of business transition planning business consisting of complex and high net worth business-owning clients.
• Prepare financial models and client deliverables for engagements. Develop "cutting edge" financial and transition strategies- create means to communicate them to our client.
• Provide subject matter expertise to all internal partners across the entire organization related to Business Transition Planning and alternatives.
• Create and disseminate content related to Business Transition Planning for educational, marketing, and sales purposes.
• Work with other members of Wealth Planning Team to train and mentor in Business Transition Planning subject matter.
• Meet with existing clients on ongoing basis to further engagements.
• Resource to other colleagues including Financial Consultants, Trust and Estate Advisors, Portfolio Managers, Private Bankers, Wealth Advisors, and Commercial Banking Relationship Managers.
• Demonstrate leadership in, Sales Teams, and Financial Planning. Continually looking for new planning opportunities.

About Comerica

We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.