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If you are passionate about providing nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.

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Carsen Group Inc.

Wealth Advisor- Covington, KY

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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. 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.

Fifth Third Bank

Business Transition Strategist

Deep expertise in ACH, Wire Transfer, RTP, FedNow, Commercial Card, Lockbox, Integrated Receivables, Integrated Payables, Merchant Services, Positive Pay, Account Analysis, International Payments, and Liquidity Management. This role owns the strategic direction and product roadmap for assigned Treasury Management capabilities, including payments, receivables, liquidity management, fraud mitigation, commercial digital banking, and emerging treasury solutions.

First Merchants Corp

Senior Treasury Management Product Manager

Provides architectural leadership for enterprise initiatives involving clinical systems, ERP platforms, integration engines, data analytics, identity management, and infrastructure modernization, AI platform architecture, Data & AI architecture ownership, Imanging, Finops governance. Members of UC Health include: UC Medical Center, West Chester Hospital, University of Cincinnati Physicians and UC Health Ambulatory Services (with more than 900 board-certified clinicians and surgeons), Lindner Center of HOPE and several specialized institutes including: UC Gardner Neuroscience Institute and the University of Cincinnati Cancer Center.

Investment Analyst Jobs in Kentucky

Wealth Advisor- Covington, KY Carsen Group Inc.

Business Transition Strategist Fifth Third Bank

Senior Treasury Management Product Manager First Merchants Corp

IT Enterprise Architect III, Full Time, First Shift, IS&T UC Health

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