Ascent Managing Director Client Advisor

U.S. Bank; Sarasota (FL); On-site; USD 197,000 - 241,000; Full time

Benefits offered by this job

Healthcare

Disability insurance

Parental leave

401(k) plan

Vacation days

Holiday opportunities

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an accomplished relationship manager on the Ascent team to lead a portfolio of ultra high net worth client relationships.

You will drive coordinated service delivery and identify opportunities to grow the business with existing and new clients. In this senior role you’ll represent the bank in the UHNW market across the region, lead a team, and collaborate across departments to deliver comprehensive financial solutions while maintaining the highest standards of integrity and

Qualifications

• Bachelor's degree in finance, accounting or related field.
• 15+ years of financial services experience.
• 10+ years of experience with ultra high net worth clients.
• MBA, JD, CFP, CFA, or CPA.

Responsibilities

• Serve as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships.
• Drive and coordinate the activity of the Ascent team providing a full complement of services to the client group.
• Identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients.
• Expand Ascent's presence in the ultra high net worth market including representation of the business segment in the region at community events as well as within the broader bank.

Skills

Leadership abilities

Strategic management

Verbal and written communication

Analytical decision-making

Diplomacy and tact

Education

Bachelor's degree in finance or accounting

MBA

CFP

CFA

CPA

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Serves as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. Drives and coordinates the activity of the Ascent team providing a full complement of services to the client group. Demonstrates an ability to identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients. Expands Ascent's presence in the ultra high net worth market including representation of the business segment in the region at community events as well as within the broader bank.

Basic Qualifications

• Bachelor's degree in finance, accounting or other related field
• 15 or more years of financial services experience
• 10 or more years of experience with ultra high net worth clients
• MBA, JD, CFP, CFA, or CPA

Preferred Skills/Experience

• Well-developed leadership abilities and strategic management skills
• Thorough knowledge of division and relation to industry
• Strong verbal and written communication skills
• Well-developed analytical, decision-making and problem-solving skills
• Considerable tact, diplomacy and people skills

Total compensation for this role is highly competitive and substantially above market including a generous short-term and long-term incentive bonus; base salary may differ from the range indicated in the job posting.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $197,100.00 - 240,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.