Director, UHNW Client Advisory

U.S. Bank; Denver (CO); On-site; USD 219,000 - 268,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Holiday opportunities

Adoption assistance

Disability benefits

Job summary

U.S. Bank seeks an experienced relationship manager to serve a portfolio of ultra-high-net-worth clients. You will coordinate the Ascent team, delivering a full suite of services and cultivating new and existing client opportunities.

The role emphasizes strategic leadership, superior communication, and deep market knowledge to expand the UHNW footprint in the region. Strong credentials and a track record in financial services are expected.

Qualifications

• Bachelor's degree in finance, accounting or other related field.
• MBA, JD, CFP, CFA, or CPA preferred.

Responsibilities

• 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.
• Identifies, develops and closes sales opportunities from new outside clients and from deepening relationships with existing clients.
• Expands Ascent's presence in the ultra high net worth market regionally, including community events and broader bank representation.

Skills

Leadership

Communication

Analytical thinking

Strategic management

Education

Bachelor's degree

MBA, JD, CFP, CFA, or CPA

Job description

U.S. Bank seeks an experienced relationship manager to serve a portfolio of ultra-high-net-worth clients. You will coordinate the Ascent team, delivering a full suite of services and cultivating new and existing client opportunities.

The role emphasizes strategic leadership, superior communication, and deep market knowledge to expand the UHNW footprint in the region. Strong credentials and a track record in financial services are expected.