Managing Director, UHNW Client Advisor

U.S. Bank

Charlotte (NC)

On-site

USD 197,000 - 241,000

Full time

8 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) employer-funded retirement plan

Paid vacation and holidays

Parental leave and disability coverage

Job summary

U.S. Bank is seeking a senior-level Relationship Manager to serve as the primary contact for a portfolio of ultra-high-net-worth clients. You will drive sales opportunities, coordinate the Ascent team's services, and expand the bank's presence at regional events and within the UHNW market.

The role emphasizes leadership, strategic client management, and exceptional communication. Total compensation is competitive with an emphasis on short- and long-term incentives and a base salary aligned with

Qualifications

Bachelor's degree in finance, accounting or other related field
15+ years of financial services experience
10+ years of experience with ultra high net worth clients
MBA, JD, CFP, CFA, or CPA required or 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 deepening relationships with existing clients.
Expands Ascent's presence in the ultra high net worth market including representation of the business segment regionally at events and within the bank.