Senior UHNW Relationship & Advisory Lead

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a senior relationship manager to act as the primary contact for a cohort of ultra high net worth clients.

In this role, you will drive sales opportunities, coordinate the Ascent team's activities, and expand the bank's presence in the UHNW market through client outreach and community engagement. The ideal candidate brings extensive financial services experience, leadership ability, and a track record of managing complex client relationships.

Qualifications

• Bachelor's degree in finance, accounting or related field.
• MBA, JD, CFP, CFA or CPA preferred.
• Strong leadership, communication and analytical skills.

Responsibilities

• Serve as generalist relationship manager for a group of moderately to highly complex client relationships.
• Drive and coordinate the activity of the Ascent team.
• Identify, develop and close sales opportunities with new and existing clients.
• Represent Ascent in the ultra high net worth market and at community events.

Skills

Leadership

Communication

Analytical thinking

Problem solving

Education

Bachelor's degree in finance/Accounting/related field

MBA/JD/CFP/CFA/CPA

Job description

U.S. Bank is seeking a senior relationship manager to act as the primary contact for a cohort of ultra high net worth clients.

In this role, you will drive sales opportunities, coordinate the Ascent team's activities, and expand the bank's presence in the UHNW market through client outreach and community engagement. The ideal candidate brings extensive financial services experience, leadership ability, and a track record of managing complex client relationships.