Strategic MD & UHNW Client Advisor

Usbank; Nashville (TN); On-site; USD 197,000 - 241,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a senior relationship manager to serve a cohort of complex UHNW clients, driving service delivery and growth. You will coordinate the Ascent team, identify and close sales opportunities with new and existing clients, and expand the bank's UHNW presence at the regional level.

The role emphasizes leadership, strategic management, and strong communication with top-tier clients and stakeholders across the region.

Qualifications

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

Responsibilities

• Serve as generalist relationship manager for a group of complex client relationships.
• Coordinate the activity of the Ascent team delivering full services to clients.
• Identify, develop and close sales opportunities with new and existing clients.
• Expand Ascent's presence in the ultra high net worth market regionally.

Skills

Leadership abilities

Strategic management

Industry knowledge

Verbal communication

Written communication

Analytical skills

Decision-making

Problem-solving

Interpersonal skills

Education

Bachelor's degree in finance or accounting

MBA / JD / CFP / CFA / CPA

Job description

U.S. Bank seeks a senior relationship manager to serve a cohort of complex UHNW clients, driving service delivery and growth. You will coordinate the Ascent team, identify and close sales opportunities with new and existing clients, and expand the bank's UHNW presence at the regional level.

The role emphasizes leadership, strategic management, and strong communication with top-tier clients and stakeholders across the region.