UHNW Client Advisory Director

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Senior Relationship Manager to lead a portfolio of ultra high net worth clients in the Sarasota area. You will serve as primary point of contact, drive sales opportunities, and coordinate the Ascent team to deliver a full suite of banking services.

The role emphasizes leadership, strategic management, and deep client relationship development with a focus on growth in the regional market. Competitive compensation and comprehensive benefits are provided.

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 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

Industry knowledge

Communication skills

Analytical skills

Interpersonal skills

Education

Bachelor's degree in finance, accounting or related field

MBA or equivalent professional certification

Job description

U.S. Bank is seeking a Senior Relationship Manager to lead a portfolio of ultra high net worth clients in the Sarasota area. You will serve as primary point of contact, drive sales opportunities, and coordinate the Ascent team to deliver a full suite of banking services.

The role emphasizes leadership, strategic management, and deep client relationship development with a focus on growth in the regional market. Competitive compensation and comprehensive benefits are provided.