Ascent Managing Director of Wealth Strategy

U.S. Bancorp
Minneapolis
Workplace: OnsiteFull timeUSD 204,390 - 249,810Function: Executive & General ManagementEducation: bachelorsSkills: ["Leadership","Strategic management","Communication","Analytical thinking","Problem-solving"]

Serve as client lead for trust, tax, and planning matters, acting as the primary liaison between front office and specialized fiduciary services. Lead client and family meetings and mitigate risk while crafting solutions in partnership with fiduciary experts. As a subject matter expert, manage advisory teams and provide estate planning, multi-generational planning, family governance, and trust and fiduciary advisory.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Ascent Managing Director of Wealth Strategy

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Last checked: 20 hours agoStatus: Live

Job Summary

Serve as client lead for trust, tax, and planning matters, acting as the primary liaison between front office and specialized fiduciary services. Lead client and family meetings and mitigate risk while crafting solutions in partnership with fiduciary experts. As a subject matter expert, manage advisory teams and provide estate planning, multi-generational planning, family governance, and trust and fiduciary advisory.
Location: Minneapolis
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Serve as client lead for trust, tax, and planning matters and primary liaison between front office and specialized fiduciary services
  • •Engage directly with top-line clients and lead client and family meetings
  • •Mitigate risks, craft solutions, and partner with fiduciary services on fiduciary matters
  • •Act as an active client development team member with an internal and external COI network
  • •Recognized as a subject matter expert and manage advisory teams for estate planning and multi-generational planning
  • •Manage estate planning, multi-generational planning, family governance, and trust and fiduciary advisory as a subject area expert

Pay and Benefits

Salary: USD 204,390 - 249,810
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityRetirementPaid LeavePaid HolidayAdoption AssistancePaid Parental

Key Requirements

  • •Bachelor’s degree in finance, accounting, or a related field
  • •15+ years of estate and multi-generational experience
  • •7+ years of planning/strategy experience with high net worth clients
  • •Strong technical skills in estate planning, multi-generational planning, and trust and fiduciary advisory
  • •JD or CPA license preferred
Education:Bachelor's in finance, accounting, or other related field
Skills:LeadershipStrategic managementCommunicationAnalytical thinkingProblem-solving
Licenses:JDCPA

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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