Ascent Managing Director Client Advisor

U.S. Bancorp
Charlotte, New York
Workplace: OnsiteFull timeUSD 197,100 - 240,900 annuallyFunction: Executive & General ManagementExperience: 15+ yearsEducation: bachelorsSkills: ["Leadership","Strategic management","Communication","Analytical thinking","Decision-making"]

Serve as a generalist relationship manager and primary point of contact for moderately to highly complex ultra high net worth client relationships. Coordinate the Ascent team to deliver a full complement of client services while identifying, developing, and closing sales opportunities from new and existing clients. Expand Ascent’s presence in the ultra high net worth market through regional client and community engagement.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Ascent Managing Director Client Advisor

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Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a generalist relationship manager and primary point of contact for moderately to highly complex ultra high net worth client relationships. Coordinate the Ascent team to deliver a full complement of client services while identifying, developing, and closing sales opportunities from new and existing clients. Expand Ascent’s presence in the ultra high net worth market through regional client and community engagement.
Location: Charlotte, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Act as the generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships.
  • •Drive and coordinate Ascent team activities to provide a full complement of client services.
  • •Identify, develop, and close sales opportunities from both new outside clients and existing clients through deepened relationships.
  • •Expand Ascent's presence in the ultra high net worth market through representation at community events and across the region.

Pay and Benefits

Salary: USD 197,100 - 240,900 annually
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceDisabilityRetirementHoliday

Key Requirements

  • •Bachelor's degree in finance, accounting, or a related field.
  • •15+ years of financial services experience.
  • •10+ years of experience with ultra high net worth clients.
  • •MBA, JD, CFP, CFA, or CPA.
  • •Well-developed leadership abilities and strategic management skills.
Experience:15+ yearsFinancial servicesUltra high net worth
Education:Bachelor's
Skills:LeadershipStrategic managementCommunicationAnalytical thinkingDecision-making
Certifications:CFPCFACPA

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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Glassdoor: 3.8
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