Associate Director of Wealth Strategy (Ascent Private Family Office)

5 - 7 years experience  •  Financial Services

$92K - $138K
Posted on 10/26/17 by Liz Duffey
Cincinnati, OH
5 - 7 years experience
Financial Services
$92K - $138K
Posted on 10/26/17 Liz Duffey

 About Ascent:

Launched in 2011, Ascent set out to create a family office advisory approach that re-envisioned the meaning of family wealth, saw the industry through different glasses, and aspired to a unique and rewarding professional culture. Today, we are pleased to be serving some of the most significant families in the country through our five regional offices with over 100 employees. Ascent provides the creativity, resources, and expertise to protect and grow our clients financial and family capital over a time horizon well beyond their own. In this way, we become the family’s financial home, a place for multiple generations to plan, explore, and execute on ideas that can shape their legacy and lead their family, their communities, and society in personally significant ways.


As our client base and business has continued to expand, we have an opening in our Cincinnati Regional Office for a dedicated professional.


Position Title:

Associate Director, Wealth Strategy


Position Description:

The Associate Director, Wealth Strategy will collaborate and lead client initiatives with other Ascent professionals in the areas of 1) multi-generational wealth and financial planning, 2) trust and fiduciary matters, 3) business and personal tax strategies, 4) charitable planning and 5) business ownership succession planning.  Additionally, the candidate will collaborate with our nationally recognized Wealth Sustainability team, a resource group with professional expertise spanning the traditional fields of accounting, tax, and estate planning with strategic skills and resources associated with family governance, family history, mission, vision, and values development. This individual will also correspond and collaborate directly with client’s accountants, CFO’s and legal advisors.


The candidate will work closely with the Managing Director, Wealth Strategy to create value-added wealth planning ideas involving tax, financial, and business matters while also incorporating delivery of our customized services in areas of family wealth stewardship, business succession planning, and financialeducation for client family members.  Candidate should bring a consultative, creative, and client-oriented mindset while able to function as a strong contributing member of an accomplished advisory team.  


Position Competencies:

  • Broad knowledge in trust, estate, fiduciary and tax matters
  • Experienceworking with family business owners and high-net worth families
  • Superior verbal and written communication skills                                               
  • Proven analytical, decision-making and problem-solving skills (Excel, MS Office required)
  • Display passion, creativity, and ingenuity in the pursuit of client objectives
  • Strong ability to operate within a team environment



o   5+ years of experience in wealth planning, legal, or accounting environment                                                      

o   BA in finance or accounting preferred, but consideration to other fields 

o   JD and/or CPArequired; CFP preferred

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