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 preferred
Well-developed leadership and strategic management skills
Responsibilities
Serve as primary contact for a group of complex client relationships
Drive and coordinate the Ascent team's client service activities
Identify and develop sales opportunities for new and existing clients
Expand Ascent's presence in the ultra high net worth market
Represent the business segment at community events
Benefits
Healthcare (medical, dental, vision)
Life insurance options available
Short-term and long-term disability coverage
Generous vacation time (2-5 weeks) based on tenure
Up to 11 paid holidays
Adoption assistance programs
Sick and Safe Leave accruals up to 80 hours annually
Full Job Description
Job Description
Serves as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. Drives and coordinates the activity of the Ascent team providing a full complement of services to the client group. Demonstrates an ability to identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients. Expands 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.
Basic Qualifications
Bachelor's degree in finance, accounting or other related field
15 or more years of financial services experience
10 or more years of experience with ultra high net worth clients
MBA, JD, CFP, CFA, or CPA
Preferred Skills/Experience
Well-developed leadership abilities and strategic management skills
Thorough knowledge of division and relation to industry
Strong verbal and written communication skills
Well-developed analytical, decision-making and problem-solving skills
Considerable tact, diplomacy and people skills
Total compensation for this role is highly competitive and substantially above market including a generous short-term and long-term incentive bonus; base salary may differ from the range indicated in the job posting.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
Posting may be closed earlier due to high volume of applicants.
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U.S. Department of the Treasury is a government agency responsible for promoting economic prosperity and ensuring financial security. The department is responsible for a wide range of activities such as advising on economic and financial issues, encouraging sustainable economic growth, and fostering improved governance in financial institutions.
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