Job DescriptionServes 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.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $206,720.00 - $243,200.00
