What are the responsibilities and job description for the Ascent Managing Director of Client Advisory position at Us Bank?
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Ascent services clients with net worth in excess of $75MM, with average client assets above $100MM. The Managing Director, Client Advisor (MDCA) is the lead relationship manager and team coordinator for a dedicated, highly skilled integrated team of industry credentialed individuals who provides extraordinary service to an exclusive group of UHNW clients. In this role, the MDCA serves as the generalist relationship manager and primary point of contact for these highly complex clients on behalf of Ascent. In addition, the MDCA has a key role in developing Ascent’s presence in the ultra-high-net-worth (UHNW) market including representation of the business segment in the region and at community events along with developing and closing new business opportunities.
The MDCA will manage complex client relationships with families or individuals that have at least $75MM in net worth. In order to best fit this firm’s unique culture, the ideal candidate would possess “quiet confidence,” is not ego-centric and performs best in a highly collaborative, collegial, team-approach model. The MDCA should be able to thrive in an environment working with exceptional people, with the ability to work alongside highly trained and educated professionals. The MDCA reports directly to the Regional Managing Director for the region.
The MDCA as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. The MDCA will drive and coordinate the activity of the Ascent team providing a full complement of services to the client group, will demonstrate an ability to identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients. The MDCA will expand 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.
Essential Functions :
- Responsible for retention, development and growth of book of business
- Provide and / or coordinate advice and counsel to clients and prospects in the areas of private banking, personal trust and investments.
- Ensure the fiduciary and client advisory functions are performed at an exceptional level while maintaining proper risk management and client satisfaction
- Proactively identify potential business opportunities and / or high-risk situations
- Responsible for providing assistance and support across all wealth management functions (investment, trust and banking) and all front office duties to ensure the Ascent client experience is consistently meeting the standards set forth by leadership.
Minimum Requirements :
Preferred Skills / Experience :
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 (some may vary based on role, location or hours) :
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
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U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.
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