Ascent Director, Family Office Services
About The Position
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 Serves UHNW clients and supports the Managing Director of CFO Services and the regional team in performance reporting and business development. Works with families as a subject matter professional in complex financial reporting and analysis; cash flow analysis and forecasting; building out and advising clients on internal controls and family office infrastructure; risk management and financial planning with multiple generations within Ascent client base. Leads the communication with the Ascent Service Desk for business line.
Requirements
- Bachelor's degree, or equivalent work experience
- 10 or more years of relevant experience, with three or more years of experience working with families, family offices or family-owned businesses with significant financial responsibilities
Nice To Haves
- Strong client relationship skills and experience with multi-generational consulting in family advisory
- Well-developed analytical, problem-solving, decision-making, and organizational skills
- Strong customer relations, interpersonal, and verbal and written communication skills
- CPA or equivalent relevant advanced degrees, experience or designations, such as CFA, CFP etc. are preferred
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Director
