Ascent Managing Director Client Advisor

U.S. Bank • Los Angeles, CA

1d • $192,420 - $235,180

About The Position

Serves as a generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. Coordinates the Ascent team’s activities to provide a full complement of services to the client group. Identifies, develops, and closes sales opportunities with new outside clients and by deepening existing client relationships. Expands Ascent’s presence in the ultra-high-net-worth market, representing the business segment at regional community events and within the broader bank.

Requirements

• Bachelor’s degree in finance, accounting, or another related field.
• 12 or more years of financial services experience.
• Eight or more years of experience with ultra-high-net-worth clients.
• MBA, JD, CFP, CFA, or CPA.

Nice To Haves

• Well-developed leadership abilities and strategic management skills.
• Thorough knowledge of the division and its relationship to the industry.
• Strong verbal and written communication skills.
• Well-developed analytical, decision-making, and problem-solving skills.
• Considerable tact, diplomacy, and people skills.

Responsibilities

• Serve as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships.
• Drive and coordinate Ascent team activities to provide a full complement of services to the client group.
• Identify, develop, and close sales opportunities with new outside clients and existing clients.
• Expand Ascent’s presence in the ultra-high-net-worth market.
• Represent the business segment at regional community events and within the broader bank.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability insurance.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
• Incentive and recognition programs.
• Equity stock purchase.
• Pension.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior