Ascent Managing Director Client Advisor
U.S. Bank•Sarasota, FL
•Onsite
About The Position
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.
Requirements
- 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
Nice To Haves
- MBA, JD, CFP, CFA, or CPA
- 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
Responsibilities
- 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.
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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Senior
