Ascent Managing Director of Wealth Strategy

U.S. Bank • Minneapolis, MN

1d • $204,390 - $249,810

About The Position

Serves as client lead for trust, tax and planning matters and as primary liaison between front office and specialized fiduciary services (SFS). Engages directly with top-line clients and leads client and family meetings. Actively mitigates risks, crafts solutions, and partners with SFS on fiduciary matters. Is an active client development team member with significant internal and external COI network. Recognized as subject matter expert in the community. Managing Director positions lead advisory teams and work with families as a subject area expert in estate planning, multi-generational planning, family governance, and trust and fiduciary advisory.

Requirements

• Bachelor's degree in finance, accounting or other related field
• 15 or more years of estate/multi-generational experience
• Seven or more years of planning/strategy experience with high net worth clients

Nice To Haves

• Strong technical skills in estate planning, multi-generational planning, and trust and fiduciary advisory
• 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
• JD or CPA license preferred

Responsibilities

• Serves as client lead for trust, tax and planning matters
• Primary liaison between front office and specialized fiduciary services (SFS)
• Engages directly with top-line clients and leads client and family meetings
• Actively mitigates risks, crafts solutions, and partners with SFS on fiduciary matters
• Active client development team member with significant internal and external COI network
• Leads advisory teams and works with families as a subject area expert in estate planning, multi-generational planning, family governance, and trust and fiduciary advisory

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

What This Job Offers

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