U.S. Bank Director of Wealth Strategy in Denver, Colorado
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.
Job DescriptionAscent Private Capital Management offers advanced wealth management solutions including investment consulting and private banking services, all paired with cutting edge Family Office services which help align ultra high net worth families and sustain generational wealth. Visit ascent.USBank.com to learn more about our model.
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.
Basic Qualifications - Bachelor's degree in finance, accounting or other related field - 10 or more years of financial, tax, or legal experience
Preferred Skills/Experience - 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
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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Salary range reflected is an estimate of base pay and is for the primary location. Base pay range may vary if an offer is made for work in a different location. Pay Range: $131,580.00 - $154,800.00 - $170,280.00
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.