U.S. Bank Ascent Managing Director, Client Advisor in Park City, Utah
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.
Ascent services clients with net worth in excess of $75MM, with average client assets above $100MM. The Managing Director, Client Advisor (MDCA) is the lead relationship manager and team coordinator for a dedicated, highly skilled integrated team of industry credentialed individuals who provide extraordinary service to an exclusive group of UHNW clients.
The MDCA will manage complex client relationships with families or individuals that have a least $75mm in net worth. In order to best fit this firm’s unique culture, the ideal candidate would possess “quiet confidence”, is not ego-centric and performs best in a highly collaborative, collegial, team-approach model. The MDCA should be able to thrive in an environment working with exceptional people, with the ability to work alongside highly trained and educated professionals. The MDCA reports directly to the Regional Managing Director for the region.
Responsible for retention, development and growth of book of business
Provide and/or coordinate advice and counsel to clients and prospects in the areas of private banking, personal trust and investments.
Ensure the fiduciary and client advisory functions are performed at an exceptional level while maintaining proper risk management and client satisfaction
Proactively identify potential business opportunities and/or high-risk situations
Responsible for providing assistance and support across all wealth management functions (investment, trust and banking) and all front office duties to ensure the Ascent client experience is consistently meeting the standards set forth by leadership.
15 or more years of financial services experience
At least 10-12 years of UHNW family client leadership/advisory with consultative focus.
Extensive UHNW client and COI network in the market they are leading
Prefer advanced expertise that is directly relevant to UHNW clients (JD, LLM, CPA, MBA, CFA, CAIA, etc.), or a track record of working with these types of professional resources.
Wealth management experience in the areas of investments, banking, fiduciary services and/or finance with UHNW clients.
Currently reside in the local area or have significant relevant experience and relationships in the region
Industry leading business development and networking acumen
Public speaking ability and experience
Strong relationship management, networking and business development skills and a holistic view of UHNW clients profile
Successfully built a strong book of business in the UHNW space ($75MM or above)
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
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
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
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) EEO poster.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $181,985.00 - $214,100.00 - $235,510.00