Ascent Managing Director Client Advisor
$197.1k - $240.9kU.S. Bank
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. Job Description 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. Basic Qualifications 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 MBA, JD, CFP, CFA, or CPA Preferred Skills/Experience 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 Total compensation for this role is highly competitive and substantially above market including a generous short-term and long-term incentive bonus; base salary may differ from the range indicated in the job posting. 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. Benefits 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: 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 Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify 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. 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, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $197,100.00 - 240,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. #J-18808-Ljbffr U.S. Bank
- U.S. Bank is seeking a senior-level Relationship Manager to serve as the primary contact for a portfolio of ultra-high-net-worth clients. You will drive sales opportunities, coordinate the Ascent team's services, and expand the bank's presence at regional events and within...SuggestedTemporary work
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...Suggested
- U.S. Bank in Charlotte, NC is seeking a senior relationship manager to oversee a group of moderately to highly complex client relationships within the Ascent segment. You will lead and coordinate a dedicated team, pursuing sales opportunities with ultra high net worth clients...Suggested
- ...Executive Director, Strategic Client Engagement, EDS/RWE About the Company Leading R&D company that commercializes medicine & related medical... ...clinical development & late stage research risk management & pharmacovigilance reimbursement & patient assistance...Suggested
- ...industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages... ...future as we are, join our team. KPMG is currently seeking a Managing Director to join our Accounting Methods and Credit Services practice.Responsibilities...SuggestedLocal area
- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading... ...Consulting seeks a Senior Managing Director to lead and support design, development and...Contract workFor contractorsWork at officeLocal areaFlexible hoursShift work
- ...Make a difference - for us and for your future.Position Title: Managing Director of Foreign Exchange TradingBusiness Unit: Commercial... ...profiles of the department and the Bank. He/she will build deeper client relationships through the sale of foreign exchange products and...Full timeTemporary workWork experience placement
- ...Consulting? Because we ignite more than just transformations for our clients, we ignite careers for our people. At Ember Group... ...rapidly growing global consulting firm, and we're looking for a Managing Director, Head of Growth & Client Partnerships (“Chief Revenue...
$153.7k - $253.7k
...in ocean cargo, marine liabilities, hull and protection indemnity, and yacht coverage for small and mid-size businesses. The Managing Director (MD), Ocean Marine oversees a team of underwriters who partner with agents and brokers to provide coverage for new and renewal...Local area- ...DescriptionRPM Partners () is seeking a Managing Director with deep automotive and manufacturing restructuring expertise to advise clients through complex, high-stakes situations... ...senior restructuring leader and trusted advisor in high-stakes situations involving lenders...Full timeLocal area
$94k - $171k
...attracting, training, motivating and retaining advisors.Achieve specified goals in recruiting... ..., business conduct, and expense management in accordance with business center and company... ...and pass exams.Sr. Managing Director (above qualifications apply along with below...Hourly payPermanent employmentTemporary workWork experience placementH1bWork at officeNight shift- ...solutions company that helps clients around the world turn risk into... ...and deliver solutions that manage risk, optimize benefits, cultivate... ...Watson.The RoleAs a Managing Director you will make a valuable... ...strategic partner and trusted advisor to large, complex clients in...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced... ...practices. In addition to continuing your own client work, you’ll recruit and mentor fellow...Visa sponsorship
- ...effectively, run their businesses. We work with clients in the Hospitality, Restaurant,... ...fellow associates. Job Summary: The Director of Foodbuy Client Solutions leads the... ...Responsibilities: Third-Party Solution Portfolio Management Own the end-to-end lifecycle of...Contract workWork at officeLocal areaRemote workFlexible hours
- Foodbuy USA is seeking a Director of Foodbuy Client Solutions to lead strategy, delivery, and expansion of third-party solutions for Foodbuy members... ...between members, providers, and Foodbuy teams. You will manage end-to-end lifecycle, negotiate terms with partners, identify...
- Compass Group USA, Charlotte, NC, seeks a Director of Foodbuy Client Solutions to lead strategy, delivery, and expansion of third-party member solutions. You will manage relationships, oversee training, and drive a prioritized pipeline of member needs while coordinating...
- JLL is seeking a Senior Director, Solutions Development in Charlotte to lead strategic design and delivery of advanced project management solutions for global design and construction initiatives... ...with commercial insight to create client-focused, growth-driven solutions. You...
$65k - $80k
...in Charlotte, North Carolina, is looking for an experienced individual to manage and retain a book of small employee benefits accounts. The role involves providing personalized support to clients, managing the renewal process, and ensuring high-quality service standards...Work at office- ...Senior Managing Director, Advancement About the Company Influential organization combatting educational inequity Industry Education Management Type Non Profit Founded 1990 Employees 1001-5000 Categories Non Profit Education Education...Local area
- ...Managing Director About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry Fund-Raising Type Non Profit Founded 1940 Employees 51-200 Categories Association Education Fundraising Non...
- ...Managing Director About the Company Ambitious private equity firm specializing in vertical software business acquisitions Industry Internet Type Privately Held, Private Equity-backed Founded 2015 Employees 1001-5000 Categories Information...
- ...Managing Director, Executive Recruiting About the Company International executive search & human capital management firm Industry... ...will be part of an organization that is dedicated to matching clients with the right leaders, a mission that has been at the core of...
- ...Managing Director, M&A Advisory About the Company Full-service financial advisory platform serving middle-market companies with M&A, capital markets, and valuation services. Industry Financial Services Type Privately Held About the Role The Company...Remote work
- ...Managing Director About the Company Influential network of Native Americans advancing equitable philanthropy in local communities Industry Non-Profit Organization Management Type Non Profit Founded 1989 Employees 11-50 Specialties philanthropy...Local area
- ...Managing Director About the Company Mission-driven organization focused on closing the racial wealth gap in local communities Industry Civic & Social Organization Type Privately Held Founded 2020 Employees 1-10 Specialties racial justice...Local area
- ...Digital Practice. The SOC/PCI/HITRUST Managing Director is responsible for the financial performance... ...efforts by meeting with their clients/prospects, identifying opportunities to... ...with the intent to become their trusted advisor.Maintain good relationships with existing...Full timeContract workWork at officeFlexible hours
$180k - $294k
...come together to do what’s right by our clients and each other. Our success is driven by... ...individual will serve as a strategic business advisor to our top clients by challenging their... ..., professional, and proactive account management experience that delivers high impact...Full timeFor contractorsRemote workShift work$157k - $265k
...professional to join our dispute resolution practice at the Director, Managing Director, or Senior Managing Director level. This individual... ...maintaining a high standard of work product across the team.Client Relationship Management: Serve as the primary point of contact...Full timeFor contractors- BW Design Group is seeking a Director of Client Development in Charlotte, North Carolina, to lead significant capital programs in food and beverage manufacturing. This role blends strategic client alignment with deep technical expertise, and you will own the execution...
$175k - $230k
...lifecycle, from acquisition through retention. The Senior Director of Agentic Client Operations is the connective tissue between strategy and... ...workstreams — from initial architecture through live production management. Translate strategic objectives into scalable, production...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Ascent Managing Director Client Advisor. Be the first to apply!
- search executive Charlotte, NC
- executive search company Charlotte, NC
- chief digital officer Charlotte, NC
- technical executive Charlotte, NC
- executive assistant to chief executive officer Charlotte, NC
- chief of police Charlotte, NC
- chief revenue officer Charlotte, NC
- board member Charlotte, NC
- hospital ceo Charlotte, NC
- managing director Charlotte, NC



