Ascent Managing Director, Wealth Strategist

Job Opportunity At U.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 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
• 15 or more years of estate/multi-generational experience
• Seven or more years of planning/strategy experience with high net worth clients

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

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.

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

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:

• 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

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.

Pay Range: $170,255.00 - $200,300.00