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Ascent Managing Director, Client Advisor
U.S. Bank
Minneapolis, MN, United States
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Ascent services clients with net worths 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. In this role, the MDCA serves as the generalist relationship manager and primary point of contact for these highly complex clients on behalf of Ascent. In addition, they have a key role in developing Ascent’s presence in the ultra-high-net-worth (UHNW) market including representation of the business segment in the region and at community events along with developing and closing new business opportunities.
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.
Essential Functions:
• 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.
Qualifications
• 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.
• Industry leading business development and networking acumen.
• Public speaking ability and experience.