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Ascent Investment Consulting Managing Director

Company: U.S. Bank
Location: Denver
Posted on: April 8, 2021

Job Description:

Ascent Investment Consulting Managing Director 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 services clients with net worths in excess of $75MM, with average client assets above $100MM.-- The Managing Director, Investments (MDI) is the lead investment professional responsible for the management of investment advice and strategies to an exclusive group of ultra-high-net-worth (UHNW) clients. In this role, the MDI leads the investment function on the regional team and is ultimately responsible for a book of investment client relationships. The MDI leads the coordination of client communications for their investment team to deliver asset management oversight, asset allocation, manager selection and due diligence coordination of all client relationships within their book of business. The MDI participates in and contributes to the investment strategy and platform development across the broader Wealth Management organization. In addition, they have a key role in developing Ascent's presence in the UHNW market including representation of the business segment in the region and at community events along with developing and closing new business opportunities.The MDI 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, t he ideal candidate would possess "quiet confidence", is not ego-centric and performs best in a highly collaborative, collegial, team-approach model. The MDI should be able to thrive in an environment working with exceptional people, with the ability to work alongside highly trained and educated professionals. The MDI 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 investments.
  • Ensure the investment 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 the coordination of investment team functions for assigned book of business to ensure the Ascent client experience is consistently meeting the standards set forth by leadership. Minimum Requirements:
    • 15+ years of portfolio management experience
    • 5+ years working with alternative assets
    • Extensive UHNW client and COI network in the market they are leading
    • Prefer advanced expertise that is directly relevant to UHNW clients (MBA, CFA, etc.)
    • 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 experienceBenefits:--
      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 .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.E-VerifyU.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 .Pay Range: $210,120.00 - $247,200.00 - $271,920.00 Posted 3 Days Ago Full time 2021-0000704 About Us Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank's best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.

Keywords: U.S. Bank, Denver , Ascent Investment Consulting Managing Director, Executive , Denver, Colorado

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