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Company Name:
U.S. Bank
Approximate Salary:
Not Specified
Location:
Minneapolis, Minnesota
Country:
United States
Industry:
Executive

Managing Director, Wealth Strategy - Minneapolis, MN

 
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.
  Ascent Private Capital Management:
U.S. Bancorp's Wealth Management Group serves the needs of clients through three main groups: The Private Client Group, The Private Client Reserve and Ascent Private Capital Management. Ascent Private Capital Management is an ultra-high net worth wealth management firm providing advisory and consulting services, with a focus on clients with a net worth of $75 million and above. Working side by side with multiple generations of families, Ascent offers a combination of traditional wealth management services and leading-edge wealth impact strategies for establishing a personal family legacy while providing ongoing, comprehensive, and integrated services.   These Ascent efforts generate revenue through a combination of investment management fees, private banking (including lending) and other family office services (advisory services including reporting, consulting, education and family meetings).
 
The Role:
The Managing Director, Wealth Strategy (MD) must have deep, multigenerational consultative experience in family advisory including:  wealth planning/coordination, family risk management, family governance, stewardship and family education, and trust administration.  The MD will work with families as a subject area expert in estate planning, multigenerational planning, family governance, and trust and fiduciary advice.  This individual will be a key contributor to the Ascent team in Minneapolis.  The MD is supported by a national advisory team that provides research, technical support and subject matter expertise.
 
The successful candidate will need to have proven leadership abilities, executive presence and communication skills to successfully work with a team that exceeds client service expectations. He or she will be relationship oriented and have evidenced success in forming deep relationships with colleagues and clients as well as developing new client business.  U.S. Bank takes a long term view towards relationships and seeks a like-minded individual to fill this critical role. These client relationship skills will be crucial in developing insight and understanding of the needs, planning, and dynamics of the client family.  He or she will work with specialists in a dynamic UHNW team/platform that includes: open architecture investment management; estate, tax, trust, and fiduciary services; family governance and education; accounting and reporting; and other subject area experts servicing the needs of the client family. 

 
Qualifications
  Requirements:
  • Minimum 7+ years Wealth Planning/Strategy with HNW/UHNW family clients
  • Minimum 7+ years Estate/Multigenerational Planning
  • JD, LLM, CPA (at least JD or CPA)
  • Trust/Fiduciary knowledge/experience within context of HNW/UHNW
  • Tax knowledge preferred
  • Family business experience in planning or consulting preferred
  • Proven business development and/or client relationship management focus
  • Leadership experience    

 

Job Executive

Primary Location Minnesota-MN-Minneapolis

Shift 1st - Daytime

Average Hours Per Week 40

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