FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship managementsales developmentclient coordinationclient engagementcommunication
Certifications
MBAJDCFPCFACPA