✦ Luna Orbit — Finance & Accounting

Ascent Managing Director Client Advisor

at U.S. Bank

📍 Nashville, TN Unknown Posted March 20, 2026
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Position Details

Type Full-Time
Experience senior
Exp. Years 15+ years
Education Bachelor's degree in finance, accounting or other related field
Category Finance & Accounting

About this role

This senior role focuses on managing relationships with ultra high net worth clients, expanding the bank's presence in this market segment, and leading sales and client acquisition efforts.

Key Responsibilities

  • Manage ultra high net worth client relationships
  • Drive sales and business growth
  • Expand bank's market presence
  • Develop client acquisition strategies
  • Lead client engagement initiatives

Technical Overview

The role emphasizes client relationship management, sales, and strategic planning within the financial services industry, with minimal technical tools required.

Ideal Candidate

The ideal candidate is a highly experienced financial services professional with over 15 years in the industry, specializing in ultra high net worth client relationships, sales, and strategic management, with advanced degrees and certifications.

Must-Have Skills

Bachelor's degree in financeaccounting or related field15+ years of financial services experience10+ years of experience with ultra high net worth clientsMBAJDCFPCFAor CPA

Nice-to-Have Skills

Leadership abilitiesStrategic management skillsVerbal and written communication skillsAnalytical and decision-making skillsTact and diplomacy

Required Skills

Relationship ManagementUltra High Net Worth ClientsSalesBusiness DevelopmentClient AcquisitionFinancial ServicesLeadershipStrategic ManagementCommunicationAnalytical Skills

Hard Skills

Relationship ManagementUltra High Net Worth ClientsSalesBusiness DevelopmentCommunity EngagementFinancial ServicesClient AcquisitionStrategic ManagementVerbal and Written CommunicationAnalytical Skills

Soft Skills

LeadershipCommunicationDiplomacyPeople SkillsStrategic ThinkingRelationship Building

Certifications

Required

MBAJDCFPCFACPA

Industry & Role

Industry Banking
Job Function Senior client relationship and business development leadership
Role Subtype Banking & Financial Services

Keywords for Your Resume

relationship managementultra high net worth clientssalesbusiness developmentclient acquisitionfinancial servicesleadershipstrategic managementcommunicationanalytical skillsMBAJDCFPCFACPArelationship buildingcommunity engagement

Deal Breakers

Less than 15 years of financial services experience, No experience with ultra high net worth clients, Lack of relevant degrees or certifications, No strategic or leadership experience

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