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Provide cross-functional production support for operations services including payment and claim processing, data entry, exception research, troubleshooting, vendor/client interaction, and implementing processing improvements. Perform routine tasks in operational systems, escalate issues, and may handle physical processing duties (lifting, standing, repetitive motions).

Provide legal advice and documentation for commercial lending transactions, including UCC and real-estate secured loans. Draft and review loan documents, research federal and state law, resolve loan disputes, train business units, advise on internal policies and closing due diligence, and support business, operations, risk, and outside counsel.

Work with Private Wealth Advisors to bring new ultra-high-net-worth clients (generally $10M+) into Private Wealth Management. Lead client discovery, estate, tax, business succession, fiduciary and philanthropic planning, coordinate with internal and external advisors, and drive business development within the assigned market.

Advise and grow relationships with High and Ultra High Net Worth clients through holistic wealth, estate planning, investments, banking, credit, insurance, and fiduciary services. Identify, close, and deepen client relationships using internal and external referrals, working with a specialist team. Maintain required regulatory registrations and complete background/credit checks. Drive business development, profile clients, and deliver customized strategies to retain and expand assets under management.

Serve as lead relationship manager for a portfolio of complex ultra-high-net-worth clients, coordinating Ascent team services, developing and closing new business, deepening client relationships, and representing the business at regional events.

Private Wealth Advisor responsible for identifying, acquiring, and deepening high- and ultra-high-net-worth client relationships. Advise holistically on investments, banking, credit, wealth and estate planning, insurance, charitable giving, and fiduciary administration. Drive growth through internal and external business development, coordinate specialist teams, and act as a regional representative for strategic partners. Role requires NMLS registration with background and credit checks.

Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate a team of banking, trust, and investment professionals to deliver comprehensive wealth management advice, handle complex relationship and wealth issues, and drive business development.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, deliver investment research and due diligence, develop client relationships, and support trust, portfolio management, and private banking needs.

Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate a team of banking, trust, and investment professionals to meet client needs. Provide expert wealth management counsel on complex issues, drive business development, and oversee relationship management. Role requires NMLS registration and successful completion of background and credit checks.

Support a Senior Private Wealth Advisor in soliciting, developing, managing, and retaining client relationships. Drive business development, client retention, and revenue goals while honing product technical knowledge and client-facing skills. Must obtain and maintain NMLS registration; perform data interpretation, exception resolution, and sales support activities.