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Advise affluent clients on investment and insurance strategies, construct goals-based portfolios using AMG or open architecture, deliver investment research and due diligence, partner with team on trust administration and private banking services, and drive client relationship management and new business development.

Provide investment planning and advisory services to affluent clients, construct goals-based portfolios using AMG or open-architecture solutions, recommend investment and insurance products, perform manager/fund research and due diligence, support trust administration and private banking referrals, and develop new business through relationship management and client presentations.

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.

Manages retention and growth of medium- to large-sized high-net-worth client relationships. Builds teams of banking, trust, and investment professionals to deliver customized wealth management solutions. Provides expert financial counsel, develops business, identifies client needs, makes independent decisions, and handles complex wealth and relationship management issues.

Leads investment planning and investment and insurance product delivery for affluent clients. Advises individuals and families by understanding financial goals, constructing tailored investment portfolios, and providing market views, investment strategies, research, due diligence, portfolio management, trust administration, and insurance solutions. Develops client relationships, presents recommendations, supports new business development, and partners with wealth management teams.

Advise affluent clients on goals-based investment, portfolio management, trust administration and insurance solutions. Construct tailored portfolios using U.S. Bank AMG or open architecture, provide market and manager research, present strategies, maintain client relationships, and drive new business using planning tools.

Advise affluent clients by developing goals-based financial plans and constructing tailored investment and insurance portfolios. Deliver investment strategy, manager/fund research, portfolio construction, trust administration support, and new business development while partnering with Wealth Management team and using U.S. Bank/A.M.G. resources.

Manages and grows relationships with medium to large high-net-worth clients. Builds teams of banking, trust, and investment professionals to deliver comprehensive wealth management solutions, provides expert financial counsel, identifies client needs, drives business development, and independently resolves complex relationship and wealth management issues. Requires NMLS registration, background and credit checks, a bachelor’s degree or equivalent experience, and at least 10 years of high- or ultra-high-net-worth wealth management experience.

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.

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, partner with wealth team on trust administration and private banking needs, and develop new business while maintaining client relationships.