Top Tech Jobs & Startup Jobs

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.

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.

Manage retention and growth of medium to large high-net-worth client relationships. Build and lead a team of banking, trust, and investment professionals to deliver comprehensive wealth solutions. Provide expert counsel on complex wealth management issues, drive business development, and coordinate cross-functional service for clients. Must maintain required regulatory registrations and clear background/credit checks.

Partner with a Senior Advisor to solicit, develop, manage, and retain PWM client relationships. Support business development, client engagement, and practice goals while honing product technical skills, delivering client-facing support, and helping achieve sales and revenue targets. Requires NMLS registration and background/credit checks.

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.

Provide executive-level administrative support to the EVP of HR Advisory Services: manage complex calendars, expense reports, travel, meetings, and presentations; coordinate cross-functional teams; support highly visible projects including data work; and assist with program management and team coordination while maintaining confidentiality.

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.

Provide consultative financial solutions and relationship management for small businesses ($500K–$2.5M revenue). Prospect and deepen client relationships through outside sales, account openings, product referrals, and collaboration with internal partners to meet revenue and growth targets while servicing customer accounts.

Client-facing FX sales role executing spot, forward and options trades, managing order flow and trade queries, analyzing FX markets and macro trends, developing presentations and risk mitigation strategies, coordinating with relationship bankers and operations teams, and supporting desk operations to maintain strong client relationships.