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Advise High and Ultra High Net Worth clients on wealth, estate planning, investments, banking, credit, insurance, and fiduciary services. Identify, close, and deepen relationships, grow business through internal and external sales, coordinate specialists, and act as a community-facing strategic partner. Maintain required NMLS registration and meet regulatory/background requirements.

Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate teams of banking, trust, and investment professionals, provide expert wealth management counsel, handle complex relationship issues, and ensure compliance with NMLS registration and related background/credit requirements.

Serve as primary relationship manager for ultra high net worth clients, coordinating the Ascent team to deliver services, identify and close new and expanded wealth management opportunities, represent the business in the region, and drive client growth and retention.

Builds and leads a team of trust, banking and investment professionals to serve high- and ultra-high-net-worth clients. Responsible for retention, growth, fiduciary administration, comprehensive financial advice (trust, private banking, investments), compliance, and partnership with product specialists. Requires NMLS registration and background/credit checks.

Retain and grow medium to large high-net-worth client relationships by building a team of banking, trust, and investment professionals, providing expert counsel on complex wealth and relationship issues, driving business development, and ensuring regulatory compliance including NMLS registration and background/credit checks.

Provide comprehensive, goals-based wealth planning—lifestyle, protection, philanthropic, tax, business transition, and estate planning. Use planning software and customizable deliverables to build tailored solutions, partner with relationship teams to support new client opportunities, and work directly with clients or alongside senior team members.

Manage and grow high- and ultra-high-net-worth client relationships, coordinate banking/trust/investment teams, provide complex wealth advice, drive business development, and ensure regulatory/NMLS compliance.

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.