Ascent Managing Director, Wealth Strategist
Company: U.S. Bank
Location: Minneapolis
Posted on: April 2, 2026
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Job Description:
At U.S. Bank, we’re on a journey to do our best. Helping the
customers and businesses we serve to make better and smarter
financial decisions and enabling the communities we support to grow
and succeed. We believe it takes all of us to bring our shared
ambition to life, and each person is unique in their potential. A
career with U.S. Bank gives you a wide, ever-growing range of
opportunities to discover what makes you thrive at every stage of
your career. Try new things, learn new skills and discover what you
excel at—all from Day One. Job Description Serves as client lead
for trust, tax and planning matters and as primary liaison between
front office and specialized fiduciary services (SFS). Engages
directly with top-line clients and leads client and family
meetings. Actively mitigates risks, crafts solutions, and partners
with SFS on fiduciary matters. Is an active client development team
member with significant internal and external COI network.
Recognized as subject matter expert in the community. Managing
Director positions lead advisory teams and work with families as a
subject area expert in estate planning, multi-generational
planning, family governance, and trust and fiduciary advisory.
Basic Qualifications - Bachelor's degree in finance, accounting or
other related field - 15 or more years of estate/multi-generational
experience - Seven or more years of planning/strategy experience
with high net worth clients Preferred Skills/Experience - Strong
technical skills in estate planning, multi-generational planning,
and trust and fiduciary advisory - Well-developed leadership
abilities and strategic management skills - Thorough knowledge of
division and relation to industry - Strong verbal and written
communication skills - Well-developed analytical, decision-making
and problem-solving skills - Considerable tact, diplomacy and
people skills - JD or CPA license preferred Total compensation for
this role is highly competitive and substantially above market
including a generous short-term and long-term incentive bonus; base
salary may differ from the range indicated in the job posting. This
role is hybrid. Team members who are in a hybrid role typically
spend three days a week at a U.S. Bank location, while having
flexibility on their work location for the other working days. If
there’s anything we can do to accommodate a disability during any
portion of the application or hiring process, please refer to our
disability accommodations for applicants . Benefits: Our approach
to benefits and total rewards considers our team members’ whole
selves and what may be needed to thrive in and outside work. That's
why our benefits are designed to help you and your family boost
your health, protect your financial security and give you peace of
mind. Our benefits include the following: Healthcare (medical,
dental, vision) Basic term and optional term life insurance
Short-term and long-term disability Pregnancy disability and
parental leave 401(k) and employer-funded retirement plan Paid
vacation (from two to five weeks depending on salary grade and
tenure) Up to 11 paid holiday opportunities Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to
80 hours per calendar year unless otherwise provided by law Review
our full benefits available by employment status here . U.S. Bank
is an equal opportunity employer. We consider all qualified
applicants without regard to race, religion, color, sex, national
origin, age, sexual orientation, gender identity, disability or
veteran status, and other factors protected under applicable law.
E-Verify U.S. Bank participates in the U.S. Department of Homeland
Security E-Verify program in all facilities located in the United
States and certain U.S. territories. The E-Verify program is an
Internet-based employment eligibility verification system operated
by the U.S. Citizenship and Immigration Services. Learn more about
the E-Verify program . The salary range reflects figures based on
the primary location, which is listed first. The actual range for
the role may differ based on the location of the role. In addition
to salary, U.S. Bank offers a comprehensive benefits package,
including incentive and recognition programs, equity stock purchase
401(k) contribution and pension (all benefits are subject to
eligibility requirements). Pay Range: $170,255.00 - $200,300.00
U.S. Bank will consider qualified applicants with arrest or
conviction records for employment. U.S. Bank conducts background
checks consistent with applicable local laws, including the Los
Angeles County Fair Chance Ordinance and the California Fair Chance
Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank
is subject to, and conducts background checks consistent with the
requirements of Section 19 of the Federal Deposit Insurance Act
(FDIA). In addition, certain positions may also be subject to the
requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the
NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal
guidelines applicable to an agreement, such as those related to
ethics, safety, or operational procedures. Applicants must be able
to comply with U.S. Bank policies and procedures including the Code
of Ethics and Business Conduct and related workplace conduct and
safety policies. Posting may be closed earlier due to high volume
of applicants.
Keywords: U.S. Bank, Rochester , Ascent Managing Director, Wealth Strategist, Accounting, Auditing , Minneapolis, Minnesota
