Ascent Managing Director, Wealth Strategist
Elavon
About this role
U.S. Bank is seeking a managing director who will serve as a client lead for trust, tax, and planning matters, engaging with high net worth clients and leading client and family meetings. The role involves managing fiduciary services, mitigation of risks, and stakeholder engagement.
Skills
About Elavon
usbank.comExperience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.
Recent company news
U.S. BankInvestors Focus Attention on Corporate Earnings
2 weeks ago
U.S. BankU.S. Bancorp announces leadership changes in its operations function
1 month ago
U.S. BankU.S. Bancorp to Acquire BTIG
Jan 13, 2026
U.S. BankU.S. Bank Adds Industry Veterans to Its Payments: Merchant and Institutional Leadership Team
1 month ago
U.S. BankU.S. Bancorp appoints Gunjan Kedia chairman of the Board of Directors
1 month ago
About Elavon
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Elavon.
Salary
$170k – $200k
per year
More jobs at Elavon
Similar Jobs
Sr. Managing Director/Wealth Management - New York
Northern Trust
Senior Wealth Strategist
BMO
Senior Tax Manager - High Net Worth
NorthPoint Search Group
Sr. Managing Director - Greenwich, Wealth Management
Northern Trust
Senior Relationship/Trust Advisor, Wealth Management
Northern Trust
Sr. Trust Advisor, Global Family Office (GFO)
Northern Trust