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Ascent Partner and Platform Consultant
Ascent Partner and Platform Consultant-May 2024
La Jolla
May 8, 2025
About Ascent Partner and Platform Consultant

  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

  Ascent Private Capital Management is a leading player in the ultra-high-net-worth financial services industry, dedicated to helping our clients and families achieve their financial goals. With a commitment to ongoing efficiency, partnership, and innovation, we are seeking a highly motivated Partner & Platform Consultant dedicated to supporting Ascent’s Trust & Investments line of business. The Partner & Platform Consultant collaborates across all Ascent Regional Office (ARO) teams ensuring that the needs of the clients are being advocated for and prioritized to support the growth of Ascent.

  Reporting to the Ascent Chief Administrative Officer, this role partners with various trust and investment operational teams across the organization and participates in the review and recommendation of technology systems and workflow procedures. This role helps in coordinating projects and operational needs between the ARO teams and our fiduciary services partners in the areas of trust and investment policy and procedures, trust client onboarding, money movement requests and key system conversions (SEI/SWP) and investment tools (Pivot, Addepar, T&I Online, etc.). The Ascent Partner & Platform Consultant is pivotal in streamlining operations and fostering innovation within our organization.

  Key Responsibilities:

  Operational Coordination : Collaborate with various trust business partners to advocate on behalf of Ascent Regional Office needs to develop and execute operational strategies that enhance efficiency, increase operational scalability, and reduce costs.

  Process Improvement : Identify areas for process improvement and work cross-functionally to implement solutions that optimize workflows and drive innovation.

  Data Analysis : Utilize data-driven insights to identify trends, opportunities, and areas for improvement in operational processes.

  Project Management : Lead and support various operational projects, ensuring timely completion and alignment with organizational goals.

  Stakeholder Engagement : Foster strong relationships with internal stakeholders to promote collaboration and achieve operational objectives.

  Innovation Promotion : Encourage a culture of innovation within the organization by proposing and implementing innovative solutions and technologies.

  Advocate for Business Needs : Act as Ascent’s voice with internal technology partners to ensure business needs are being advocated for.

  Quality Service : Ensures quality service and effective operations support for all of the assigned internal and external customers.

  Qualifications:

  Bachelor’s degree in business administration, Finance, or related field (MBA preferred).

  Superior knowledge of trust & investment functions, systems, policies, and procedures.

  Self-motivated, results-oriented, and able to work independently.

  Excellent organizational, managerial and project management skills.

  Excellent interpersonal, verbal and written communication skills.

  Ability to manage multiple tasks/projects and deadlines simultaneously.

  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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

  Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.

  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 (some may vary based on role, location or hours):

  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

  EEO is the Law

  U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) EEO poster.

  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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .

  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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $129,455.00 - $152,300.00 - $167,530.00

  U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

  Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

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