Ascent Managing Director, CFO Services - (La Jolla, CA)

Ascent Private Capital Management of U.S. Bank exclusively serves UHNW clients with net worth in excess of $75MM. The Managing Director, CFO Services (MD, CFO Services) operates as our clients' chief family financial officer and manages client business, family office and personal financial data. This person is responsible for a critical discipline, and contributes to a dynamic team as part of a holistic wealth management/family office platform/team delivery. The MD, CFO Services provides comprehensive and sophisticated net-worth management and planning services including: financial organization and oversight, risk management, customized net worth and cash flow reporting, info management and tax reporting coordination. A CPA is highly recommended, as well as prior accounting and CFO background within a family owned business or a family office.