Affluent Wealth Management Expansion & Remote Region Development Manager

Posted 2 Days Ago
Be an Early Applicant
6 Locations
In-Office or Remote
112K-131K Annually
Senior level
Fintech
The Role
Drive growth of Affluent Wealth Management by coaching market leaders, wealth teams and advisors on advisory processes, prospecting, financial planning, insurance and product strategies. Create sales opportunities, support client events and presentations, partner with bank stakeholders and product providers, and deliver training to increase productivity and revenue. Significant travel required.
Summary Generated by Built In

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
Responsible for contributing to the growth of the overall Affluent Wealth Management Strategy by working directly with Market Leaders, Wealth Management Teams and Financial Advisors to increase productivity/revenue by building necessary competencies in the areas of practice management, advisory based programs, financial planning, insurance strategies, small business products and other key strategic drivers. Educates and coaches the teams on the advisory process, prospecting, financial planning (construction and delivery) and best practices. Creates and identifies sales opportunities including contributing and providing subject matter expertise for client events and presentations. Works closely with bank partners including market leaders to develop business, support introductions and educate partners on benefits of the Wealth Management Strategy. Leverages internal and external partners and product providers to deliver value-added content and product training. Significant travel required.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five to seven years or more of job related experience
- FINRA 7, 65/66 and insurance licenses
Preferred Skills/Experience
- Thorough knowledge of comprehensive financial planning, concepts and appropriate strategies to implement recommendations
- Comprehensive understanding of Wealth Management best practices
- Strong leadership and interpersonal skills, with a proven ability to influence and persuade others
- Strong analytical, creative, project management, organizational, and PC skills
- Effective presentation, verbal and written communication skills
- Good organizational and project management skills
- Thorough knowledge of geographical areas, competitive markets, banking operations and U.S. Bancorp’s products and services

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: $111,605.00 - $131,300.00

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.

Skills Required

  • Bachelor's degree or equivalent work experience
  • Five to seven years or more of job related experience
  • FINRA Series 7, Series 65/66 licenses
  • Insurance licenses
  • Significant travel availability
  • Thorough knowledge of comprehensive financial planning and implementation strategies
  • Comprehensive understanding of Wealth Management best practices
  • Strong leadership and interpersonal skills with ability to influence
  • Analytical, project management, organizational and PC skills
  • Effective presentation, verbal and written communication skills
  • Knowledge of geographical areas, competitive markets, and U.S. Bancorp products and services

US Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about US Bank and has not been reviewed or approved by US Bank.

  • Retirement Support The package pairs a pension with a matched 401(k), strengthening long‑term financial security. Retirement programs and other financial safeguards are presented as comprehensive.
  • Leave & Time Off Breadth Paid vacation, sick time, numerous holidays, and dedicated volunteer hours provide meaningful time away. Additional time off with tenure and options to expand PTO bolster flexibility.
  • Healthcare Strength Medical, dental, and vision coverage with HSA/FSA options and wellness resources are described as robust. Health insurance is characterized as top‑notch in multiple descriptions.

US Bank Insights

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The Company
HQ: Minneapolis, MN

What We Do

We believe in putting people first, and our dedication to making ethical decisions and doing the right thing is at the heart of what we do. We're proud to be named by Ethisphere as a 2018 World's Most Ethical Company.

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