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Meet with affluent clients to gather financial information, assess needs, recommend suitable investment and insurance products, construct tailored portfolios, deliver market and investment views, perform manager/fund due diligence, and collaborate with other U.S. Bank channels to provide comprehensive wealth management services.

Developing financial advisor role partnering with a senior advisor to assess clientsfinancial goals, analyze financial positions, recommend customized investment products, perform due diligence for lower-segment clients, learn securities industry and compliance requirements, and engage in business development and promotional activities.

Provide personalized, advice-driven investment guidance to clients with $25K–$250K in investable assets. Work within a team-based advisory model to discover client needs, educate, recommend tailored investments, deepen relationships, and meet individual asset-growth and production goals. Collaborate regionally, maintain required licenses, and support client servicing and prospecting activities.

Lead product strategy and lifecycle for Addepar and related investment platforms, define digital product roadmaps, improve reporting and analytics, drive integrations and data quality, lead cross-functional agile delivery, and support advisors in leveraging tools to enhance client engagement and portfolio storytelling.

Provide relationship-based banking for small businesses ($500K–$2.5M revenue). Perform outside prospecting and sales, deepen client relationships, open accounts and products, service and maintain accounts, collaborate with branch partners and refer complex needs to Business Banking.

Manage and grow a nationwide portfolio of corporate, commercial, and municipal clients via virtual relationship management. Drive revenue through solution-based selling, end-to-end deal management, pricing, negotiations, relationship planning, performance monitoring, and ensuring regulatory compliance and client service.

Lead and manage investment sales for an assigned market, set and meet revenue and expense budgets, recruit and hire Financial Advisors, ensure compliance with securities laws and firm policies, and maintain interdivisional relationships.

Provide personalized, phone-based financial consulting and investment advice. Proactively contact and profile clients, evaluate financial goals, risk tolerance, and tax exposure, recommend suitable investment products, and ensure compliance with securities laws and corporate policies.

Analyze and integrate infrastructure and platform data across cloud, hybrid, and on-prem systems to produce Power BI dashboards and executive-ready insights. Lead cross-functional analytics initiatives, identify operational risks and anomalies, ensure governance/compliance, and monitor outcomes of recommended actions.

Meet with affluent clients to gather financial information, assess needs, recommend suitable investment and insurance products, construct tailored portfolios, deliver market and investment research, and coordinate with bank channels for comprehensive wealth management services.