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Advise High and Ultra High Net Worth clients on investments, wealth and estate planning, banking, credit, insurance, charitable giving, and fiduciary services. Identify, acquire, and deepen client relationships through internal and external sales, working with specialists to deliver customized strategies and act as a regional business and community representative.

Provide comprehensive financial solutions to small businesses ($500K–$2.5M revenue), deepen and develop relationships via outside prospecting and routine outreach, handle account openings and servicing, collaborate with branch and business partners, meet assigned revenue targets, and refer clients to other U.S. Bank business lines as needed.

Provide fund accounting, administration, and investor services for alternative investment funds. Calculate NAVs, record trades and income/expenses, reconcile investor transactions, allocate profits, prepare financial statements, audit and tax schedules, and coordinate fund expense processing in accordance with GAAP.

Advise affluent clients on investments, financial planning, and insurance; conduct discovery, construct tailored portfolios, deliver market views and due diligence, and coordinate with internal teams to grow and service client relationships.

Build and maintain client relationships in-branch and virtually; advise on deposit and loan products; open accounts; process transactions and credit applications; educate clients on digital and self-service banking; meet sales goals while ensuring operational accuracy and regulatory compliance (NMLS registration required).

Lead data-driven product strategy for Corporate Digital by building scalable data foundations, pipelines, dashboards, and measurement frameworks. Partner with product, engineering, and analytics to integrate new data sources, ensure data quality, enable executive reporting, quantify feature value, define metrics and targets, and drive roadmap priorities to improve adoption and customer experience.

Lead digital product strategy and roadmap for card monetization and customer deepening. Use data-driven discovery and OKRs to prioritize features, optimize digital experiences across channels, drive reuse of platforms, measure north star metrics, and partner with cross-functional teams to launch and scale card offerings.

Advise high- and ultra-high-net-worth clients on wealth, estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Identify, close, and deepen client relationships through internal and external sales, working with specialists and strategic partners. Maintain NMLS registration and pass required background and credit checks.

Support Treasury Management sales by analyzing client needs, managing pricing and pipeline, preparing RFP/proposal content, identifying revenue opportunities, assisting implementation preparation, and ensuring regulatory and compliance adherence while collaborating with Treasury Management Consultants.

Provide consultative financial solutions to small businesses ($500K–$2.5M revenue). Prospect and deepen relationships through calling and outside sales, open and service accounts, meet revenue targets, collaborate with branch and business partners, and refer clients for additional banking needs. Onsite role with some weekly driving required.