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Retain and grow medium to large high-net-worth client relationships by building a team of banking, trust, and investment professionals, providing expert counsel on complex wealth and relationship issues, driving business development, and ensuring regulatory compliance including NMLS registration and background/credit checks.

Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate a team of banking, trust and investment professionals to address complex wealth needs. Provide expert counsel on wealth management, drive business development, and ensure regulatory compliance (including NMLS registration).

Advise affluent clients on investment and insurance strategies, construct goals-based portfolios using internal and open-architecture products, coordinate trust and portfolio management, perform investment research and due diligence, and drive relationship management and new business development.

Meet affluent clients to gather financial information, assess needs, recommend suitable investment and insurance solutions, construct tailored portfolios, deliver market and investment research, and coordinate trust, advisory, and private banking services while partnering with internal teams to drive new business and client service.

Trade and price G10 non-USD FX swaps and cross-currency basis, manage funding and liquidity risk, support sales with pricing and structuring, and improve electronic trading/pricing infrastructure and workflows to optimize balance-sheet-efficient trade structures.

Lead risk and control oversight for SEC-registered mutual funds and ETFs within Global Fund Services. Partner with business lines and RCA teams to build and maintain risk frameworks, identify and remediate gaps, ensure regulatory compliance, escalate risks, and drive proactive risk mitigation through collaboration and project participation.

Advise and grow relationships with High and Ultra High Net Worth clients across investments, banking, credit, insurance, estate planning and fiduciary services. Identify, close, and deepen client relationships, coordinate specialist teams, develop new business through internal and external channels, and act as a strategic advisor and community representative.

Provide investment, planning, and insurance advice to affluent clients: collect financial information, assess needs, construct tailored portfolios, deliver market views and due diligence, and coordinate trust, advisory, and insurance solutions while partnering with internal U.S. Bank channels to grow client relationships and new business.

Advise affluent clients on investment and insurance strategies, construct goals-based portfolios using AMG or open architecture, deliver investment research and due diligence, partner with team on trust administration and private banking services, and drive client relationship management and new business development.

Advise affluent clients by gathering financial information, assessing needs, recommending suitable investment, insurance, and portfolio solutions. Deliver market views, construct tailored portfolios, conduct manager/fund due diligence, and coordinate with internal bank channels to provide comprehensive wealth management services and develop new business.