Affluent Wealth Management West Region Development Manager

U.S. Bank National Association • Portland, OR

8d

About The Position

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.

Requirements

• Bachelor's degree, or equivalent work experience
• Five to seven years or more of job related experience
• FINRA 7, 65/66 and insurance licenses

Nice To Haves

• 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

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees