Emerging Affluent West Region Leader
About The Position
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 The Emerging Affluent Regional Lead manages a team of Investment Consultants in their designated region. Regional Managers are responsible for managing and leading Investment Consultants, remote Wealth Management Advisors and Bankers, growing the market share of our emerging affluent and remote affluent clients
Requirements
- FINRA SIE, Series 7, Series 63, and Series 24 licenses
- Typically has a bachelor’s degree or equivalent in Accounting, Finance or other related field
- 10 or more years of Investment experience, preferably Wealth experience with five or more years experience in a managerial capacity
- Thorough knowledge of securities markets and investment products
Nice To Haves
- Excellent interpersonal, verbal and written communication skills, exceptional client facing skills with clients
- Extensive knowledge of wealth business and U.S. Bank products and services
- Expert knowledge of consumer credit and experience with Principal Supervision
- Strong leadership abilities and strategic management skills
- Excellent presentation, verbal, and written communication skills
- Strong analytical, decision-making, and problem-solving skills
- Considerable tact, diplomacy, and people skills
Responsibilities
- managing and leading Investment Consultants
- managing remote Wealth Management Advisors and Bankers
- growing the market share of our emerging affluent and remote affluent clients
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
