Emerging Affluent West Region Leader
About The Position
The Emerging Affluent Regional Lead manages a team of licensed advisors in their designated region. The segment is branded as Wealth Connect and focus on clients with less than $250k in investable assets. Regional Managers are responsible for managing and leading our Wealth Connect Advisors, and growing the market share of our emerging affluent within the West region. This role will interact internally with other lines of business market & region leaders to raise awareness and drive referrals for this segment. They will also supervise the activities of the advisors that report to them.
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
- 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
- Manages a team of licensed advisors in their designated region.
- Focus on clients with less than $250k in investable assets.
- Responsible for managing and leading Wealth Connect Advisors.
- Growing the market share of emerging affluent within the West region.
- Interact internally with other lines of business market & region leaders to raise awareness and drive referrals for this segment.
- Supervise the activities of the advisors that report to them.
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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
