Managing Director of Wealth Planning

U.S. Bank • Minneapolis, MN

1d

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 Managing Director of Wealth Planning is responsible for leading the Midwest Region’s Wealth Planning team. In this role, the successful candidate will be responsible for developing and managing a standard planning process focused on efficiency and scalability, driving growth via planning including the use of thought leadership, and coaching and training Wealth Planning Analysts and Wealth Planners for the Midwest Region of U.S. Bank Private Wealth Management (PWM) (in collaboration with other Regional leadership). The candidate builds strong internal partnerships with PWM colleagues and other leaders to grow planning activity, Improves and scales planning experience through coordinated delivery and processes, and fosters planner development through best practice sharing and learning opportunities.

Requirements

• Intricate knowledge of tax, estate and financial planning acquired through 10+ years of experience working in the planning line of business
• Proven knowledge of all facets of wealth management, including financial planning, investments, custom credit, and estate & tax planning

Nice To Haves

• Strong knowledge of planning procedures, operational workflows, and systems
• Effective communication skills together with the ability to collaborate to solve complex issues
• Professional designations are strongly desired and may include, but are not limited to: JD, CPA, CTFA, and/or CFP.

Responsibilities

• Developing and managing a standard planning process focused on efficiency and scalability
• Driving growth via planning including the use of thought leadership
• Coaching and training Wealth Planning Analysts and Wealth Planners for the Midwest Region of U.S. Bank Private Wealth Management (PWM) (in collaboration with other Regional leadership)
• Building strong internal partnerships with PWM colleagues and other leaders to grow planning activity
• Improving and scaling planning experience through coordinated delivery and processes
• Fostering planner development through best practice sharing and learning opportunities

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: Director
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees