Region Development Manager

U.S. Bank • Saint Paul, MN

5d

About The Position

The Region Development Manager contributes to the growth of U.S. Bank’s Affluent Wealth Management Strategy by working with Market Leaders, Wealth Management Teams, and Financial Advisors to increase productivity and revenue. The role builds competencies in practice management, advisory-based programs, financial planning, insurance strategies, small business products, and other strategic drivers.

The manager educates and coaches teams on the advisory process, prospecting, financial plan construction and delivery, and best practices. The role also identifies and creates sales opportunities, provides subject matter expertise for client events and presentations, and works with bank partners to develop business, support introductions, and explain the benefits of the Wealth Management Strategy. The manager uses internal and external partners and product providers to deliver relevant content and product training. Significant travel is required.

Requirements

• Bachelor’s degree or equivalent work experience.
• Five to seven or more years of job-related experience.
• FINRA Series 7 and Series 65 or 66 licenses, and insurance licenses.
• Thorough knowledge of comprehensive financial planning concepts and appropriate strategies for implementing recommendations.
• Comprehensive understanding of Wealth Management best practices.
• Strong leadership and interpersonal skills, with the ability to influence and persuade others.
• Strong analytical, creative, project management, organizational, and PC skills.
• Effective presentation, verbal, and written communication skills.
• Thorough knowledge of geographical areas, competitive markets, banking operations, and U.S. Bancorp products and services.

Nice To Haves

• 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 products and services.

Responsibilities

• Work with Market Leaders, Wealth Management Teams, and Financial Advisors to increase productivity and revenue and support the growth of the Affluent Wealth Management Strategy.
• Build team competencies in practice management, advisory-based programs, financial planning, insurance strategies, small business products, and other strategic drivers.
• Educate and coach teams on the advisory process, prospecting, financial plan construction and delivery, and best practices.
• Create and identify sales opportunities, including providing subject matter expertise for client events and presentations.
• Work with bank partners, including market leaders, to develop business, support introductions, and educate partners on the benefits of the Wealth Management Strategy.
• Leverage internal and external partners and product providers to deliver value-added content and product training.
• Travel significantly.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
• Incentive and recognition programs.
• Equity stock purchase and 401(k) contribution.
• Pension, subject to eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior