Region Development Manager - California

U.S. Bank • Walnut Creek, CA

3d

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 Regional Development Manager plays a key role in advancing the Affluent Wealth Management Strategy by partnering directly with Market Leaders, Wealth Management Teams, and Financial Advisors. This role focuses on boosting productivity and revenue by strengthening team capabilities in practice management, advisory programs, financial planning, insurance strategies, small‑business solutions, and other critical growth drivers. They provide education and hands‑on coaching across the advisory process, including prospecting, building and delivering financial plans, and implementing best practices. They also identify and create sales opportunities, offering subject‑matter expertise to enhance client events and presentations. In collaboration with bank partners and Market Leaders, the Regional Development Manager supports business development efforts, fosters introductions, and helps partners understand and fully leverage the Wealth Management Strategy. The role also draws on internal and external partners and product providers to deliver high‑value content and product training. Significant travel is required.

Requirements

• Bachelor's degree, or equivalent work experience
• Three to five 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
• Excellent 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

• Boosting productivity and revenue by strengthening team capabilities in practice management, advisory programs, financial planning, insurance strategies, small‑business solutions, and other critical growth drivers.
• Providing education and hands‑on coaching across the advisory process, including prospecting, building and delivering financial plans, and implementing best practices.
• Identifying and create sales opportunities, offering subject‑matter expertise to enhance client events and presentations.
• Supporting business development efforts, fosters introductions, and helps partners understand and fully leverage the Wealth Management Strategy.
• Drawing on internal and external partners and product providers to deliver high‑value 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: 5,001-10,000 employees