Region Development Manager
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. It educates and coaches teams on the advisory process, prospecting, financial plan construction and delivery, and best practices. The manager creates and identifies sales opportunities, contributes subject-matter expertise to client events and presentations, and works with bank partners to develop business, support introductions, and explain the benefits of the Wealth Management Strategy. The position also uses internal and external partners and product providers to deliver value-added content and product training. Significant travel is required.
Requirements
- Bachelor's degree or equivalent work experience.
- Five to seven years or more of job-related experience.
- FINRA Series 7 and 65/66 licenses, and insurance licenses.
Nice To Haves
- 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 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 products and services.
Responsibilities
- Contribute to the growth of the Affluent Wealth Management Strategy.
- Work with Market Leaders, Wealth Management Teams, and Financial Advisors to increase productivity and revenue.
- Build 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 planning construction and delivery, and best practices.
- Create and identify sales opportunities, including contributing subject-matter expertise to 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, 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, 401(k) contribution, and pension, subject to eligibility requirements.
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
Mid Level
