Wealth Banking Services Relationship Manager
About The Position
Wealth Banking Services (WBS) was formed within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians via third party financial intermediaries such as Registered Investment Advisors (RIAs) and Broker-Dealers. The main product offering of WBS is securities-based lending with the full suite of custom private banking products included in the offering. The WBS Relationship Manager supports WBS's strategic wholesale partnerships, developing, managing, expanding and retaining relationships with and driving engagement from third party RIA and Broker/Dealer firms, their advisors and end-clients. Partners with Private Banking Product Specialists to provide counsel and advice on the securities-based lending program as well as the other private banking products and services available within the offering. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Requirements
- Bachelor's degree, or equivalent work experience
- Minimum 8 years of experience in sales, marketing, or relationship management role in a business-to-business environment
- Minimum 8 years of private banking and/or relevant credit experience
- Ability to travel
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Subject to required registration process, which includes a criminal background and credit check.
- Must meet or maintain NMLS registration requirements, including a satisfactory criminal and credit record.
Nice To Haves
- Experience establishing and maintaining relationships in larger, complex distribution organizations.
- Demonstrated experience for driving business relationships and results
- Ability to maintain consistent travel schedule
- Excellent interpersonal and presentation skills
- Excellent verbal and written communication skills
- Self-motivation to work independently and prioritize own schedule
- Strong follow-up and execution skills
- Strong business acumen and professionalism
Responsibilities
- Supports WBS's strategic wholesale partnerships.
- Develops, manages, expands and retains relationships with third party RIA and Broker/Dealer firms, their advisors and end-clients.
- Drives engagement from third party RIA and Broker/Dealer firms, their advisors and end-clients.
- Partners with Private Banking Product Specialists to provide counsel and advice on the securities-based lending program and other private banking products and services.
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
Senior
