Wealth Connect Region Leader

U.S. Bank National Association • Cincinnati, OH

4d

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 Emerging Affluent Regional Lead manages a team of Investment Consultants in their designated region. Regional Managers are responsible for managing and leading Investment Consultants and Advisors, by growing the market share of our emerging affluent clients, typically with investable assets up to $250k, including self-directed. This role will engage other areas of the bank to promote the segment and encourage referring existing bank clients to your team for investment needs. Additionally, you may be assigned other responsibilities in building this key strategic offering to grow the emerging affluent segment.

Requirements

• FINRA SIE, Series 7, Series 63, and Series 24 licenses (partially licensed candidates will be considered)
• Typically has a bachelor’s degree or equivalent in Accounting, Finance, Economics or another related field
• 10 or more years of Investment experience, preferably Wealth experience with five or more years’ experience in a managerial capacity
• Thorough knowledge of securities markets and investment products

Nice To Haves

• Excellent interpersonal, verbal, and written communication skills, exceptional client facing skills with clients
• Extensive knowledge of wealth business and U.S. Bank products and services
• Expert knowledge of consumer credit and experience with Principal Supervision
• Strong leadership abilities and strategic management skills
• Excellent presentation, verbal, and written communication skills
• Strong analytical, decision-making, and problem-solving skills
• Considerable tact, diplomacy, and people skills

Responsibilities

• Managing and leading Investment Consultants and Advisors
• Growing the market share of our emerging affluent clients, typically with investable assets up to $250k, including self-directed
• Engaging other areas of the bank to promote the segment and encourage referring existing bank clients to your team for investment needs
• Building this key strategic offering to grow the emerging affluent segment

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: Manager
• Number of Employees: 1,001-5,000 employees