Emerging Affluent West Region Leader

Emerging Affluent Regional Lead

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 licensed advisors in their designated region. The segment is branded as Wealth Connect and focus on clients with less than $250k in investable assets. Regional Managers are responsible for managing and leading our Wealth Connect Advisors, and growing the market share of our emerging affluent within the West region. This role will interact internally with other lines of business market & region leaders to raise awareness and drive referrals for this segment. They will also supervise the activities of the advisors that report to them.

Basic Qualifications:

• FINRA SIE, Series 7, Series 63, and Series 24 licenses
• Typically has a bachelor's degree or equivalent in Accounting, Finance or other 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

Preferred Skills/Experience:

• 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

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $149,515.00 - $175,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.