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

Benefits

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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.