Emerging Affluent California Region Leader
$143.91k - $169.3kU.S. Bank
Job Description The Emerging Affluent Regional Lead manages the sales efforts in their designated region. Regional Managers are responsible for managing, leading and oversight of Investment Advisors and Sales Associates, whose focus is to work with clients within this segment on advisory products and services. They will work to grow the market share of our emerging affluent clients by partnering with line of business leaders within the region to source and refer opportunities to their Wealth Connect team. They are responsible for the supervision of the advisors in their reporting structure. Additionally, they may take on key national partnerships to increase connectivity and grow sources of new referrals. Basic Qualifications Bachelor’s degree or equivalent in Accounting, Finance or other related field 10 to 15 or more years of Investment experience, preferably Wealth experience, with at least 5 years’ experience in a managerial capacity FINRA SIE, Series 7, Series 66, and Series 24 licenses Preferred Qualifications Thorough knowledge of securities markets and investment products 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 Compensation Pay Range: $143,905.00 - $169,300.00 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 Equal Opportunity Employer 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. #J-18808-Ljbffr Us Bank
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