Emerging Affluent Region 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 Investment Consultants in their designated region. Regional Managers are responsible for managing and leading Investment Consultants to grow the market share of our emerging affluent clients.  This will include partnering with other leaders within Wealth Management and Retail to drive the strategy.  Additionally, they may be assigned duties within the remote affluent offering, to support our virtual advisor strategy.  Other duties will be assigned to assist with the build out the emerging affluent offering.

Location: Open to candidates in other markets in addition to Ohio.

Basic Qualifications

• Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
• FINRA SIE, Series 7, Series 63, and Series 24 licenses
• Incumbent typically has a bachelor’s degree or equivalent in Accounting, Finance, or other related field
• 10 years or more of Investment experience, preferably Wealth experience, with at least 5 years’ experience in a managerial capacity
• Must have a thorough knowledge of securities markets and investment products

Preferred Skills/Experience

• Requires excellent interpersonal, verbal and written communication skills, exceptional client-facing skills
• 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
• FINRA SIE, Series 7, Series 63, and Series 24 licenses (or ability to obtain after hire)

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: 

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 (some may vary based on role, location or hours):

• 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