U.S. Bank

PWM Market Leader

U.S. Bank • $227K — $277K *
Des Moines, IA 50317In-Person
Finance & Insurance
11 - 15 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 15+ years in financial services
  • 8+ years in sales management
  • BA/MBA in finance or related field
  • Extensive knowledge of Banking, Trust, and Investment products
  • Experience with High and Ultra High Net Worth clients
  • Professional designation preferred (CFP or CFA)

Responsibilities

  • Sustain profitability and growth of the Advisory teams
  • Manage client acquisition and sales activities
  • Participate in leadership committees and collaborate with the local Bank Market President
  • Lead business development efforts for Advisory teams
  • Integrate Wealth and Bank initiatives into local teams
  • Foster partnerships across the enterprise
  • Focus on talent management and employee development

Benefits

  • Comprehensive healthcare options (medical, dental, vision)
  • Life insurance with basic and optional coverage
  • Short-term and long-term disability benefits
  • Generous parental leave and pregnancy disability
  • Retirement plans including 401(k) with employer contributions
  • Paid vacation time varying between two to five weeks
  • Up to 11 paid holidays annually
  • Adoption assistance
  • Sick and Safe Leave accrual up to 80 hours annually
Full Job Description
Job Description

The Private Wealth Management Managing Director reports directly to the Private Wealth Management Regional Market Lead and is responsible for the sales and business development activities of their assigned market. This individual provides leadership to a team of Advisors to execute on the Private Wealth Management strategy and to grow market share. This individual must be customer obsessed and foster a team culture that is customer obsessed while overseeing relationship management, business development activities and related risk.

Responsibilities
  • Sustain profitability and annual growth of the Advisory teams
  • Drives for results by effectively managing client acquisition programs and sales management activities, and by executing in the local Advisory teams any identified term efficiency and continuous improvement programs
  • Participates in cross Bank teams leadership committees, and partners closely with the local Bank Market President
  • Leads the business development efforts for the Advisory teams, collaborating with key Business Units within the Bank to create relationships where we are central to our clients by driving broader relationships and a deeper share of their wallet
  • Lead to overall strategy for Advisory teams focused on the Private Wealth approach to customer acquisition and retention, by integrating Wealth and Bank wide initiatives and programs into the local teams, and ensuring execution with clients
  • Builds strong, effective partnerships with colleagues across the enterprise to work together
  • Lead Talent Management focus within the teams, to include development of employees that are learning, growing and keeping the customer central to everything U.S. Bank does
  • Create and sustain a tone within the Advisory teams that is compliant with regulatory requirements and Bank risk and compliance standards
  • Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participate in any required corporate and business line training in these areas. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each customer's normal account activity, as appropriate for this position.


Key Skills Requirements
  • 15+ years of financial services experience
  • 8+ years of sales management experience
  • BA/MBA in finance, accounting, or other related field


Qualifications
  • Extensive knowledge of Banking, Trust and Investment products and services
  • Banking experience with High and Ultra High Net Worth clients
  • Knowledge of Wealth Management and relation to industry
  • Strong leadership abilities and strong verbal/written communication skills
  • Strong analytical, decision-making and problem-solving skills
  • Considerable tact, diplomacy and people skills
  • Strong interpersonal and influence/partnership skills
  • Experience and credibility as a sales leader with strong relationship management skills
  • Professional designation preferred, such as CFP or CFA


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


Review our full benefits available by employment status here.

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: $227,430.00 - 277,970.00

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

About U.S. Bank

U.S. Department of the Treasury is a government agency responsible for promoting economic prosperity and ensuring financial security. The department is responsible for a wide range of activities such as advising on economic and financial issues, encouraging sustainable economic growth, and fostering improved governance in financial institutions.

U.S. Bank Careers

Join the dynamic team at U.S. Bank, one of the nation's top banking institutions, where your career journey is as promising as the services we provide to our customers. At U.S. Bank, we are committed to fostering a culture of innovation, leadership, and diversity that is unmatched in the industry.

Explore Job Opportunities and Growth

At U.S. Bank, we offer a variety of job opportunities that cater to a range of skills and professional interests. Whether you are looking for a position in finance, technology, customer service, or management, U.S. Bank is hiring talented individuals who are eager to contribute to our mission and grow with us.

Internship Programs

Kickstart your career with U.S. Bank’s internship programs. These opportunities are designed for ambitious students who want to gain hands-on experience and develop essential skills in a real-world setting. Our internships provide a platform to engage with experienced professionals and explore potential career paths within the company.

Benefits and Employment Perks

Choosing a career at U.S. Bank means more than just employment. We offer comprehensive benefits designed to enhance your life and well-being. From health and wellness programs to retirement plans, we ensure our team members are supported both personally and professionally.

Our Commitment to Diversity and Inclusion

Diversity and inclusion are at the core of our values at U.S. Bank. We are dedicated to creating an environment where all employees feel valued and included. Our diversity training programs are part of our commitment to an inclusive workplace, where everyone can thrive.

Leadership and Professional Development

Leadership at U.S. Bank is about more than guiding teams – it's about inspiring them. We invest in leadership training and professional development programs that help our employees become the best in their fields. By fostering a culture of learning and growth, we prepare our team members to take on new challenges and leadership roles.

Networking and Innovation

Networking at U.S. Bank goes hand in hand with innovation. Our employees are encouraged to connect with colleagues and industry leaders through various networking events and professional groups. This collaborative environment fuels innovation and allows us to stay ahead in a competitive industry.

Join Our Team

Are you ready to take the next step in your career? Explore the open positions at U.S. Bank and find where your skills and passions align with our needs. Prepare your resume, sharpen your interview skills, and get ready to join a team where your career can flourish.

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Discover the exciting and rewarding career opportunities waiting for you at U.S. Bank. Search and apply for jobs that match your skills and interests. Join us and be part of a team that values growth, leadership, and innovation.

READ CAREERS BLOG

Stay ahead in your career with U.S. Bank – where your growth is our priority.
Learn more about U.S. Bank
Size
68,796 employees
Market Cap
$66.2 billion
Industry
Finance & Insurance
Net Income
$4.9 billion
5 Year Trend
+0.5%
NASDAQ
USB
* Ladders Estimates

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