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Private Wealth Management Market Leader

Company: U.S. Bank
Location: San Diego
Posted on: April 10, 2021

Job Description:

Private Wealth Management Market Leader At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Job DescriptionJob Description The Private Wealth Management Market Leader reports directly to the Private Wealth Management Regional Executive 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 market
  • Drives for results by effectively managing client acquisition programs and sales management activities, and by executing in the local market any identified term efficiency and continuous improvement programs
  • Participates in cross Bank market leadership committees, and partners closely with the local Bank Market President
  • Leads the business development efforts for the market, 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 a total market focused on the Private Wealth approach to customer acquisition and retention, by integrating Wealth and Bank wide initiatives and programs into the local market, and ensuring execution with clients
  • Builds strong, effective partnerships with colleagues across the enterprise to work together
  • Lead Talent Management focus within the market, to include development of employees that are learning, growing and keeping the customer central to everything we do
  • Create and sustain a tone within the market 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 management experience
    • BA/MBA in finance, accounting, or other related field Qualifications
      • Strong leadership abilities
      • Knowledge of Wealth Management and relation to industry
      • Strong verbal and 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 Benefits:--
        Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visitingusbank.com/careers .EEO is the Law
        Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.E-VerifyU.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 . Full time 2021-0011112 About Us Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank's best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.

Keywords: U.S. Bank, San Diego , Private Wealth Management Market Leader, Executive , San Diego, California

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