Affluent Regional Executive - West Region

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 Affluent Regional Executive leads and manages a team of Wealth Advisor and Banking Market Leaders in their designated region.
This leader drives and executes the Wealth strategy to increase the penetration of Banking clients to Investment clients.
Ensures growth through the delivery of the overall affluent client experience, including collaboration of relevant entities so that teams deliver the full spectrum of U.
S.
Bank products and services with respect to capabilities and solutions such as portfolio management, trust administration, investment advisory and insurance.
Ensures the delivery of client investment strategies of the team through an understanding the client’s unique goals and objectives.
Ensures appropriate goals-based investment portfolios are constructed according to those objectives using U.
S.
Bank’s Asset Management Group (AMG) or U.
S.
Bancorp Investment’s open architecture platform.
Includes identification of other experts such as mortgage, business banking and personal trust services.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.
A.
F.
E.
Act of 2008 and Regulation Z.
You will be subject to the required registration process, which includes a criminal background and credit check.
Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications - Bachelor's degree in finance, accounting or other related field, or equivalent work experience - Typically 10 or more years of investment experience, preferably Wealth experience - Typically 10 or more years of managerial/leadership experience - Requires FINRA Series 7, Series 63, Series 6, Series 66, Series 53, and Series 24 licenses Preferred Skills/Experience - Thorough knowledge of securities markets and investment products - Strong leadership abilities and strategic management skills - Effective presentation, verbal, and written communication skills - Strong analytical, decision-making, and problem-solving skills - Considerable tact, diplomacy, and people skills 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 EEO is the Law 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.
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.
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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements).
Pay Range: $231,795.
00 - $272,700.
00 - $299,970.
00 U.
S.
Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need.
Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.