Managing Director of Wealth Planning

2 days ago Be among the first 25 applicants

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.

The Managing Director of Wealth Planning is responsible for leading the Midwest Region’s Wealth Planning team. In this role, the successful candidate will be responsible for developing and managing a standard planning process focused on efficiency and scalability, driving growth via planning including the use of thought leadership, and coaching and training Wealth Planning Analysts and Wealth Planners for the Midwest Region of U.S. Bank Private Wealth Management (PWM) (in collaboration with other Regional leadership).

The candidate builds strong internal partnerships with PWM colleagues and other leaders to grow planning activity, improves and scales planning experience through coordinated delivery and processes, and fosters planner development through best practice sharing and learning opportunities.

• Intricate knowledge of tax, estate and financial planning acquired through 10+ years of experience working in the planning line of business
• Proven knowledge of all facets of wealth management, including financial planning, investments, custom credit, and estate & tax planning.

• Strong knowledge of planning procedures, operational workflows, and systems
• Effective communication skills together with the ability to collaborate to solve complex issues
• Professional designations are strongly desired and may include, but are not limited to: JD, CPA, CTFA, and/or CFP.

• 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

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

• Seniority level:
  Director
• Employment type:
  
  Full‑time
• Job function:
  Business Development and Sales
• Industry: Banking

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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: $ - $

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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.