Wealth Management Expansion Manager

• Contribute to the growth of the overall Affluent Wealth Management Strategy
• Work directly with Market Leaders, Wealth Management Teams, and Financial Advisors to increase productivity and revenue
• Build competencies in practice management, advisory-based programs, financial planning, insurance strategies, small business products, and other strategic drivers
• Educate and coach teams on the advisory process, prospecting, financial planning construction and delivery, and best practices
• Create and identify sales opportunities
• Contribute subject matter expertise for client events and presentations
• Work with bank partners and market leaders to develop business and support introductions
• Educate partners on the benefits of the Wealth Management Strategy
• Leverage internal and external partners and product providers to deliver value-added content and product training
• Travel significantly

• Bachelor's degree, or equivalent work experience
• Five to seven years or more of job-related experience
• FINRA 7 license
• FINRA 65/66 license
• Insurance licenses
• Thorough knowledge of comprehensive financial planning concepts and strategies
• Comprehensive understanding of Wealth Management best practices
• Strong leadership and interpersonal skills with ability to influence and persuade
• Strong analytical, creative, project management, organizational, and PC skills
• Effective presentation, verbal, and written communication skills
• Good organizational and project management skills
• Thorough knowledge of geographical areas, competitive markets, banking operations, and U.S. Bancorp products and services
• Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies
• Applicants must meet applicable employment eligibility verification requirements

Demonstrates expertise in Wealth Management strategies, financial planning, and practice management while effectively educating and coaching teams to enhance productivity and revenue. Possesses strong leadership, analytical, and communication skills to influence stakeholders and drive business growth.