Emerging Affluent California Region Leader

Emerging Affluent Regional Lead

The Emerging Affluent Regional Lead manages the sales efforts in their designated region. Regional Managers are responsible for managing, leading and oversight of Investment Advisors and Sales Associates, whose focus is to work with clients within this segment on advisory products and services. They will work to grow the market share of our emerging affluent clients by partnering with line of business leaders within the region to source and refer opportunities to their Wealth Connect team.

They are responsible for the supervision of the advisors in their reporting structure. Additionally, they may take on key national partnerships to increase connectivity and grow sources of new referrals.

Basic Qualifications:

• Bachelor's degree or equivalent in Accounting, Finance or other related field
• 10 to 15 or more years of Investment experience, preferably Wealth experience, with at least 5 years' experience in a managerial capacity
• FINRA SIE, Series 7, Series 66, and Series 24 licenses

Preferred Qualifications:

• Thorough knowledge of securities markets and investment products
• Excellent interpersonal, verbal and written communication skills, exceptional client facing skills with clients
• Extensive knowledge of wealth business and U.S. Bank products and services
• Expert knowledge of consumer credit and experience with Principal Supervision
• Strong leadership abilities and strategic management skills
• Excellent 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:

• 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

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.

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: $ - $