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
Position Overview
Drive, optimize, and sustain client acquisition and growth within Wealth Management, with a primary focus on Affluent Wealth Management.
Primary responsibilities include:
- Focus on retail branch and Wealth Management partner strategy – driving key tactics and deliverables to enable growth.
- Lead and support project execution related to high priority referral effort, including transition and support of BAU needs.
- Drive connections horizontally and vertically across wealth and broader U.S. Bank organizations to support project execution for acquisition and growth strategies.
- Support of other partner strategies, relationship management and prioritized efforts, including Mortgage, Business Banking, Wealth to Wealth, Workplace, Third Party/COI, and Client.
- Assisting efforts and BAU management of diverse segment deliverables, including Access Wealth Management.
- Continue evolution of enhancement of the engagement and sales pipeline across the prospect and client lifecycle, delivered via an integrated technology solution supporting client acquisition and deepening.
- Optimize alignment of practice segmentation, capacity management, centralization and growth opportunities with general business and field/practice needs.
- Provide broad program management of acquisition and growth, including support of referral, lead and data programs, marketing, field engagement, digital/CRM, reporting and insights, training, and communications.
Additional responsibilities include:
- Deliver strategies, concepts/pilots and continuous improvements across all client acquisition and growth-related channels, including enhancement of key approaches, best practices, and automation across the prospect/client lifecycle.
- Subject matter expert and key contributor to Marketing, tools and technology support – integrate marketing and data into engagement and sales.
- Enable holistic training, communications, reporting and support to the field and key business partners to drive activation and engagement.
Basic Qualifications
- Bachelor’s degree, or equivalent work experience.
- 8+ years of experience in project management activities.
Preferred Skills/Experience
- Considerable knowledge of assigned business line or functional area.
- Strong organizational and analytical skills.
- Thorough knowledge of project management.
- Ability to identify and resolve exceptions and to analyze data.
- Demonstrated leadership skills.
- Master’s degree preferred.
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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
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: $87,465.00 – $102,900.00 – $113,190.00.