4 PWM Market Leader 3 Jobs in Milwaukee, WI
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U.S. Bank is Hiring a PWM Market Leader 3 Near Milwaukee, WI
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 DescriptionThe Private Wealth Management Market Leader reports directly to the Private Wealth Management Regional Executive and is responsible for the sales and business development activities of their assigned market. This individual provides leadership to a team of Advisors to execute on the Private Wealth Management strategy and to grow market share. This individual must be customer obsessed and foster a team culture that is customer obsessed while overseeing relationship management, business development activities and related risk.
Responsibilities
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):
E-VerifyU.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. Learn more about the E-Verify program.
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: $208,505.00 - $245,300.00 - $269,830.00
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.
Job DescriptionThe Private Wealth Management Market Leader reports directly to the Private Wealth Management Regional Executive and is responsible for the sales and business development activities of their assigned market. This individual provides leadership to a team of Advisors to execute on the Private Wealth Management strategy and to grow market share. This individual must be customer obsessed and foster a team culture that is customer obsessed while overseeing relationship management, business development activities and related risk.
Responsibilities
- Sustain profitability and annual growth of the market
- Drives for results by effectively managing client acquisition programs and sales management activities, and by executing in the local market any identified term efficiency and continuous improvement programs
- Participates in cross Bank market leadership committees, and partners closely with the local Bank Market President
- Leads the business development efforts for the market, collaborating with key Business Units within the Bank to create relationships where we are central to our clients by driving broader relationships and a deeper share of their wallet
- Lead to overall strategy for a total market focused on the Private Wealth approach to customer acquisition and retention, by integrating Wealth and Bank wide initiatives and programs into the local market, and ensuring execution with clients
- Builds strong, effective partnerships with colleagues across the enterprise to work together
- Lead Talent Management focus within the market, to include development of employees that are learning, growing and keeping the customer central to everything we do
- Create and sustain a tone within the market that is compliant with regulatory requirements and Bank risk and compliance standards
- Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participate in any required corporate and business line training in these areas. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each customer's normal account activity, as appropriate for this position.
- 15 years of financial services experience
- 8 years of management experience
- BA/MBA in finance, accounting, or other related field
- Strong leadership abilities
- Knowledge of Wealth Management and relation to industry
- Strong verbal and written communication skills
- Strong analytical, decision-making and problem-solving skills
- Considerable tact, diplomacy and people skills
- Strong interpersonal and influence/partnership skills
- Experience and credibility as a sales leader with strong relationship management skills
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
E-VerifyU.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. Learn more about the E-Verify program.
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: $208,505.00 - $245,300.00 - $269,830.00
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.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Banking
SALARY
$137k-171k (estimate)
POST DATE
06/29/2024
EXPIRATION DATE
07/24/2024
WEBSITE
usbank.com
HEADQUARTERS
GRAND JUNCTION, CO
SIZE
>50,000
FOUNDED
1863
CEO
LINDA OTBERG
REVENUE
$10B - $50B
INDUSTRY
Banking
Related Companies
About U.S. Bank
U.S. Bancorp, with nearly 70,000 employees and $554 billion in assets as of December 31, 2020, is the parent company of U.S. Bank National Association, the fifth-largest commercial bank in the United States. The Minneapolis-based bank blends its relationship teams, branches and ATM network with digital tools that allow customers to bank when, where and how they prefer. U.S. Bank is committed to serving its millions of retail, business, wealth management, payment, commercial, corporate, and investment customers across the country and around the world as a trusted and responsible financial partn...er. This commitment continues to earn a spot on the Ethisphere Institutes Worlds Most Ethical Companies list and puts U.S. Bank in the top 5% of global companies assessed on the CDP A List for climate change action. Visit usbank.com for more.
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