U.S. Bank
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PWM Relationship Manager
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U.S. Bank . U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. The PWM Relationship Manager is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Proactively engages with assigned relationships to ensure top level service, and is responsible for retention and growth of assigned client relationships. Partners with PWM Product Specialists to provide counsel and expert advice in all areas of PWM (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. This role will be assigned to large revenue generating, complex multi-layered/multi-generational relationships, maintaining strong connectivity with external advisors. The Relationship Manager will need deep subject matter expertise and tenure in the role to effectively manage these relationships. Licensing and compliance
This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in rescission of offer or termination of employment. Basic Qualifications
Bachelor\'s degree, or equivalent experience Eight or more years of related experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience
Established network with strong relationship management, networking, and business development skills Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services Ability to partner with colleagues to identify and service unique client needs Ability to facilitate large-scale, multi-generational family meetings and interact with multi-family offices and other client advisors Experience profiling clients and formulating customized strategies to address their needs Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists Effective communication skills and ability to simplify complex concepts for audiences with different levels of sophistication Professional designation such as MBA, JD, CFP, CFA, or CPA is preferred 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. 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. The salary range reflects figures based on the primary location; actual range may differ by location. Pay Range: $133,365.00 - $156,900.00. U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (subject to eligibility requirements). Posting may be closed earlier due to high volume of applicants.
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PWM Relationship Manager
role at
U.S. Bank . U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. The PWM Relationship Manager is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Proactively engages with assigned relationships to ensure top level service, and is responsible for retention and growth of assigned client relationships. Partners with PWM Product Specialists to provide counsel and expert advice in all areas of PWM (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. This role will be assigned to large revenue generating, complex multi-layered/multi-generational relationships, maintaining strong connectivity with external advisors. The Relationship Manager will need deep subject matter expertise and tenure in the role to effectively manage these relationships. Licensing and compliance
This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, including a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in rescission of offer or termination of employment. Basic Qualifications
Bachelor\'s degree, or equivalent experience Eight or more years of related experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience
Established network with strong relationship management, networking, and business development skills Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services Ability to partner with colleagues to identify and service unique client needs Ability to facilitate large-scale, multi-generational family meetings and interact with multi-family offices and other client advisors Experience profiling clients and formulating customized strategies to address their needs Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists Effective communication skills and ability to simplify complex concepts for audiences with different levels of sophistication Professional designation such as MBA, JD, CFP, CFA, or CPA is preferred 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. 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. The salary range reflects figures based on the primary location; actual range may differ by location. Pay Range: $133,365.00 - $156,900.00. U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution and pension (subject to eligibility requirements). Posting may be closed earlier due to high volume of applicants.
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