U.S. Bank

Managing Director – Wealth Planning

U.S. Bank

full-time

Posted on:

Location Type: Office

Location: Minneapolis • Illinois • Minnesota • United States

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Salary

💰 $170,255 - $200,300 per year

Job Level

Lead

About the role

  • Leading the Midwest Region’s Wealth Planning team
  • Developing and managing a standard planning process focused on efficiency and scalability
  • Driving growth via planning including the use of thought leadership
  • Coaching and training Wealth Planning Analysts and Wealth Planners for the Midwest Region of U.S. Bank Private Wealth Management (PWM)
  • Building strong internal partnerships with PWM colleagues and other leaders to grow planning activity
  • Improving and scaling planning experience through coordinated delivery and processes
  • Fostering planner development through best practice sharing and learning opportunities.

Requirements

  • Intricate knowledge of tax, estate and financial planning acquired through 10+ years of experience working in the planning line of business
  • Proven knowledge of all facets of wealth management, including financial planning, investments, custom credit, and estate & tax planning.
  • Strong knowledge of planning procedures, operational workflows, and systems
  • Effective communication skills together with the ability to collaborate to solve complex issues
  • Professional designations are strongly desired and may include, but are not limited to: JD, CPA, CTFA, and/or CFP.
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningestate planningtax planningwealth managementinvestmentscustom creditplanning proceduresoperational workflows
Soft skills
coachingtrainingeffective communicationcollaborationproblem-solving
Certifications
JDCPACTFACFP