Managed Account Consultant

U.S. Bank

. Partner with Financial Advisors and advisor teams to enable adoption of managed account and advisory solutions through consultative guidance, education, and execution support.

Posted 5/19/2026full-timeMinneapolis • California, Illinois, Minnesota • 🇺🇸 United StatesSeniorLead💰 $133,365 - $156,900 per yearWebsite

About the role

Key responsibilities & impact

Partner with Financial Advisors and advisor teams to enable adoption of managed account and advisory solutions through consultative guidance, education, and execution support.
Provide virtual advisory consulting to help advisors identify appropriate clients, frame planning‑led conversations, and execute compliant, operationally sound transitions to fee‑based relationships.
Reinforce and promote repeatable client engagement processes that enhance practice efficiency, consistency, and scalability.
Support advisors in improving practice management workflows, including client segmentation and effective use of firm platforms and tools related to the advisory business.
Develop and deliver virtual training sessions, workshops, and educational content to build advisor proficiency and support advisory capability adoption.
Collaborate cross‑functionally with Product, Operations, Supervision, Compliance, and Sales Leadership to resolve issues, reduce operational friction, and ensure timely execution of advisory opportunities.
Monitor and manage advisor requests and open items, proactively identifying risks or delays and providing structured insights to inform platform enhancements and process improvements.
Support initiatives and projects designed to enhance the advisory support model, improve the advisor experience, and drive long‑term business scalability.

Requirements

What you’ll need

Bachelor’s degree in business, finance, or related field preferred; equivalent professional experience considered
Eight or more years of experience in financial services, wealth management, advisory support, advisor enablement
FINRA 7, 65 or 66 licenses
Working knowledge of advisory business models, planning-led advice, and managed account platforms
Familiarity with operating in a regulated environment and navigating compliance, supervision, and operational considerations
Strong attention to detail, organizational skills, and the ability to manage high‑volume work accurately
Effective written and verbal communication skills with the ability to coordinate across teams.

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial serviceswealth managementadvisory supportadvisor enablementadvisory business modelsplanning-led advicemanaged account platforms

Soft Skills

attention to detailorganizational skillseffective communicationcross-functional collaboration

Certifications

FINRA 7FINRA 65FINRA 66