Wealth Management Expansion Manager

U.S. Bank

Affluent wealth manager expanding U.S. Bank’s wealth strategy through advisor coaching, financial planning, and strategic sales growth.

Posted 8/5/2026full-timeCincinnati • Arizona, Florida, Minnesota, Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $111,605 - $131,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Wealth Management strategies, financial planning, and practice management while effectively educating and coaching teams to enhance productivity and revenue. Possesses strong leadership, analytical, and communication skills to influence stakeholders and drive business growth.

Highest-signal resume keywords

FINRA 7 LicenseFINRA 65/66 LicenseInsurance LicensesComprehensive Financial PlanningWealth Management Best Practices

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial PlanningAdvisory-Based ProgramsProject ManagementSales Opportunity CreationAnalytical SkillsOrganizational SkillsPresentation SkillsCoachingPractice ManagementInsurance Strategies

Soft Skills

LeadershipInterpersonal SkillsCommunication SkillsInfluencing SkillsPersuasion Skills

Tools & Technologies

U.S. Bancorp Products and ServicesBanking Operations

Certifications & Qualifications

Bachelor's DegreeEquivalent Work Experience

Industry Keywords

Wealth Management StrategyFinancial AdvisorsMarket LeadersClient EventsCompetitive Markets

About the role

Key responsibilities & impact

Contribute to the growth of the overall Affluent Wealth Management Strategy
Work directly with Market Leaders, Wealth Management Teams, and Financial Advisors to increase productivity and revenue
Build competencies in practice management, advisory-based programs, financial planning, insurance strategies, small business products, and other strategic drivers
Educate and coach teams on the advisory process, prospecting, financial planning construction and delivery, and best practices
Create and identify sales opportunities
Contribute subject matter expertise for client events and presentations
Work with bank partners and market leaders to develop business and support introductions
Educate partners on the benefits of the Wealth Management Strategy
Leverage internal and external partners and product providers to deliver value-added content and product training
Travel significantly

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Five to seven years or more of job-related experience
FINRA 7 license
FINRA 65/66 license
Insurance licenses
Thorough knowledge of comprehensive financial planning concepts and strategies
Comprehensive understanding of Wealth Management best practices
Strong leadership and interpersonal skills with ability to influence and persuade
Strong analytical, creative, project management, organizational, and PC skills
Effective presentation, verbal, and written communication skills
Good organizational and project management skills
Thorough knowledge of geographical areas, competitive markets, banking operations, and U.S. Bancorp products and services
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies
Applicants must meet applicable employment eligibility verification requirements

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension