Now Hiring - U.S. Bank - Financial Services PWM Relationship Manager in Minneapolis, MN

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 Description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. The Private Wealth Management (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 their assigned relationships to ensure top level service is delivered. 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. PWM Relationship Managers in this role will be assigned to large revenue generating, complex multi-layered/multi-generational relationships that will require maintaining strong connectivity with external advisors. Relationship Managers will need deep subject matter expertise, tenure in their role to effectively manage the type of relationships that will be in their assigned books of business.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your 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 clients 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

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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 operated by the U.S. Citizenship and Immigration Services.