Wealth Management Solutions Manager
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.
This role has multiple levels, open to candidates with 6+ years of work experience. The successful candidate will be hired for the level of the position that aligns with their experience. We are looking to fill Wealth Management Solutions Managers and Architect.
As part of the Wealth Management (WM) Administrative Office team you will have the opportunity to lead work with a direct impact to the business. In this role you will be asked to drive prioritized WM initiatives, including identifying and framing the business opportunity, defining the scope of work and applicable workstream(s), and supporting the business through the initial implementation of final recommendations. Reports directly to the WM Chief Administrative Officer/Strategic Initiatives Leader.
Essential Functions
- Develop strong working relationships with WM leaders and business partners across the enterprise to enable successful project execution
- Perform research and analysis on existing or new product/service opportunities, cost saving opportunities, process improvements
- Provide analytical and project support to assigned WM business line or team
- Identify, analyze and interpret trends or patterns in complex data to provide answers to business questions and provide recommendations for action
- Partner with the business to develop recommendations and implement solutions based on identified opportunities, process improvement
- Monitor and evaluate progress of new and/or revised products/services and processes
Basic Qualifications
- Bachelor’s degree plus 6-8 years work experience OR Master’s degree plus equivalent work experience
- Experience in either: Project Management, Management Consulting, Marketing, Data Analytics
- Demonstrated ability to work across groups using an influence-based model
- Courage to disagree; confidence to develop and defend strategic perspectives; maturity to accept alternative decisions
- Capable of motivating and managing teams to deliver desired results
Preferred Skills and Experience
- Knowledge of Wealth Management
- Strong leadership and project management skills
- Ability to interpret data and market trends, and translate complex information into actionable insights
- Track record of collaborating with business partners to drive measurable results
- Ability to communicate complex ideas clearly with a variety of stakeholders – verbally, visually and in writing
Location Expectations
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
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.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
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