• Regional Director of Strategic Advice & Planning

    US Bank (Chicago, IL)


    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

    The Regional Director of Strategic Advice & Planning is responsible for leading the Midwest Region’s Strategic Advice & Planning team. In this role, the successful candidate will be responsible for driving planning growth, thought leadership and coaching for the Midwest Region of U.S. Bank Private Wealth Management (PWM).

     

    The candidate builds strong internal partnerships with PWM Market Leaders and other Regional Planning Directors to grow planning activity. Improves and scales planning experience through coordinated delivery and processes. Fosters planner development through best practice sharing and learning opportunities. Manages centralized planning consultants’ team in providing direct support to advisors and clients.

     

    The position possesses deep and broad planning knowledge; understands the intricacies of Estate, Tax and Financial Planning; utilizes an entrepreneurial approach to managing the business; collaborative approach to partnering with PWM leaders and professionals; and always seeks creative solutions to problems and issues that arise.

    Basic Qualifications:

    + Intricate knowledge of tax, estate and financial planning acquired through 10+ years of experience working in the planning line of business

    + A minimum of 5-year experience managing WM teams

    + Proven knowledge of all facets of wealth management, including financial planning, investments, estate, and tax.

    Preferred Skills/Experience

    + Strong leadership skills and planning expertise

    + 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.

     

    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 (https://careers.usbank.com/global/en/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

     
     

    E-Verify

     
     

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00

     
     

    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.

     

    Posting may be closed earlier due to high volume of applicants.