Resume and JobRESUME AND JOB
U.S. Bank logo

Affluent Wealth Management West Region Development Manager

U.S. Bank

Affluent Wealth Management West Region Development Manager

full-timePosted: Jan 17, 2026

Job Description

 

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

Responsible for contributing to the growth of the overall Affluent Wealth Management Strategy by working directly with Market Leaders, Wealth Management Teams and Financial Advisors to increase productivity/revenue by building necessary competencies in the areas of practice management, advisory based programs, financial planning, insurance strategies, small business products and other key strategic drivers. Educates and coaches the teams on the advisory process, prospecting, financial planning (construction and delivery) and best practices. Creates and identifies sales opportunities including contributing and providing subject matter expertise for client events and presentations. Works closely with bank partners including market leaders to develop business, support introductions and educate partners on benefits of the Wealth Management Strategy. Leverages internal and external partners and product providers to deliver value-added content and product training. Significant travel required.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five to seven years or more of job related experience
- FINRA 7, 65/66 and insurance licenses
Preferred Skills/Experience
- Thorough knowledge of comprehensive financial planning, concepts and appropriate strategies to implement recommendations
- Comprehensive understanding of Wealth Management best practices
- Strong leadership and interpersonal skills, with a proven ability to influence and persuade others
- 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’s products and services

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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. Learn more about the E-Verify program.

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: $119,765.00 - $140,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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.

Locations

  • Portland, OR, United States

Salary

119,765 - 140,900 USD / yearly

Estimated Salary Rangemedium confidence

119,765 - 140,900 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • financial planning and advisoryintermediate
  • practice managementintermediate
  • prospectingintermediate
  • leadership and interpersonal skillsintermediate
  • presentation and communication skillsintermediate
  • analytical and project management skillsintermediate

Required Qualifications

  • Bachelor's degree or equivalent (experience)
  • 5-7 years of job related experience (experience)
  • FINRA 7, 65/66 and insurance licenses (experience)

Responsibilities

  • Work with Market Leaders and Wealth Management Teams
  • Educate and coach on advisory process and financial planning
  • Create sales opportunities and provide expertise for events
  • Develop business with bank partners
  • Leverage partners for product training

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (2-5 weeks)
  • general: Up to 11 paid holidays
  • general: Adoption assistance
  • general: Sick and Safe Leave

Target Your Resume for "Affluent Wealth Management West Region Development Manager" , U.S. Bank

Get personalized recommendations to optimize your resume specifically for Affluent Wealth Management West Region Development Manager. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Affluent Wealth Management West Region Development Manager" , U.S. Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Answer 10 quick questions to check your fit for Affluent Wealth Management West Region Development Manager @ U.S. Bank.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.

U.S. Bank logo

Affluent Wealth Management West Region Development Manager

U.S. Bank

Affluent Wealth Management West Region Development Manager

full-timePosted: Jan 17, 2026

Job Description

 

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

Responsible for contributing to the growth of the overall Affluent Wealth Management Strategy by working directly with Market Leaders, Wealth Management Teams and Financial Advisors to increase productivity/revenue by building necessary competencies in the areas of practice management, advisory based programs, financial planning, insurance strategies, small business products and other key strategic drivers. Educates and coaches the teams on the advisory process, prospecting, financial planning (construction and delivery) and best practices. Creates and identifies sales opportunities including contributing and providing subject matter expertise for client events and presentations. Works closely with bank partners including market leaders to develop business, support introductions and educate partners on benefits of the Wealth Management Strategy. Leverages internal and external partners and product providers to deliver value-added content and product training. Significant travel required.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five to seven years or more of job related experience
- FINRA 7, 65/66 and insurance licenses
Preferred Skills/Experience
- Thorough knowledge of comprehensive financial planning, concepts and appropriate strategies to implement recommendations
- Comprehensive understanding of Wealth Management best practices
- Strong leadership and interpersonal skills, with a proven ability to influence and persuade others
- 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’s products and services

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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. Learn more about the E-Verify program.

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: $119,765.00 - $140,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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.

Locations

  • Portland, OR, United States

Salary

119,765 - 140,900 USD / yearly

Estimated Salary Rangemedium confidence

119,765 - 140,900 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • financial planning and advisoryintermediate
  • practice managementintermediate
  • prospectingintermediate
  • leadership and interpersonal skillsintermediate
  • presentation and communication skillsintermediate
  • analytical and project management skillsintermediate

Required Qualifications

  • Bachelor's degree or equivalent (experience)
  • 5-7 years of job related experience (experience)
  • FINRA 7, 65/66 and insurance licenses (experience)

Responsibilities

  • Work with Market Leaders and Wealth Management Teams
  • Educate and coach on advisory process and financial planning
  • Create sales opportunities and provide expertise for events
  • Develop business with bank partners
  • Leverage partners for product training

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (2-5 weeks)
  • general: Up to 11 paid holidays
  • general: Adoption assistance
  • general: Sick and Safe Leave

Target Your Resume for "Affluent Wealth Management West Region Development Manager" , U.S. Bank

Get personalized recommendations to optimize your resume specifically for Affluent Wealth Management West Region Development Manager. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Affluent Wealth Management West Region Development Manager" , U.S. Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Answer 10 quick questions to check your fit for Affluent Wealth Management West Region Development Manager @ U.S. Bank.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.