PWM Relationship Manager

Private Wealth Management Relationship Manager

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

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) :

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.

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.