Associate Wealth Market Leader

U.S. Bancorp
Milwaukee, Chicago
Workplace: OnsiteFull timeUSD 118,170 - 144,430 annuallyFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Leadership","Interpersonal skills","Organizational skills","Analytical skills","Decision-making"]

Lead investment sales efforts for an assigned market by directing sales activities and overseeing compliance/administrative duties for investment services. Own and drive revenue/expense budget goals while recruiting and hiring Financial Advisors to meet market objectives. Ensure adherence to state and federal securities laws and U.S. Bancorp Investment policies, and maintain strong relationships between U.S. Bancorp Investments and other bank divisions.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Associate Wealth Market Leader

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Lead investment sales efforts for an assigned market by directing sales activities and overseeing compliance/administrative duties for investment services. Own and drive revenue/expense budget goals while recruiting and hiring Financial Advisors to meet market objectives. Ensure adherence to state and federal securities laws and U.S. Bancorp Investment policies, and maintain strong relationships between U.S. Bancorp Investments and other bank divisions.
Location: Milwaukee, Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Direct assigned market’s sales efforts for investment services through U.S. Bancorp Investments.
  • •Oversee compliance and administrative duties regarding the sale of investment services.
  • •Set and achieve revenue and expense budget goals for the assigned market.
  • •Recruit and hire Financial Advisors to meet market objectives.
  • •Ensure compliance with state and federal securities laws and maintain relationships with other bank divisions.

Pay and Benefits

Salary: USD 118,170 - 144,430 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Five or more years of investment experience.
  • •Two or more years of management experience.
  • •Hold NASD Series 7, 24, 63 and 65/66, 53 or 9&10.
  • •Thorough knowledge of the securities industry.
Experience:5+ yearsInvestmentsSecurities industryFinancial services
Education:Bachelor's
Skills:LeadershipInterpersonal skillsOrganizational skillsAnalytical skillsDecision-making
Licenses:NASD Series 7NASD Series 24NASD Series 63NASD Series 65NASD Series 66NASD Series 53NASD Series 9&10

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor