Oregon Market Leader - USBA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 158,310 - 193,490 annuallyFunction: Administration & Executive AssistanceExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Strategic management","Analytical skills","Communication","Problem-solving"]

Lead the investment sales efforts for the assigned Oregon market, directing the sale of investment services through U.S. Bancorp Investments. Set and achieve revenue and expense budgets, recruit and hire Financial Advisors, and ensure day-to-day relationships across bank divisions. Drive compliance with state and federal securities laws and company policies while maintaining strong performance against market objectives.

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U.S. Bancorp
U.S. Bancorp
1 day ago

Oregon Market Leader - USBA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Lead the investment sales efforts for the assigned Oregon market, directing the sale of investment services through U.S. Bancorp Investments. Set and achieve revenue and expense budgets, recruit and hire Financial Advisors, and ensure day-to-day relationships across bank divisions. Drive compliance with state and federal securities laws and company policies while maintaining strong performance against market objectives.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Direct the assigned market’s investment sales efforts through U.S. Bancorp Investments.
  • •Set and achieve revenue and expense budgets for the assigned market.
  • •Recruit and hire Financial Advisors to meet market objectives.
  • •Ensure compliance with state and federal securities laws and established U.S. Bancorp Investment policies and procedures.
  • •Maintain a successful relationship between U.S. Bancorp Investments and other bank divisions.

Pay and Benefits

Salary: USD 158,310 - 193,490 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeaveParental LeaveAdoption Assistance

Key Requirements

  • •Bachelor’s degree, or equivalent work experience.
  • •10 or more years of investment experience.
  • •Eight or more years of management experience.
  • •NASD Series 7, 24, 63 and 65/66, 53 or 9&10.
Experience:10+ yearsInvestmentsSecurities industry
Education:Bachelor's
Skills:LeadershipStrategic managementAnalytical skillsCommunicationProblem-solving
Certifications: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
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