Managing Director of Wealth Planning jobs in United States
cer-icon
Apply on Employer Site
company-logo

U.S. Bank · 2 days ago

Managing Director of Wealth Planning

positionMilwaukee, WI
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$170K/yr - $200K/yr
date10+ years exp

U.S. Bank is on a mission to help customers and businesses make better financial decisions while supporting community growth. The Managing Director of Wealth Planning will lead the Midwest Region’s Wealth Planning team, focusing on developing efficient planning processes, driving growth, and coaching Wealth Planning Analysts and Planners.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Leading the Midwest Region’s Wealth Planning team
Developing and managing a standard planning process focused on efficiency and scalability
Driving growth via planning including the use of thought leadership
Coaching and training Wealth Planning Analysts and Wealth Planners for the Midwest Region of U.S. Bank Private Wealth Management (PWM)
Building strong internal partnerships with PWM colleagues and other leaders to grow planning activity
Improving and scaling planning experience through coordinated delivery and processes
Fostering planner development through best practice sharing and learning opportunities

Qualification

Tax planningEstate planningFinancial planningWealth managementOperational workflowsProfessional designationsEffective communicationCollaboration

Required

Intricate knowledge of tax, estate and financial planning acquired through 10+ years of experience working in the planning line of business
Proven knowledge of all facets of wealth management, including financial planning, investments, custom credit, and estate & tax planning

Preferred

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

Benefits

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

Company

U.S. Bank

twittertwittertwitter
Glassdoor3.6
company-logo
At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

leader-logo
John C Stern
CFO
linkedin
leader-logo
Daniel Crozier
Senior Vice President Operations
linkedin

Recent News

Business Wire
Adapture Renewables Closes $233 Million in Financing from U.S. Bank for Titanium Solar Projects in Illinois and Arkansas
2026-01-07
Business Wire
CPV Begins Operations at Maryland’s Largest Solar Project
2025-12-24
MarketScreener
Grindr Amends, Extends, and Upsizes Credit Facility to $600 Million
2025-12-17
Company data provided by crunchbase