U.S. Bank · 2 days ago
PWM Market Leader
New York, NY
Full-time
Onsite
Director/Executive
$215K/yr - $253K/yr
15+ years expU.S. Bank is committed to helping clients achieve their financial goals with confidence and clarity. The Private Wealth Management Market Leader will lead a high-performing team of Advisors, driving growth and fostering a culture of integrity and customer obsession.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Drive Market Growth and Profitability: Sustain annual growth and profitability by leading strategic business development initiatives and client acquisition programs
Lead with Purpose: Inspire and coach Advisors to deliver exceptional client experiences, ensuring U.S. Bank is central to our clients’ financial lives
Execute Strategy: Implement staffing programs and lead local recruiting efforts in alignment with Regional Executive directives
Collaborate Across the Enterprise: Partner closely with the local Bank Market President and other business units to deepen client relationships and expand wallet share
Champion Customer Obsession: Lead execution of Private Wealth strategies for acquisition and retention, integrating enterprise-wide initiatives into the local market
Foster Teamwork and Talent Development: Build strong partnerships across U.S. Bank, drive collaboration within the team, and identify talent needs and opportunities
Ensure Risk and Compliance Excellence: Maintain a culture of integrity and compliance with regulatory requirements, U.S. Bank Code of Ethics, and all risk management standards
Model Ethical Leadership: Actively participate in required training and uphold responsibilities related to Anti-Money Laundering, Bank Secrecy Act, and information security
Qualification
Required
15+ years in financial services, including 8+ years in leadership roles
BA/MBA in finance, accounting, or related field
Proven success as a sales leader with strong relationship management expertise
Deep knowledge of Wealth Management and industry trends
Exceptional communication, analytical, and decision-making skills
Ability to influence, collaborate, and lead with integrity
Strong interpersonal skills with tact and diplomacy
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
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey 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
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase