U.S. Bank · 2 hours ago
Private Wealth Advisor Managing Director
Seven Hills, OH
Full-time
Onsite
Senior Level, Lead/Staff
$164K/yr - $193K/yr
10+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. The Private Wealth Advisor Managing Director is responsible for managing high net worth client relationships and leading a team to meet client needs.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Responsible for retention and growth of high net worth client relationships
Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management
Qualification
Required
Bachelor's degree, or equivalent work experience
Ten or more years of banking experience with High and Ultra High Net Worth clients
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Preferred
Extensive knowledge of U.S. Bancorp Banking, Trust and Investment products and services
Excellent relationship management, networking and business development skills
Ability to partner with colleagues to identify and service unique clients needs
Well-developed analytical and problem-solving skills
Excellent writing, speaking, and presentation skills
Ability to make critical decisions independently
Professional designation preferred, such as CFP or CFA
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
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