Region Development Manager - California jobs in United States
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U.S. Bank · 1 hour ago

Region Development Manager - California

positionWalnut Creek, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$118K/yr - $138K/yr
date3+ years exp

U.S. Bank is committed to helping customers make smarter financial decisions and supporting community growth. The Regional Development Manager plays a crucial role in enhancing the Affluent Wealth Management Strategy by collaborating with Market Leaders and Financial Advisors to boost productivity and revenue through education and coaching.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Partner directly with Market Leaders, Wealth Management Teams, and Financial Advisors to advance the Affluent Wealth Management Strategy
Focus on boosting productivity and revenue by strengthening team capabilities in practice management, advisory programs, financial planning, insurance strategies, small-business solutions, and other critical growth drivers
Provide education and hands-on coaching across the advisory process, including prospecting, building and delivering financial plans, and implementing best practices
Identify and create sales opportunities, offering subject-matter expertise to enhance client events and presentations
Support business development efforts in collaboration with bank partners and Market Leaders, fostering introductions and helping partners leverage the Wealth Management Strategy
Draw on internal and external partners and product providers to deliver high-value content and product training
Significant travel is required

Qualification

FINRA 7FINRA 65/66Insurance licensesFinancial planningWealth ManagementAnalytical skillsLeadership skillsInterpersonal skillsProject managementCommunication skills

Required

Bachelor's degree, or equivalent work experience
Three to five years or more of job related experience
FINRA 7, 65/66 and insurance licenses

Preferred

Thorough knowledge of comprehensive financial planning, concepts and appropriate strategies to implement recommendations
Comprehensive understanding of Wealth Management best practices
Excellent leadership and interpersonal skills, with a proven ability to influence and persuade others
Strong analytical, creative, project management, organizational, and PC skills
Effective presentation, verbal and written communication skills
Good organizational and project management skills
Thorough knowledge of geographical areas, competitive markets, banking operations and U.S. Bancorp's products and services

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

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Glassdoor3.6
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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

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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