U.S. Bank · 1 day ago
Region Development Manager - California
Walnut Creek, CA
Full-time
Hybrid
Mid, Senior Level
$118K/yr - $138K/yr
3+ years expU.S. Bank is on a mission to help customers make better financial decisions. The Regional Development Manager is responsible for advancing the Affluent Wealth Management Strategy by enhancing team capabilities and driving productivity and revenue through education and coaching.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Partner directly with Market Leaders, Wealth Management Teams, and Financial Advisors
Boost 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, foster introductions, and help partners understand and fully leverage the Wealth Management Strategy
Draw on internal and external partners and product providers to deliver high-value content and product training
Qualification
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
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
2026-01-16
2026-01-16
Company data provided by crunchbase