Change Management Team Manager leading change practitioners in Claims initiatives. Requires 2 - 3 years in OCM and claims management; based in Costa Mesa, CA or Coppell, TX.
About the role
- Development Manager enhancing Affluent Wealth Management Strategy at U.S. Bank. Collaborating with market leaders and wealth teams to drive productivity and revenue growth.
Responsibilities
- Responsible for contributing to the growth of the overall Affluent Wealth Management Strategy by working directly with Market Leaders, Wealth Management Teams and Financial Advisors to increase productivity/revenue by building necessary competencies in the areas of practice management, advisory based programs, financial planning, insurance strategies, small business products and other key strategic drivers.
- Educates and coaches the teams on the advisory process, prospecting, financial planning (construction and delivery) and best practices.
- Creates and identifies sales opportunities including contributing and providing subject matter expertise for client events and presentations.
- Works closely with bank partners including market leaders to develop business, support introductions and educate partners on benefits of the Wealth Management Strategy.
- Leverages internal and external partners and product providers to deliver value-added content and product training.
- Significant travel required.
Requirements
- Bachelor's degree, or equivalent work experience
- Five to seven years or more of job related experience
- FINRA 7, 65/66 and insurance licenses
- Thorough knowledge of comprehensive financial planning, concepts and appropriate strategies to implement recommendations
- Comprehensive understanding of Wealth Management best practices
- 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
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