Senior Business Analyst focusing on capturing requirements and improving processes at Fleet Alliance. Driving project delivery and ensuring stakeholder needs are met.
About the role
- Private Wealth Management Analyst role at U.S. Bank focused on high net worth client relationship management and technical investment skills development.
Responsibilities
- Have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments.
- Hone the technical aspects of a given specialty area and develop superior client facing skills needed to become a Portfolio Manager Partner.
- Responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities.
- Provide Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.
Requirements
- Bachelor's degree, or equivalent work experience
- Up to three years of related experience
- Good knowledge of departmental operations/policies and U.S. Bank products and services
- Effective interpersonal, verbal and written communication skills
- Strong client facing skills
- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Well-developed analytical skills
- Pursuit of professional credentials (CFP, CFA, etc.) a plus
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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