At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Responsible for overseeing Client Service Delivery. Works closely with the entire front office team to ensure project management and operations coordination. Sustains profitability and growth of unit(s). Provides strategic direction and leadership to pursue objectives. Ensures responsive and proactive customer service. Creates and maintains cost-effective programs for unit(s). Reports directly to the Regional Managing Director. Oversight of client families, households and/or related entities; having front-line responsibility for the quality and delivery of services. Responsible for providing client advisement in investments, reporting, philanthropy, tax or banking matters. Position will oversee implementation and delivery of the written strategic relationship plan.

ESSENTIAL FUNCTIONS:

1. Provide advisory services pertaining to the execution of strategies, plans; and ideas that will benefit the client by providing an enriched and integrated client experience.
2. Determine numerous client centric variables such as frequency and style of communications and meetings, operational aspects surrounding their accounts, number of accounts required, and type of asset and liability holdings.
3. Must understand client needs and priorities and formulate a plan to engage client with the team professionals in disciplines of investments, reporting, philanthropy, tax or banking.
4. Customize the client experience to unique set of client circumstances to ensure overall relationship is seamless, stress-less, accurate, and of the highest quality.
5. Engage client in order to determine best course of action for onboarding process and coordinate activities and communications among all stakeholders and internal groups to ensure a smooth and satisfying process.
6. Identify and assemble client expectations. (how the client likes to work, form of communication, types of meetings, frequency of meetings, how to involve other advisors, should the kids or other family members be involved)
7. Review client goals, determining best practices that exceed client expectations.
8. Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and Suspicious Activity Reporting requirements, policies and procedures. Actively participate in any required corporate and business line training in these areas. Confirm account-opening procedures, understand, and follow internal suspicious activity referral requirements and processes, as required for this position. Actively works with internal and external customers to understand each customer's normal account activity, as appropriate for this position.

Qualifications

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Ten or more years of wealth management experience in areas such as client service, operations, project management, or product delivery and support

Preferred Skills/Experience
- Thorough knowledge of Wealth Management products and services
- Well-developed analytical and problem-solving skills
- Ability to partner with clients to identify and service unique customer needs
- Ability to work and make critical decisions independently
- Excellent presentation, verbal and written communication skills

Primary Location

CA-CA-La Jolla