Business Owner Consultant - Wealth Management

• Engage with the Bank’s business owner clients of Wealth Management, Business Banking and Institutional Client Group
• Collaborate internally with business client Relationship Managers, Private Wealth Advisors, Ascent Client Advisors, and Market/Regional leaders to provide industry insights and guidance on business transitions, mergers and acquisitions
• Serve as a trusted advisor to drive growth and retention of client relationships, aligning Wealth with clients during business transitions and positioning it to secure asset management opportunities following liquidity events
• Deepen client relationships by leveraging knowledge of client circumstances and partnering with advisory team members to deliver holistic solutions
• Drive interconnectivity across business lines to increase revenue and wallet share from the business-owner clients, enhancing Wealth’s alignment during transitions and improving the likelihood of obtaining Assets Under Management engagements
• Serve as a subject matter expert in the area of business transitions, writing topical white papers, working with Marketing on internal/external presentation materials, and speaking to audiences either as a key speaker or panelist at various U.S. Bank sponsored events

• Bachelor's degree, or equivalent work experience
• Strong relationship management, networking, and business development skills
• Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
• A passion for problem-solving and acting as a strategic advisor
• Ability to make critical decisions independently and act as a business owner
• Professional designations such as CFA, CFP, CPA or FINRA licenses are preferred

Professional designations such as CFA, CFP, CPA or FINRA licenses are preferred

• 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