Wealth Servicing Operations Leader

Operations Manager Wealth Servicing

The Consumer, Business and Wealth Servicing (CBWS) contact center is a consolidated, enterprise-wide client servicing organization delivering multi-channel support across consumer, small business, partner card, and wealth segments.

CBWS is undergoing a significant transformation to deliver a differentiated, relationship-focused client experience. This includes transitioning from product-aligned servicing to a specialized model structured around five high-impact focus areas, enabling deeper expertise, improved client outcomes, and scalable service delivery.

To enable this transformation, CBWS is establishing an enterprise leadership structure with senior leaders accountable for driving strategic execution, operational excellence, and sustained performance across complex, multi-channel environments.

Role Summary The Operations Manager Wealth Servicing is responsible for leading operations that support high-touch, relationship-driven servicing for wealth clients, delivering a differentiated client experience alongside strong operational performance and risk discipline.

This role provides both strategic and day-to-day leadership across contact center and/or operational functions, ensuring service excellence, compliance, and scalability in a complex, multi-channel environment. The incumbent leads teams, optimizes processes, and partners across the enterprise to deliver consistent, end-to-end outcomes for affluent and wealth clients.

Aligned to the CBWS transformation, this role supports the shift toward specialized, relationship-based servicing models designed to improve client outcomes, retention, and service quality.

Key Responsibilities

• Lead wealth servicing operations across assigned teams, functions, or regions
• Deliver consistent service levels, quality outcomes, and client experience for wealth clients
• Manage workload, staffing, and operational execution to meet performance targets
• Ensure service continuity and operational effectiveness during periods of change or growth
• Lead high-touch, relationship-driven servicing environments, supporting complex and sensitive client needs
• Own customer satisfaction, issue resolution, and end-to-end case ownership
• Support life-event servicing, retention strategies, and service recovery for high-value clients
• Balance individualized client needs with operational efficiency and consistency
• Monitor and analyze performance across service, quality, productivity, and risk metrics
• Identify trends and drive improvements in processes, workflows, and servicing models
• Lead initiatives to enhance efficiency, reduce friction, and improve client outcomes
• Provide performance insights and recommendations to senior leadership
• Ensure adherence to all regulatory requirements, corporate policies, and risk frameworks
• Maintain strong controls and governance across wealth servicing processes
• Partner with Risk, Compliance, and Audit teams to manage issues and ensure remediation
• Manage budgets, forecasts, and capacity planning aligned to business demand
• Optimize cost-to-serve while preserving a premium client experience
• Align resources and workforce strategy to evolving wealth servicing needs
• Lead and develop a multi-layer organization supporting wealth servicing delivery
• Build a culture of accountability, coaching, and continuous development
• Establish clear performance expectations and leadership routines
• Drive engagement, retention, and succession planning
• Partner with wealth product, advisory, operations, and client relationship teams
• Support execution of servicing model changes, platform enhancements, and transformation initiatives
• Collaborate across functions to deliver seamless, end-to-end client journeys
• Leads a function or segment within wealth servicing with regional or enterprise impact
• Contributes to servicing model design and transformation initiatives
• Decisions impact client experience, retention, service quality, and risk outcomes
• May lead complex initiatives supporting wealth client experience and operational excellence

Qualifications

Required

• Experience in wealth servicing, private banking, or high-touch client operations
• Leadership experience in operations, servicing, or contact center environments
• Strong understanding of relationship-based servicing models and client experience expectations
• Experience managing performance, operational metrics, and process improvement
• Knowledge of regulatory, risk, and compliance requirements

Preferred

• Bachelor's degree or equivalent experience
• Experience supporting affluent, high-net-worth, or complex client segments
• Exposure to service-to-sales, client retention strategies, or life-event servicing models
• Experience with transformation initiatives or digital servicing models

Leadership Profile

• Operates as a business leader, not just an operations supervisor
• Balances premium client experience, operational discipline, and financial outcomes
• Demonstrates enterprise thinking and cross-functional influence
• Leads effectively through change, complexity, and high-touch client environments

Location expectations This role requires working from a U.S. Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.