Manages and supports Registered Wealth Associates who are supporting Wealth Advisors in Illinois and Iowa. Directly and through staff, manages and coordinates the operational activities for assigned functional area(s)/region(s). Ensures quality service and effective operations support for all assigned internal and external customers. Leads high performance teams of both entry level and skilled professionals by setting goals, providing ongoing feedback, measuring progress while recognizing success and building accountability with employees. Oversees adherence to corporate policies and procedures and ensures compliance with applicable laws and regulations within area of responsibility. Participates in the review and improvement of operational systems and procedures relevant to assigned units.
Bachelor's degree, or equivalent work experience. Typically eight or more years of relevant experience.
Thorough knowledge of operational functions, systems, procedures, various products and/or services supported by the assigned area(s). Understanding of applicable Federal and State laws and regulations. Thorough knowledge of applicable products, programs, financial analysis and related documentation as applicable. Good organizational, managerial and project management skills. Well-developed customer relations skills. Excellent interpersonal and verbal and written communication skills. Excellent supervisory and management skills. Ability to manage multiple tasks. Position requires industry licenses 24, 7, 63, 65 and Insurance Life and Health.
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
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.
Region Operations Leader • Chicago, IL, United States
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