Wealth Management Project Administrator

U.S. Bank; Los Angeles (CA); Hybrid; USD 76,000 - 89,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Parental leave

Job summary

U.S. Bank is seeking a Project Administrator in California to partner with the Region Executive and wealth management leaders. You will provide insights, drive strategic initiatives, and deliver operational support to improve performance and organizational effectiveness.

You will lead cross-functional projects, develop executive communications, and help implement efficiency improvements. This role requires strong collaboration, data skills, and the ability to manage multiple priorities in a

Qualifications

• Bachelor’s degree or equivalent work experience.
• Typically three to five years of related experience.

Responsibilities

• Lead cross-functional projects from initiation through implementation, ensuring milestones and timelines are met.
• Develop executive-level reporting and presentations summarizing project progress, risks, and actions.
• Identify process improvements with leaders and implement solutions to increase efficiency and enhance experience for clients and employees.
• Facilitate project meetings, document action items, and track accountability.
• Analyze business performance data and KPIs to support strategic decisions.
• Support organizational change initiatives through communication planning and stakeholder engagement.
• Create and maintain project plans, dashboards, and governance materials.

Skills

Project management

Cross-functional collaboration

Data analysis

Stakeholder engagement

Communication skills

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Excel

PowerPoint

Microsoft Teams

Data visualization tools

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Project Administrator role serves as a trusted partner to our California Region Executive and other business line leaders within Affluent Wealth Management by providing insights, project leadership, and operational support that drive strategic initiatives, improve business performance, and enhance organizational effectiveness.

Key Responsibilities

• Lead and coordinate cross-functional projects from initiation through implementation, ensuring milestones, deliverables, and timelines are achieved.
• Develop executive-level reporting and presentations that summarize project progress, risks, opportunities, and recommended actions.
• Partner with business leaders to identify process improvement opportunities and implement solutions that increase efficiency and enhance the client and employee experience.
• Facilitate project meetings, document action items, and track accountability to ensure successful execution.
• Analyze business performance data, trends, and key performance indicators (KPIs) to support strategic decision-making.
• Support organizational change initiatives through communication planning, stakeholder engagement, and adoption monitoring.
• Create and maintain project plans, dashboards, process documentation, and governance materials.
• Manage multiple priorities simultaneously while working independently in a fast-paced environment.
• Identify project risks, dependencies, and potential barriers, providing recommendations for mitigation.
• Collaborate with technology, operations, risk, compliance, and business line partners to implement business initiatives and process enhancements.
• Support workforce planning, organizational effectiveness, and business transformation efforts as assigned.
• Conduct benchmarking and industry research to identify best practices and emerging trends.

Basic Qualifications

• Bachelor’s degree, or equivalent work experience
• Typically three to five years of related experience

Preferred Skills & Experience

• Strong project management and execution skills with the ability to influence outcomes across multiple teams.
• Advanced proficiency in Microsoft Excel, PowerPoint, Teams, and data visualization/reporting tools.
• Experience creating executive communications, presentations, and business performance reporting.
• Demonstrated ability to synthesize complex information into actionable recommendations.
• Strong relationship management and stakeholder engagement capabilities.
• Experience supporting strategic initiatives, process improvement, change management, or organizational transformation efforts.
• Excellent written and verbal communication skills, including presenting to leadership audiences.
• Ability to work independently with limited direction while managing competing priorities.

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:

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.

• 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

Review our full benefits available by employment status here.

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.

E-Verify

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: $75,905.00 - $89,300.00

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.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.