Wealth Strategy Lead for Ultra-High Net Worth

U.S. Bank; San Diego (CA); On-site; USD 139,000 - 164,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Job summary

U.S. Bank seeks a PWM Wealth Strategist to work with Private Wealth Advisors and deepen relationships with clients over $10MM in net worth.

The role focuses on estate and income tax planning, fiduciary advice, and wealth transfer strategies within Private Wealth Management. You will leverage a broad suite of wealth products and collaborate with the distribution team to grow the PWM business in the assigned market.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically 10 or more years of wealth management experience with high/ultra-high net worth clients.
• Strong knowledge of fiduciary, tax or estate planning products and strategies.
• Experience drafting or reviewing estate or business documents.

Responsibilities

• Develop and bring new client relationships generally above $10MM into Private Wealth Management.
• Collaborate with Private Wealth Advisors and wealth management specialists to deepen client relationships.
• Serve as a subject matter expert in estate and tax planning, fiduciary guidance, and wealth transfer strategies.

Skills

Attention to detail

Verbal and written communication

Microsoft Office proficiency

Fiduciary, tax or estate planning know

Sales and business development

Education

Bachelor's degree or equivalent

Job description

U.S. Bank seeks a PWM Wealth Strategist to work with Private Wealth Advisors and deepen relationships with clients over $10MM in net worth.

The role focuses on estate and income tax planning, fiduciary advice, and wealth transfer strategies within Private Wealth Management. You will leverage a broad suite of wealth products and collaborate with the distribution team to grow the PWM business in the assigned market.