Regional Director of Wealth Planning
: Job Details :

The Regional Director of Strategic Advice & Planning is responsible for leading the Midwest Regions Strategic Advice & Planning team. In this role, the successful candidate will be responsible for driving planning growth, thought leadership and coaching for the Midwest Region of U.S. Bank Private Wealth Management (PWM). The candidate builds strong internal partnerships with PWM Market Leaders and other Regional Planning Directors to grow planning activity. Improves and scales planning experience through coordinated delivery and processes. Fosters planner development through best practice sharing and learning opportunities. Manages centralized planning consultants team in providing direct support to advisors and clients. The position possesses deep and broad planning knowledge; understands the intricacies of Estate, Tax and Financial Planning; utilizes an entrepreneurial approach to managing the business; collaborative approach to partnering with PWM leaders and professionals; and al...Director, Wealth, Financial Planning, Planning, Regional, Banking, Business Services