Relationship management with rias and broker-dealers
Business-to-business sales experience
Wealth Banking Services (WBS) was formed within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians via third party financial intermediaries
Job Summary
Wealth Banking Services (WBS) was formed within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians via third party financial intermediaries.
The WBS Relationship Manager supports strategic wholesale partnerships by developing, managing, expanding, and retaining relationships with third party RIA and Broker/Dealer firms, their advisors, and end-clients.
U.S. Bank offers a comprehensive benefits package designed to help employees and their families boost health, protect financial security, and provide peace of mind.
Matching Summary
Wealth Banking Services (WBS) was formed within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians via third party financial intermediaries.
Salary
Base: $148,495.00 - $174,700.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including healthcare, retirement plans, paid leave, and adoption assistance
Skills & Requirements
Must-have
Securities-based lending expertise
Relationship management with RIAs and Broker-Dealers
Business-to-business sales experience
Travel availability
Private banking product knowledge
Nice-to-have
Strong interpersonal and presentation skills
Self-motivation and independent work
Business acumen and professionalism
Consistent travel schedule
Excellent verbal and written communication
Key Requirements
National Mortgage Licensing System (NMLS) registration
Bachelor's degree or equivalent experience
Minimum 8 years sales or relationship management experience
Minimum 8 years private banking or relevant credit experience
Ability to pass criminal background and credit check