Operations Manager - USBI Operations

US Bancorp Investments Wealth Management Operations Manager 2

Take your skills to the next level

As a US Bancorp Investments Wealth Management Operations Manager 2 you will be managing and coordinating operational activities within US Bancorp Investments Wealth Management. Manages and coordinates roles, responsibilities, and activities for USBI Account Services / New Accounts team for new account opening and account maintenance tasks amongst other responsibilities. Accomplishes results through the effective management of staff that may range from lower level non-exempt through exempt level professionals. Maintains departmental procedures and adherence to USBI and regulatory policies (FINRA / SEC).

Acts as liaison and primary point of contact for USBI front office sales leaders and Financial Advisors. Ensures quality service and effective operations support for team members and USBI investment sales staff by responding to and resolving issues and questions related to account opening and account maintenance escalations. Proactively identifies opportunities for system enhancements and efficiency gains by working directly with USBI Operations teams and USBI front office personal.

Schedule : Monday - Friday 8am-5pm CST

Location : 3 days at West Side Flats Saint Paul; 2 days remote

Basic Qualifications

Bachelor's degree, or equivalent work experience

Three to five years of operations-related experience

Preferred Skills / Experience

Thorough knowledge of operation functions, systems, policies and procedures for Wealth Management broker / dealers

Strong organizational, managerial and project management skills

Well-developed customer relations skills

Excellent interpersonal, verbal and written communication skills

Ability to manage multiple tasks / projects and deadlines simultaneously

Thorough knowledge of brokerage operations and human resources

FINRA Licensed (Must : Series 7, Optional : Series 99), or ability and willingness to acquire within 6 months

The role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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. Our benefits include the following (some may vary based on role, location or hours) :

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

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.

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 : $71,400.00 - $84,000.00

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.