PWM Relationship Managercategorysales & Relationship Managementjob Id2025 - 0021614locationminneapolis, MN, United Statesposting Start Date09/04/2025anticipated Posting End Date09/19/2025job Typefull Time

PWM Relationship Manager

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.

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. The PWM Relationship Manager is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Proactively engages with their assigned relationships to ensure top level service is delivered. Responsible for retention and growth of assigned client relationships. Partners with PWM Product Specialists to provide counsel and expert advice in all areas of PWM (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. PWM Relationship Managers in this role will be assigned to large revenue generating, complex multi-layered/multi-generational relationships that will require maintaining strong connectivity with external advisors. Relationship Managers will need deep subject matter expertise, tenure in their role to effectively manage the type of relationships that will be in their assigned books of business.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

• Bachelor's degree, or equivalent experience
• Eight or more years of related experience interacting with High and Ultra High Net Worth clients

Preferred Skills/Experience

• Established network with strong relationship management, networking, and business development skills
• Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
• Ability to partner with colleagues to identify and service unique clients needs
• Ability to facilitate large scale, multi-generational family meetings and interact with multi-family offices and other client advisors
• Experience profiling clients and formulating customized strategies to address their needs
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
• Effective communication skills and ability to simplify complex concepts for audiences with different levels of sophistication
• Professional designation such as MBA, JD, CFP, CFA, or CPA is preferred