Managing Director jobs in United States, Minnesota, Minneapolis

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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 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 .

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, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As a Market Executive in Emerging Middle Market Banking you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies. In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities. Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required Qualifications, Capabilities and Skills

• Minimum of ten years account relationship management experience with a focus on business relationships
• Understanding of Commercial Banking products and services with knowledge of the region with the ability to mobilize internal networks and resources
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
• Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
• Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
• Capable of managing multiple work streams and projects simultaneously, ensuring all tasks are completed on time and to the highest standard

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Strong technology experience; digital background preferred
• Excellent organizational, influencing and interpersonal skills
• Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done

Essential Functions:

• Responsible for retention, development and growth of book of business

• Provide and/or coordinate advice and counsel to clients and prospects in the areas of private banking, personal trust and investments.

• Ensure the fiduciary and client advisory functions are performed at an exceptional level while maintaining proper risk management and client satisfaction

• Proactively identify potential business opportunities and/or high-risk situations

• Responsible for providing assistance and support across all wealth management functions (investment, trust and banking) and all front office duties to ensure the Ascent client experience is consistently meeting the standards set forth by leadership.

Minimum Requirements:

• At least 10-12 years of UHNW family client leadership/advisory with consultative focus.

• Extensive UHNW client and COI network in the market they are leading

• Prefer advanced expertise that is directly relevant to UHNW clients (JD, LLM, CPA, MBA, CFA, CAIA, etc.), or a track record of working with these types of professional resources.

• Wealth management experience in the areas of investments, banking, fiduciary services and/or finance.

• Currently reside in the local area or have significant relevant experience and relationships in the region

• Industry leading business development and networking acumen

• Public speaking ability and experience

Preferred Skills/Experience

• Well-developed leadership abilities and strategic management skills

• Thorough knowledge of division and relation to industry

• Strong verbal and written communication skills

• Well-developed analytical, decision-making and problem-solving skills

• Considerable tact, diplomacy and people skills

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 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 .

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, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Influence

• Proven history of leading and/or influencing senior leaders and teams by proven results driven through excellent leadership in action.

• Collaborate with Sr. leadership to define and articulate the desired organizational culture.

• Effectively communicate changes and facilitate buy-in from stakeholders.

Collaboration

• Drives excellence by working closely with the HR Leadership Team, peer group, broader organization, and external network to deliver excellence and not afraid to challenge the status quo.

• Highly collaborative in style, drives results with purpose, speed, and agility, delivering against organization and business specific needs, while championing a broader One U.S. Bank approach.

Data Analytics

• Ability to interpret data to evaluate the effectiveness of programs and projects, and act as a solution-oriented leader.

• Leverage data to assess the effectiveness of efforts and make data-driven recommendations for improvements.

• Establish key performance indicators (KPIs) to measure the success of cultural initiatives.

Problem Solving

• Ability to make sense out of complex situations, recognize needs, anticipate issues, and develop solutions using strong analytical, business knowledge, and financial acumen. Drive outcomes with appropriate levels of governance and controls.

Strategic Thinking & Curiosity

• Strategic thought leader that proactively responds to changing business needs and objectives, while considering HR implications of business or people related decisions and actions.

• Stay updated on industry best practices and trends and continuously refine and evolve strategies based on feedback and results.

Program Management

• Drive the strategy and execution of our performance and talent management initiatives and programs that aligns to our Talent & Culture, HR, and U.S. Bank strategies and core values.

• Experience in planning and implement multiple programs to enable the organization and business to achieve its strategic objectives.

Leadership

• Experience in providing work direction, coaching, influencing and guidance to direct reports, other HR professionals and administrative staff, as applicable.

• Strong verbal and written communication skills, with the ability to effectively build and articulate messages with story-telling technics and detailed points of view.

Developing and implementing performance management frameworks:

Designing the overall performance management system, including key performance indicators (KPIs), goal setting methodologies, and feedback mechanisms.

Leadership development:

Coaching and supporting managers in effectively managing employee performance, providing feedback, and conducting performance reviews.

Performance data analysis:

Analyzing performance data to identify trends, areas for improvement, and potential talent gaps.

Change management:

Leading initiatives to implement new performance management practices and address resistance within the organization.

Stakeholder management:

Key skills for a Performance Management Senior Director:

• Deep understanding of performance management principles and best practices

• Strong analytical skills to interpret data and identify actionable insights

• Excellent communication and presentation skills to effectively communicate performance expectations and feedback

• Leadership and coaching skills to guide managers in performance management practices

• Strategic thinking to align performance management with organizational goals

• Ability to influence stakeholders and drive change across the organization

Identifying key positions:

Recognizing which roles within the company are critical for succession planning and require focused development.

Succession planning strategy:

Designing and implementing a comprehensive succession plan that aligns with the organization's strategic goals.

Performance management integration:

Linking succession planning with performance management systems to identify high performers and potential successors.

Communication and reporting:

Regularly communicating succession plans to senior leadership and stakeholders, providing updates on progress and potential risks.

PREFERRED SKILLS/EXPERIENCE:

• Bachelor's degree (Master's degree preferred), or equivalent work experience

• 15+ years of relevant experience

• Deep understanding of performance and talent management principles and practices, particularly in the areas of respective talent program team (performance management, assessments, talent strategy & culture, DE&I, leadership development, succession planning, etc.)

• Experience planning and implementing multiple programs to enable the organization and business to achieve its strategic objectives through the development of talent

• Ability to work closely with HR Leadership Team, peer group and broader organization to deliver excellence, while understanding the business, market trends, and emerging multi-industry themes

• Ability to interpret data to evaluate the effectiveness of talent programs and projects, and act as a solution-oriented leader

• Ability to work collaboratively to drive results with purpose, speed and agility, delivering against organization and business specific needs, while championing a broader One U.S. Bank approach

• Proven ability to make sense out of complex situations, have intellectual curiosity, outcome driven, calculated risk taking and courageous mindset

• Skilled at collaborating and influencing at all levels, including the Managing Committee, and not afraid to challenge the status quo

• Experience in providing work direction, coaching, influencing and guidance to direct reports, other HR professionals and administrative staff, as applicable

• Strong project and program design capabilities with proven ability to manage multiple projects at once

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 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 .

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, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.