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Wealth Management Senior Practice Consultant
Wealth Management Senior Practice Consultant-September 2024
Milwaukee
Sep 6, 2026
About Wealth Management Senior Practice Consultant

  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.

  Job Description

  The Global Learning and Development team is adding to their Wealth Management Practice team. As a Wealth Management Senior Practice Consultant you will be assigned learning and development projects. In this role, you’ll primarily support Private Wealth Management and Affluent departments. This role gathers information, creates, and delivers learning and development initiatives. The role will include consulting, implementing, and adapting programs of practice management including sales skills and platform processes from initial concept through post implementation, including multiple implementation cycles and across multiple Wealth Management business lines. This role is unique in its requirement of holding or attaining FINRA licensure – 66 (or 65 and 63), 7, 24 and Licensure and expectation to work broadly across learning and development disciplines – including in person and virtual facilitation, design, and project management.

  The target audience for the practice management programs developed may include business leaders, field sales representatives, home office support teams, associates and/or others reporting up through the Wealth Management Group. Programs developed are delivered using various methods including, instructor-led, self-study, virtual-live, recorded replay, and web-based training. This role offers professional development, coaching, knowledge management and practice management skills to professionals in the business line to help them achieve their goals.

  Wealth Management Senior Practice Consultants function independently, working with leaders and subject matter experts for their assigned areas of responsibility. They are responsible for leading and directing matrixes project teams that may include business leaders, technical experts and/or external resources. This includes planning and monitoring the work progress and activities of other team members.

  Location: Role is hybrid in posted locations. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

  Basic Qualifications

  Master's degree, or equivalent work experience

  10 or more years of experience in practice/project management

  FINRA Series 7, 66 (or 63 and 65), 24 and Insurance licenses

  Partially licensed candidates will be considered. Under-licensed candidates will have 3 months to complete 1 license, 6 months if 2 are needed or 18 months for 4 licenses.

  Preferred Skills/Experience

  Wealth Management business line expertise

  Thorough knowledge of the design, delivery, administration and evaluation of training and development programs

  Proven project management experience and practice management consulting skills

  Strong coaching and analytical skills

  Ability to evaluate the effectiveness of programs in light of business objectives

  Ability to build credibility and work directly with business line leaders and sales management/sales staff

  Strong interpersonal, verbal and written communication skills

  indmo

  #li-hybrid

  If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

  Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.

  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

  EEO is the Law

  U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) EEO poster.

  E-Verify

  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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .

  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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $116,280.00 - $136,800.00 - $150,480.00

  Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

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