Private Wealth Management Client Service Team Leader

 

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 PWM Associate Client Services Team Leader / Manager is responsible for leading a team of PWM Associates who support Wealth clients and Wealth Advisors across Private Wealth Management. This leader is accountable for driving operational excellence, delivering an exceptional client experience, managing operational risk, and fostering a high-performing, client-focused culture.

The Team Leader / Manager serves as a key partner to Wealth Advisors, Market Leaders, and business partners to ensure seamless client support, strong operational execution, and consistent service delivery. This role is responsible for coaching and developing team members, optimizing workflows, driving process improvements, and ensuring compliance with established policies, procedures, and risk management standards.

Key Responsibilities:

• Lead, coach, and develop a team of PWM Associates dedicated to supporting Wealth clients and Wealth Advisors.
• Foster a culture of accountability, teamwork, continuous improvement, and exceptional client service.
• Partner closely with Wealth Advisors, Market Leaders, and business partners to deliver a seamless and proactive client experience.
• Provide leadership and oversight of daily client service operations and associate support activities.
• Drive operational excellence through effective management of service standards, productivity, quality, and risk controls.
• Identify, assess, and mitigate operational risks while ensuring adherence to regulatory requirements and firm policies.
• Champion process improvement initiatives that enhance efficiency, scalability, employee experience, and client outcomes.
• Support capacity planning, workload balancing, coverage strategies, and resource management to maintain service excellence.
• Develop and maintain strong relationships across regional and national business partners to support business objectives.
• Anticipate client and advisor needs, proactively identify solutions, and remove obstacles that may impact service delivery.
• Build leadership capability within the team through ongoing coaching, performance management, mentorship, and development planning.
• Lead change management efforts and effectively communicate new initiatives, processes, and expectations.

Leadership Skills & Qualifications:

• Proven leadership and people management experience with a demonstrated ability to coach, mentor, and develop high-performing teams.
• Strong banking and wealth management knowledge, including an understanding of client servicing, account administration, operational processes, and risk management.
• Solid operations management experience with a track record of driving efficiency, execution, and continuous improvement.
• Strong risk and control management capabilities with the ability to identify, escalate, and mitigate operational risks.
• Exceptional relationship-building skills with the ability to establish credibility and effectively partner with Wealth Advisors, Market Leaders, business partners, and support teams.
• A client-centric mindset with a passion for delivering an exceptional experience for both clients and advisors.
• Excellent communication, collaboration, and influencing skills across all levels of the organization.
• Strong analytical, problem-solving, and decision-making abilities.
• Ability to lead through change, manage competing priorities, and execute strategic and operational initiatives.
• Experience driving process improvements that enhance employee experience, client experience, operational efficiency, and service quality.

Success Factors

Successful PWM Associate Client Services Team Leaders / Managers are collaborative, action-oriented leaders who develop talent, build trusted partnerships, and consistently deliver outstanding results. They demonstrate strong business acumen, operational discipline, and a commitment to client service excellence. They anticipate the needs of clients and advisors, proactively solve problems, drive continuous improvement, and create an environment where associates can thrive, grow, and contribute at a high level.

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.

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:

• 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

Review our full benefits available by employment status here.

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.

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.

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: $98,345.00 - $115,700.00

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, 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.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.