Investment Fund Managers

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Respond effectively to the diverse perspectives, needs, and feelings of others.

+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

+ Use critical thinking to break down complex concepts.

+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.

+ Develop a deeper understanding of the business context and how it is changing.

+ Use reflection to develop self awareness, enhance strengths and address development areas.

+ Interpret data to inform insights and recommendations.

+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you will work with many of the world's largest renewable energy companies to develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members, and maintain exemplary standards while building meaningful client relationships. This role offers the chance to tackle challenging issues introduced by the Inflation Reduction Act, allowing you to drive client engagement workstreams and enhance your technical knowledge.

Responsibilities

- Drive client engagement initiatives related to the Inflation Reduction Act

- Work with clients to develop innovative tax strategies

- Supervise project workstreams and maintain operational standards

- Foster substantial relationships with key stakeholders

- Utilize technical knowledge to solve complex problems

What You Must Have

- Bachelor's Degree

- 2 years of experience

What Sets You Apart

- Being successful as tax technical business advisor

- Demonstrating familiarity with CRM systems

- Having experience with complicated partnership structures

- Possessing knowledge of tax matters in renewable energy industry

- Demonstrating a desire to learn more about renewable energy industry

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

RELOCATION ASSISTANCE: No relocation assistance available

CLEARANCE TYPE: Top Secret

TRAVEL: Yes, 10% of the Time

**Description**

At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work — and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.

Embark on a career putting innovative, reliable, and agile products and ideas into orbit, and beyond. Northrop Grumman has opportunities waiting for you that play a vital role in human space exploration, national defense, and scientific discovery, supporting multiple programs across the universe. With us, you’ll discover a culture of curiosity and collaboration that will have you Defining Possible from the day you start. Our space systems connect and protect millions of people on earth every day, now and for the future. Explore your future and launch your career today.

Expand your horizons, advance your career, and contribute to a secure future for generations. Northrop Grumman's Space Sector invites you to bring your pioneering spirit to our collaborative teams. Northrop Grumman is currently seeking an **Operations Research Analyst - Level 2** , to join our team. The preferred location for this role is Redondo Beach CA. We may consider other major Northrop Grumman Space sector locations.

**In this job, you will:**

+ Lead data (internal research) driven costing strategies, analysis and solutions for complex capture and business shaping efforts.

+ Develop estimating factors, regression analysis and estimating relationships from company data.

+ Support Analysis-of-Alternatives (AoAs), Business Case Analyses (BCAs), affordability initiatives, should-cost exercises, engineering trade analyses and Design-to-Cost (DTC).

+ Initiate and lead cost studies to generate metrics and analysis for business use.

+ Organize and estimate new efforts generating ROMs, BPEs, or cost targets for large/complex efforts.

+ Perform data collection, normalization, and analysis.

+ Utilize proprietary and commercial models and software tools.

+ Provide data visualization and relational analysis.

+ Develop and manage relationships with technical (engineering) staff.

+ Supporting the Sector historical cost and technical database.

+ Identifying and evaluating risk and opportunities in cost estimates, terms and conditions, and all other business management related functions.

+ Support and assist Independent Cost Evaluations (ICE) in support of the company-wide governance and risk management process.

+ Other duties as assigned.

If this job description reads like it was written specifically for you, consider joining our team!

**Basic Qualifications:**

+ Bachelor’s degree in Science, Technology, Engineering or Math (STEM) with 2+ years of professional experience in Cost Modeling and Data Engineering – OR – Master’s degree in Science, Technology, Engineering or Math (STEM) with 1+ years of professional experience in Cost Modeling and Data Engineering.

+ Strong problem solving and analytical skills; ability to make recommendations and provide guidance to effectively bring projects to completion.

+ Excellent communication skills, both written and verbal, with the ability to use them in informing, presenting, negotiating and problem solving with a wide range of functions and people.

+ Requires an active U.S. Government DoD Top-Secret security clearance at time of application, current and within scope, with the ability to obtain and maintain SCI approval/access. US Citizenship is a prerequisite.

**Preferred Qualifications:**

+ Demonstrated experience in business management and labor and non-labor cost estimating.

+ Experience working in space systems programs.

+ Experience with parametric estimating techniques and principles.

+ Experience using industry tools such as SEER, Crystal Ball, ACE-IT, USCM.

+ Advanced Excel skills and experience with data visualization tools, e.g. Tableau and/or Power BI.

+ Experience with languages and tools such as R, Python, ML models, etc.

+ Relevant experience including exposures in the cost/business management/ops research world, with a strong knowledge of quantitative risk techniques, cost and risk modeling, and government contracts.

+ Database design/SQL experience.

+ Experience in the aerospace industry.

**You'll be a great fit if you:**

+ Are proactive, thorough, eager to develop new ideas, and skilled in working autonomously in dynamic and high-pressure environments.

+ Have the ability to support complex operations while collaborating with multiple stakeholders.

+ Are a dynamic, self-starter with strong attention to detail and the ability to function independently.

+ Have the ability to work collaboratively on a team and the willingness to be an active and supportive member of a cross-functional team.

**_About Space Sector:_** _We are an industry-leading provider for prime satellite and payload capabilities and directed energy and electronics solutions for national security, military, and civil customers._

**Curious about all the exciting developments with the Northrop Grumman Space Sector? Click the link below:**
https://www.northropgrumman.com/space

Salary Range: $70,200.00 - $121,900.00

The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.

Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.

The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.

Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit http://www.northropgrumman.com/EEO. U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

**Date Posted:**

2025-07-14

**Country:**

United States of America

**Location:**

TX190: 2501 West University, McKinney 2501 West University

, McKinney, TX, 75070 USA

**Position Role Type:**

Onsite

**U.S. Citizen, U.S. Person, or Immigration Status Requirements:**

U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.

**Security Clearance:**

None/Not Required

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

Operations Supply Chain (OSC) within Raytheon supporting Land & Air Defense System (LADS) Strategic Business Unit has an immediate opening for a Principal Specialist, Program Controls Financial Analyst to join our team supporting inter organization contracts.

The successful candidate will be able to train a group of financial analysts responsible for the daily business and financial activities for programs within the Inter organization transfer (IOT) function. The candidate will be responsible for cost/schedule control and analysis, Earned Value Management Systems (EVMS), Forecasting, Estimate-at-Completion (EAC), Latest Revised Estimates (LRE), variance analysis, data reviewing and reporting, partnering with the Program Manager and CAMs, and providing financial leadership in the successful execution of various production contracts. Candidate will drive the operations finance process, monitor program health and compliance, and partner with other functional team members to improve program financial metrics. In addition, this position is responsible for actively identifying risks that affect cost and/or schedule and providing proactive analysis of all financial aspects of the responsible programs. Performance of additional ad-hoc analysis will be required as well as support of 5 Year and AOP forecasting.

The ideal candidate would be able to work in a challenging fast paced team environment, have a strong earned value analysis skillset, be a success-minded team member who possesses strong self-initiative and multi-tasking skills, be able to provide analytical support while under critical deadlines and be involved in process improvement initiatives. Additionally, the candidate needs to effectively communicate analysis and results with RMD East IOT customer.

**What You Will Do:**

+ You will be responsible for supporting the financial performance and execution of programs in the LADS MFRFS IOT portfolio. This role requires a business partner approach to independent work effort under the direction of finance management.

+ You will be responsible for implementing, reporting, and maintaining financial data within SAP APEX and other standard company tools. The successful candidate should be able to problem-solve given sufficient input and create methods to analyze data and identify potential issues.

+ Implementation and maintenance of Earned Value Management ensuring compliance and accurate reporting.

+ Establish and maintain program logs (MR, UB, BCRs, etc.)

+ Develop and support Bi-Annual Estimate-at-Completion (EAC) and Monthly Latest Revised Estimate (LRE)

+ Prepare and lead program financial forecasts, monitor actual costs, and explain variances to plans and forecasts.

+ Financial point of contact for Program Management and be able to provide financial guidance to Program Operations Managers and non-finance organizations including Engineering, Supply Chain, and Operations.

**Qualifications You Must Have:**

+ Typically candidates will have a bachelors degree and 2 years’ financial based experience or an advanced degree and less than 2 years experience.

+ Experience in financial analysis or related financial experience.

+ Experience with Excel (pivot tables, advanced formulas)

+ Experience using other Microsoft Office tools (including Word and PowerPoint)

+ Experience using financial software systems

**Qualifications We Prefer:**

+ Previous experience using SAP, APEX, APEX EV, Business Warehouse, and Program Management Excellence (PMX) preferred

+ Demonstrated analytical and problem-solving skills

+ Ability to work in a highly collaborative team setting

+ Detail oriented

+ Self-starter and takes ownership of assignments

+ Willing and able to learn new systems/tools and processes

+ Excellent oral and written communication skills, including demonstrated ability to communicate clearly and concisely across functional teams and with immediate management.

**What We Offer**

+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

**Learn More & Apply Now!**

+ Please consider the following role type definition as you apply for this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

The salary range for this role is 66,000 USD - 130,000 USD. The salary range provided is a good faith estimate representative of all experience levels.

RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act._

**Privacy Policy and Terms:**

Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

**Date Posted:**

2025-07-14

**Country:**

United States of America

**Location:**

TX190: 2501 West University, McKinney 2501 West University

, McKinney, TX, 75070 USA

**Position Role Type:**

Onsite

**U.S. Citizen, U.S. Person, or Immigration Status Requirements:**

U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.

**Security Clearance:**

None/Not Required

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

Operations Supply Chain (OSC) within Raytheon supporting Land & Air Defense System (LADS) Strategic Business Unit has an immediate opening for a Principal Program Controls Financial Analyst to join our team supporting inter organization contracts.

The successful candidate will be able to train a group of financial analysts responsible for the daily business and financial activities for programs within the Inter organization transfer (IOT) function. The candidate will be responsible for cost/schedule control and analysis, Earned Value Management Systems (EVMS), Forecasting, Estimate-at-Completion (EAC), Latest Revised Estimates (LRE), variance analysis, data reviewing and reporting, partnering with the Program Manager and CAMs, and providing financial leadership in the successful execution of various production contracts. Candidate will drive the operations finance process, monitor program health and compliance, and partner with other functional team members to improve program financial metrics. In addition, this position is responsible for actively identifying risks that affect cost and/or schedule and providing proactive analysis of all financial aspects of the responsible programs. Performance of additional ad-hoc analysis will be required as well as support of 5 Year and AOP forecasting.

The ideal candidate would be able to work in a challenging fast paced team environment, have a strong earned value analysis skillset, be a success-minded team member who possesses strong self-initiative and multi-tasking skills, be able to provide analytical support while under critical deadlines and be involved in process improvement initiatives. Additionally, the candidate needs to effectively communicate analysis and results with RMD East IOT customer.

**What You Will Do**

+ You will be responsible for supporting the financial performance and execution of programs in the LADS MFRFS IOT portfolio. This role requires a business partner approach to independent work effort under the direction of finance management.

+ You will be responsible for implementing, reporting, and maintaining financial data within SAP APEX and other standard company tools. The successful candidate should be able to problem-solve given sufficient input and create methods to analyze data and identify potential issues.

+ Implementation and maintenance of Earned Value Management ensuring compliance and accurate reporting.

+ Establish and maintain program logs (MR, UB, BCRs, etc.)

+ Develop and support Bi-Annual Estimate-at-Completion (EAC) and Monthly Latest Revised Estimate (LRE)

+ Prepare and lead program financial forecasts, monitor actual costs, and explain variances to plans and forecasts.

+ Financial point of contact for Program Management and be able to provide financial guidance to Program Operations Managers and non-finance organizations including Engineering, Supply Chain, and Operations.

**Qualifications You Must Have**

+ Typically requires a Bachelor’s Degree in Finance, Accounting, Economics, Mathematics or related topic

+ Typically requires 5+ years finance work experience; OR an Advanced degree and 3+ years prior relevant experience

+ Experience in using SAP Business Systems APEX EV & PRISM EV

+ Program Controls experience with data analysis, reporting and/or process improvement

+ Experience with Accounting/Financial information systems and Earned Value (EV) tools

+ Experience with Microsoft Excel (i.e., pivot tables, advanced formulas), Word and/or PowerPoint

**Qualifications We Prefer**

+ Previous experience using SAP, APEX, APEX EV, Business Warehouse, and Program Management Excellence (PMX) preferred

+ Demonstrated analytical and problem-solving skills

+ Ability to work in a highly collaborative team setting

+ Detail oriented

+ Self-starter and takes ownership of assignments

+ Willing and able to learn new systems/tools and processes

+ Excellent oral and written communication skills, including demonstrated ability to communicate clearly and concisely across functional teams and with immediate management.

**What We Offer**

+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

**Learn More & Apply Now!**

+ Please consider the following role type definition as you apply for this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels.

RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act._

**Privacy Policy and Terms:**

Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

**Description**

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.

Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.

The Operational Risk Management (ORM) team facilitates and monitors the implementation of effective operational risk management programs throughout the organization, and oversees risk ownership throughout business units, products, and processes. The objective of the ORM Issues & Events team is to define and maintain the issues and events frameworks and programs across the enterprise.

ORM is looking for a Director CCAR Operational Risk to lead a diverse team of high-performing professionals focused on ensuring effective operational risk management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.

How will you make an impact in this role?

**The Director CCAR Operational Risk will:**

+ Own and drive the end-to-end CCAR operational risk framework, ensuring timely, accurate, and defensible submissions.

+ Ensure that the end-to-end process meets industry best practice for the current and future American Express, with a clearly defined roadmap between the two.

+ Develop and refine scenario analysis methodologies, integrating loss data, risk control self-assessments (RCSAs), key risk indicators (KRIs), and external data sources.

+ Ensure operational risk stress testing aligns with regulatory expectations and internal risk appetite.

+ Design and enhance loss estimation models that translate risk scenarios into financial impact forecasts.

+ Integrate historical loss data, emerging risk trends, and macroeconomic factors into CCAR stress testing frameworks.

+ Work closely with risk modeling teams to validate methodologies and assumptions.

+ Serve as the primary point of contact for regulatory exams related to CCAR operational risk, engaging with Federal Reserve, OCC, and other regulators.

+ Prepare and present clear, defensible risk assessments to CROs, CFOs, Board members, and regulators.

+ Ensure governance, documentation, and risk methodologies meet heightened regulatory expectations.

+ Provide thought leadership on emerging operational risk themes, e.g. cyber risk, third-party risk, conduct risk, and fraud.

+ Strengthen the connection between business controls, risk mitigation strategies, and capital planning.

+ Partner with Enterprise Risk, Finance, and Business Unit teams to integrate operational risk into broader firmwide risk initiatives.

+ Implement a robust governance framework for operational risk loss forecasting, ensuring transparency, accuracy, and repeatability.

+ Drive process efficiency, leveraging automation and best practices to enhance risk quantification.

+ Ensure high-quality execution of CCAR deliverables under tight regulatory timelines.

**Minimum Qualifications:**

+ Proven experience of best practice and leading CCAR operational risk processes at a GSIB or comparable financial institution.

+ Strong understanding of stress testing methodologies, risk quantification, and capital planning requirements.

+ Expertise in risk scenario analysis, loss forecasting, and data-driven risk quantification.

+ Ability to synthesize internal loss data, external trends, and macroeconomic factors into CCAR modeling.

+ Experience engaging with Federal Reserve, OCC, FDIC, and other regulatory bodies.

+ Ability to confidently defend methodologies, justify assumptions, and articulate risk outcomes to regulators and senior leadership.

+ Ability to translate complex risk analytics into clear, actionable insights for C-suite executives.

+ Strong presentation skills to engage with senior management.

+ Expertise in operational risk frameworks, loss event modeling, and control effectiveness assessments and knowledge of key operational risk categories

+ Experience designing and enforcing risk governance frameworks, ensuring strong documentation and control oversight.

+ Ability to create repeatable, defensible methodologies that meet regulatory scrutiny.

+ Ability to coordinate across risk, finance, modeling, and technology teams to drive CCAR excellence.

+ Track record of delivering under high-pressure regulatory deadlines.

+ Passion for enhancing CCAR methodologies, benchmarking against industry best practices, and driving innovation.

+ Strong problem-solving skills to navigate complex risk assessment challenges.

+ Experience with Python, R, SAS, SQL, or advanced data analytics tools for risk modeling and familiarity with machine learning techniques for risk analytics are nice-to-haves

**Qualifications**

Annual Range: $130,000.00 to $225,000.00 annually bonus equity (if applicable) benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers - Click to view the “ Know Your Rights ” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

**Job:** Risk

**Primary Location:** US-New York-New York

**Other Locations:** US-Arizona-Phoenix, US-Georgia-Atlanta, US-Utah-Sandy, US-Florida-Sunrise

**Schedule** Full-time

**Tags** ORMCM

**Req ID:** 25011633

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**

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

+ Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

+ Determine which financial products are suitable for the client’s unique circumstances

+ Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

+ Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

+ Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

+ Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

+ An approachable and accessible leadership team that is dedicated to your success and career development

+ A rich product portfolio and open architecture so you can do what is best for your clients

+ A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

+ Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

+ All the resources of a Fortune 150 company with the personal feel of a smaller company

+ Marketing warm leads and qualified referrals from across the organization

+ Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

**_Learn more in our digital handbook_**

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

+ Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

+ Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

+ Work in a collaborative environment with a high-performing team

+ Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

+ Bachelor's degree, or equivalent work experience

+ Three to five years of experience in a financial sales position, preferably working with the affluent client segment

+ FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

+ Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

+ Extensive knowledge of the securities industry, including investment and insurance products and services

+ Knowledge of private banking products and services, including credit processes and policies

+ Strong presentation abilities

+ Strong relationship management, sales, and new business development skills

+ Well-developed analytical and problem-solving skills

+ Excellent interpersonal, verbal, and written communication skills

+ Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

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) .

**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.

**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) .

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

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.**

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**

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

+ Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

+ Determine which financial products are suitable for the client’s unique circumstances

+ Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

+ Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

+ Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

+ Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

+ An approachable and accessible leadership team that is dedicated to your success and career development

+ A rich product portfolio and open architecture so you can do what is best for your clients

+ A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

+ Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

+ All the resources of a Fortune 150 company with the personal feel of a smaller company

+ Marketing warm leads and qualified referrals from across the organization

+ Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

**_Learn more in our digital handbook_**

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

+ Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

+ Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

+ Work in a collaborative environment with a high-performing team

+ Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

+ Bachelor's degree, or equivalent work experience

+ Three to five years of experience in a financial sales position, preferably working with the affluent client segment

+ FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

+ Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

+ Extensive knowledge of the securities industry, including investment and insurance products and services

+ Knowledge of private banking products and services, including credit processes and policies

+ Strong presentation abilities

+ Strong relationship management, sales, and new business development skills

+ Well-developed analytical and problem-solving skills

+ Excellent interpersonal, verbal, and written communication skills

+ Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

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) .

**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.

**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) .

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

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.**

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**

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

+ Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

+ Determine which financial products are suitable for the client’s unique circumstances

+ Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

+ Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

+ Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

+ Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

+ An approachable and accessible leadership team that is dedicated to your success and career development

+ A rich product portfolio and open architecture so you can do what is best for your clients

+ A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

+ Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

+ All the resources of a Fortune 150 company with the personal feel of a smaller company

+ Marketing warm leads and qualified referrals from across the organization

+ Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

**_Learn more in our digital handbook_**

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

+ Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

+ Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

+ Work in a collaborative environment with a high-performing team

+ Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

+ Bachelor's degree, or equivalent work experience

+ Three to five years of experience in a financial sales position, preferably working with the affluent client segment

+ FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

+ Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

+ Extensive knowledge of the securities industry, including investment and insurance products and services

+ Knowledge of private banking products and services, including credit processes and policies

+ Strong presentation abilities

+ Strong relationship management, sales, and new business development skills

+ Well-developed analytical and problem-solving skills

+ Excellent interpersonal, verbal, and written communication skills

+ Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

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) .

**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.

**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) .

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

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.**

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**

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

+ Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

+ Determine which financial products are suitable for the client’s unique circumstances

+ Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

+ Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

+ Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

+ Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

+ An approachable and accessible leadership team that is dedicated to your success and career development

+ A rich product portfolio and open architecture so you can do what is best for your clients

+ A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

+ Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

+ All the resources of a Fortune 150 company with the personal feel of a smaller company

+ Marketing warm leads and qualified referrals from across the organization

+ Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

**_Learn more in our digital handbook_**

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

+ Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

+ Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

+ Work in a collaborative environment with a high-performing team

+ Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

+ Bachelor's degree, or equivalent work experience

+ Three to five years of experience in a financial sales position, preferably working with the affluent client segment

+ FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

+ Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

+ Extensive knowledge of the securities industry, including investment and insurance products and services

+ Knowledge of private banking products and services, including credit processes and policies

+ Strong presentation abilities

+ Strong relationship management, sales, and new business development skills

+ Well-developed analytical and problem-solving skills

+ Excellent interpersonal, verbal, and written communication skills

+ Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

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) .

**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.

**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) .

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

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.**

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**

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

+ Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

+ Determine which financial products are suitable for the client’s unique circumstances

+ Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

+ Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

+ Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

+ Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

+ An approachable and accessible leadership team that is dedicated to your success and career development

+ A rich product portfolio and open architecture so you can do what is best for your clients

+ A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

+ Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

+ All the resources of a Fortune 150 company with the personal feel of a smaller company

+ Marketing warm leads and qualified referrals from across the organization

+ Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

**_Learn more in our digital handbook_**

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

+ Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

+ Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

+ Work in a collaborative environment with a high-performing team

+ Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

+ Bachelor's degree, or equivalent work experience

+ Three to five years of experience in a financial sales position, preferably working with the affluent client segment

+ FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

+ Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

+ Extensive knowledge of the securities industry, including investment and insurance products and services

+ Knowledge of private banking products and services, including credit processes and policies

+ Strong presentation abilities

+ Strong relationship management, sales, and new business development skills

+ Well-developed analytical and problem-solving skills

+ Excellent interpersonal, verbal, and written communication skills

+ Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

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) .

**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.

**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) .

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

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.**