Be a “go-to specialist” on a team supporting relationship managers that are responsible for delivering a consistent financial planning client experience for U.S. Bank Wealth Management. In this role you will be asked to help impact business results and ensure quality planning by (1) improving our relationship manager’s adoption and utilization of the firm’s Salesforce/CRM, financial planning and product technology platforms, (2) ensuring quality planning through reactive support and proactive coaching, and (3) supporting the creation of content by leveraging your experience and expertise in financial planning.
Motivate, inspire, and coach relationship managers (e.g., advisors, bankers) towards a “lead with planning” or “planful” mindset/philosophy through virtual one-to-one or one-to-few coaching sessions.
Promote the delivery of a consistent client experience that can emotionally engage and motivate clients by encouraging relationship managers to offer:
a collaborative and interactive client experience either in-person (e.g., wall mounted monitor, iPad) or virtually (e.g., web- and video-conferencing.)
an online digital engagement via a client portal that allows for data gathering, including account aggregation, resulting in a real-time snapshot of their plan.
Share rationale, best practices, workflows, business intelligence and techniques that advances the client experience, planning processes and use of technology platforms (e.g., pre- and post-meetings, Salesforce/CRM, financial planning software, and proposal generation) that can lead to increased efficiencies.
Provide responsive application and planning case support related to the platforms being supported (e.g., Salesforce/CRM, MoneyGuide Pro/financial planning and product)
Support the firm’s shift to advisory, insurance and banking implementation by helping relationship managers ‘connect the dots’ between planning and implementation.
Coaching and quality reviews of financial plans, together with the relationship manager or Wealth Planner, to improve the quality of planning delivered to clients (e.g., review and cleanse data entered, explain results, identify client issues and business opportunities, and share best practices delivering advice) in accordance with compliance and business line requirements.
Collect, interpret and track feedback from the field in order to improve our planning offering.
Assist in helping relationship managers identify, analyze, illustrate and explain advance planning techniques and disciplines (estate and wealth transfer); typically associated with the needs of high net worth individuals and small business owners