Wealth Management Omnichannel Sales Optimization Director


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. 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.

Senior level role responsible for enhancing the Wealth Management client experience across: contact centers, digital and alternative communication channels.  The primary focus will be on the Digital and Contact Center channels. The digital channel will include defining and implementing capabilities to enhance the self-directed digital experience across all digital touch points. To this end the manager will work with senior leaders in our WM Digital, Omnichannel and Technology business groups. Contact Center channels includes working with senior leaders in contact centers across U.S. Bank to create a seamless experience for both sales and service for these high value clients. The Manager will work closely with Omnichannel Shared Services and select contact centers directly.
Additionally, the manager will develop and lead the charge to bring a higher level of experience to newly defined customer segment(s) not captured today by Wealth Management.  As example, the Emerging Affluent segment.  The manager will be responsible for developing the alternative customer segment strategy and working across the organization to develop the business plan, articulate the technical requirements to service this segment(s) and work with senior leaders in the corporate marketing, retail product management and corporate communications departments to grow and enhance these segment(s).  Although a member of the Wealth Management business line, the manager will partner closely with the retail bank to ensure these new segment(s) has adequate resources to ensure success.


  • Bachelor’s degree in Business Administration, Finance, Marketing or related field required, with Advanced degree in related field preferred.8+ years Financial Service or retail product goods experience.
  • 5+ years management experience.
  • Proven experience in: customer experience, customer segmentation, contact center management, eCommerce. 
  • Proven leadership abilities and strategic management skills.
  • Demonstrated analytical, decision-making and problem solving skills.
  • Effective communication skills – capable of articulating compelling strategies and motivating employees across a metricized organization. 


Product Management

Primary Location


Other Locations

Other Locations Minnesota-MN-Saint Paul


1st - Daytime

Average Hours Per Week