Training Project Manager - Knowledge Management Lead Advisory and Service Center

Training Project Manager – Knowledge Management Lead Advisory and Service Center - 170042889

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.


Training Project managers are responsible for the complete project management of training initiatives for the Wealth Management Group. Their activities include stakeholder identification, needs analysis, program design, curriculum development, materials production, implementation planning, facilitation (or preparation of Subject Matter Experts to facilitate), logistics support, assessment of learning, and program evaluation.
The target audience for the training developed includes business leaders, field sales representatives and other professional positions as well as support teams in the Ultra High Net Worth (UHNW) segment, the Private Wealth Management segment, and U.S. Bancorp Investments (USBI). Programs developed are delivered using various methods including self-study, instructor-led, virtual-live, recorded replay, and on-line e-learning.
The incumbent is expected to provide practice management consultation for sales staff where appropriate. Identifies needs and gives guidance to sales staff on how to run their practice to be more cost effective and efficient, and provides coaching on how to achieve/exceed their sales goals.
Training Project Managers function independently, working with leaders and subject experts for their assigned areas of responsibility. They lead and direct teams of internal & external resources to get their job done. Responsible for leading and directing matrixed project teams which include business leaders, technical subject experts, and external resources. This includes planning and monitoring the work progress and activities of team members.
Training Project Managers supporting employees in the USBI organization are required to obtain and maintain the following licenses: FINRA Series 7, 65, 24 as well as Life, Accident & Health Insurance. The Series 24 is a supervisory license and carries responsibility for ensuring all content delivered is accurate and in compliance with FINRA rules and regulations.


1. Project Management – manage the development and implementation of the Wealth Management Advisory and Service Center policies, procedures and job aids, including directly planning and monitoring the work progress and activities of team members associated with knowledge management.
2. Strategic planning - mapping out and planning for ways to support achievement of business goals associated with knowledge management.
3. Instructional Design & Communication- Own the writing and communication of procedures, job aids and policies.
4. Needs Analysis - consultation with business line, interviews, focus groups, etc. to determine performance gaps and training needs for each target audience.
5. Over time become a subject matter expert and also know who to work with for gaining subject matter expertise across all business lines within the contact centers.
6. Consult with business unit representatives on development and production of content pages within the Knowledge Center.
7. Manage procedure development and updates. Research and validate process changes by working business leaders throughout the WMASC.
8. Assist and support business line partners with issues and opportunities for improvement.
9. Initiate projects to streamline and improve process efficiency.
10. Ensure knowledge is consistent across related business lines and that it meets quality standards.
11. Gain understanding of U.S. Bank and U.S. Bancorp Investments policies and procedures.
12. Compliance – Training Project managers supporting USBI are responsible for compliance with regulations and requirements regarding the tracking and proof of all training provided to licensed employees.
13. Research/Testifying at Arbitration Hearings - Training Project Managers supporting USBI may be called upon to do research and/or directly testify at arbitrations when clients bring cases against our Financial Advisors.

It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with U.S. Bancorp’s “Code of Ethics”. Each employee is expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.




Basic Qualifications:

This is a general description which covers all levels/grades of the job. Level/grade assignments are determined by the attached leveling guidelines. Minimum qualifications are outlined below:

FINRA Series 7, 65, 24 and Insurance licenses required for Training Project managers who deliver training for licensed USBI employees. Proven project management experience. Ability to evaluate the effectiveness of programs in light of business objectives. Proven practice management consulting skills. Ability to build credibility and work directly with business line leaders and sales management/sales staff. Strong coaching skills. Knowledge of assigned business line(s). Proven analytical skills. Strong verbal and written communications skills.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.



Project Management / Analysis

Primary Location

Minnesota-MN-Saint Paul


1st - Daytime

Average Hours Per Week