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 Managed Account Consultant supports the growth and scalability of the advisory business by enabling Financial Advisors to evolve their practices toward planning‑led, fee‑based relationships. Serving as an internal consultant and change agent, this role partners closely with advisors to drive adoption of managed account and advisory solutions through consultative guidance, education, and hands‑on execution support.
This position focuses on advisor enablement, behavioral change, and operational execution rather than traditional product sales. By reinforcing repeatable, client‑centric engagement models and efficient practice management workflows, the Managed Account Consultant helps reduce friction, improve consistency, and support long‑term advisor productivity and client success. The role works collaboratively across teams to ensure advisory solutions are implemented in a compliant, scalable, and sustainable manner.
Key Responsibilities:
Partner with Financial Advisors and advisor teams to enable adoption of managed account and advisory solutions through consultative guidance, education, and execution support.
Provide virtual advisory consulting to help advisors identify appropriate clients, frame planning‑led conversations, and execute compliant, operationally sound transitions to fee‑based relationships.
Reinforce and promote repeatable client engagement processes that enhance practice efficiency, consistency, and scalability.
Support advisors in improving practice management workflows, including client segmentation and effective use of firm platforms and tools related to the advisory business.
Develop and deliver virtual training sessions, workshops, and educational content to build advisor proficiency and support advisory capability adoption.
Collaborate cross‑functionally with Product, Operations, Supervision, Compliance, and Sales Leadership to resolve issues, reduce operational friction, and ensure timely execution of advisory opportunities.
Monitor and manage advisor requests and open items, proactively identifying risks or delays and providing structured insights to inform platform enhancements and process improvements.
Support initiatives and projects designed to enhance the advisory support model, improve the advisor experience, and drive long‑term business scalability.
Required Qualifications:
-Bachelor’s degree in business, finance, or related field preferred; equivalent professional experience considered
-Eight or more years of experience in Experience in financial services, wealth management, advisory support, advisor enablement
-FINRA 7, 65 or 66 licenses
Preferred Qualifications:
-Working knowledge of advisory business models, planning-led advice, and managed account platforms, as well as the ability to apply that knowledge to advisor enablement and practice transformation efforts
-Familiarity with operating in a regulated environment and navigating compliance, supervision, and operational considerations
-Strong attention to detail, organizational skills, and the ability to manage high‑volume work accurately
-Effective written and verbal communication skills with the ability to coordinate across teams.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability 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 theE-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: $133,365.00 - $156,900.00U.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.