Oregon Market Leader - USBA

Functions in management role within Investment Sales. Directs assigned market's sales efforts and the compliance/administrative duties regarding the sale of investment services through U.S. Bancorp Investments. Responsible for setting and achieving revenue and expense budget for assigned market, and ongoing recruiting and hiring of Financial Advisors to reach market objectives. Ensures compliance with state and federal securities laws as well as U.S. Bancorp Investment's established policies and procedures. Ensures that a successful relationship is maintained between U.S. Bancorp Investments and other bank divisions.

Responsibilities

Functions in management role within Investment Sales; Directs assigned market's sales efforts and the compliance/administrative duties regarding the sale of investment services through U.S. Bancorp Investments; Responsible for setting and achieving revenue and expense budget for assigned market, and ongoing recruiting and hiring of Financial Advisors to reach market objectives; Ensures compliance with state and federal securities laws as well as U.S. Bancorp Investment's established policies and procedures; Ensures that a successful relationship is maintained between U.S. Bancorp Investments and other bank divisions.

Requirements

Bachelor's degree, or equivalent work experience; 10 or more years of investment experience; Eight or more years of management experience; NASD Series 7, 24, 63 and 65/66, 53 or 9&10

Nice to have

Considerable knowledge of securities industry; Well-developed leadership and strategic management skills; Strong analytical, decision-making and problem-solving skills; Effective presentation, verbal and written communication skills; Considerable tact, diplomacy and people skills

Benefits

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; incentive and recognition programs; equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements)