This role supports strategic initiatives to drive client acquisition, growth, and retention in our Affluent Wealth Management space. The analyst will lead and contribute to projects that enhance referral, lead generation, and data utilization efforts, while enabling seamless collaboration across teams and systems.
- Partner with business lines to implement strategies that enable client growth
- Lead and support projects focused on referrals, lead management, and data integration, including transition to business-as-usual (BAU) operations
- Provide tactical and strategic support to deepen client relationships and improve retention
- Enhance engagement and sales pipelines across the client lifecycle through integrated technology solutions
- Facilitate connections across Wealth Management and broader U.S. Bank teams to support acquisition and growth initiatives
- Serve as a key liaison between marketing, technology, and field teams
- Oversee programs related to referrals, lead generation, marketing, field engagement, digital/CRM tools, reporting, training, and communications
- Act as a subject matter expert in marketing tools and technology, integrating data-driven insights into client engagement strategies
- Deliver holistic training, communications, and reporting to field teams and business partners to drive activation and engagement
- Bachelor's degree, or equivalent work experience
- Typically four or more years of related experience
- Strong project management and multitasking abilities
- Effective communicator with excellent verbal and written skills
- Proficient in Microsoft Office and other business software tools
- Experience conducting business needs analysis and forecasting
- Ability to work collaboratively within cross-functional project teams
Our benefits include the following (some may vary based on role, location or hours):
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.
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 the E-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: $71,400.00 - $84,000.00