Manager of Financial Wellness Strategy

2 weeks ago

Minneapolis, Minnesota, United States U.S. Bank Full time

At U.S. Bank, we are committed to excellence in serving our customers and communities. Our mission is to empower individuals and businesses to make informed financial choices while fostering growth and success in the communities we serve. We recognize that each employee brings unique strengths to our collective mission, and we offer a diverse range of opportunities for personal and professional development from the very start of your career.

Position Overview

The role of the Financial Health Strategy Manager is pivotal in spearheading initiatives that align with U.S. Bank's objectives for social impact, diversity, equity, and inclusion. This position will assess, propose, and execute strategic initiatives aimed at enhancing financial wellness and addressing long-standing disparities in economic outcomes.

Collaboration across the U.S. Bank enterprise is essential, as this role will work closely with senior leadership to implement initiatives that bolster our reputation and strategic growth as the "Most Trusted Choice".

Key Responsibilities:

Strategy Development and Governance:

  • Assist in formulating the vision and strategy for financial inclusion and wellbeing at U.S. Bank.
  • Foster strong connections with industry partners, governmental bodies, NGOs, and other stakeholders to stay informed about the evolving landscape and adapt U.S. Bank's strategy accordingly.
  • Collect, maintain, and analyze internal metrics related to financial health, implementing processes to monitor U.S. Bank's progress in financial inclusion and wellness.
  • Benchmark performance against industry peers and provide recommendations for enhancing the company's standing in financial health assessments.
  • Generate insights into the financial health needs of consumers and communities, enabling U.S. Bank to innovate and improve solutions in collaboration with customer experience teams.
  • Work with risk management and compliance teams to identify potential financial health risks.
  • Ensure effective governance and execution of financial health programs throughout the organization, providing leadership to align strategies with U.S. Bank's financial inclusion and wellness objectives.
Initiative Management:
  • Translate strategic objectives into actionable plans across various departments and business lines.
  • Design and oversee programs that complement existing business efforts, focusing on enhancing the financial health of employees, communities, and clients, including philanthropy and corporate partnerships.
  • Influence product development priorities to align with the vision, introducing new solutions to support the financial health of employees, communities, and clients.
Stakeholder Engagement and Brand Management:
  • Effectively communicate U.S. Bank's financial health strategy to stakeholders, enhancing the brand and reputation of the organization.
  • Engage with a variety of stakeholders, including executives, regulators, investors, and industry groups, representing U.S. Bank at industry events to strengthen our brand and thought leadership in financial health.
  • Analyze stakeholder inquiries and trends to identify emerging opportunities, coordinating responses and communications on key issues across business lines.
  • Collaborate with the communications team to promote U.S. Bank's financial health initiatives.
  • Prepare presentation materials and talking points for engagement with stakeholders and for reporting purposes.
Preferred Qualifications:

- Extensive knowledge and experience in financial inclusion or financial health.
- Background in financial institutions or the banking sector.
- Bachelor's or Master's degree, or equivalent professional experience.
- Typically, 10 or more years of relevant experience, including three or more years in a management role.
- Strong leadership and strategic management capabilities.
- In-depth understanding of the current business and regulatory environment, with the ability to anticipate changes.
- Excellent verbal and written communication skills.
- Strong analytical, decision-making, and problem-solving abilities.
- High level of diplomacy and interpersonal skills.

If accommodations are needed during any part of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our comprehensive benefits package is designed to support the well-being of our team members and their families, ensuring health, financial security, and peace of mind. Benefits include:
  • Healthcare (medical, dental, vision).
  • Life insurance options.
  • Short-term and long-term disability coverage.
  • Parental leave and pregnancy disability support.
  • 401(k) plan with employer contributions.
  • Paid vacation (ranging from two to five weeks based on tenure).
  • Paid holidays.
  • Adoption assistance.
  • Sick leave accruals.
EEO Statement:

U.S. Bank is an equal opportunity employer dedicated to fostering 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. For more information on our commitment to equal opportunity, please refer to the federal EEO poster.

E-Verify Participation:

U.S. Bank participates in the E-Verify program for employment eligibility verification.

The salary range reflects figures based on the primary location. Actual compensation may vary based on the role's location. U.S. Bank offers a comprehensive benefits package, including incentive programs and retirement contributions, subject to eligibility requirements.

  • Manager of Financial Wellness Strategy

    2 weeks ago

    Minneapolis, Minnesota, United States U.S. Bank Full time

    At U.S. Bank, we are committed to excellence in serving our customers and communities. Our mission is to empower individuals and businesses to make informed financial choices while fostering growth and success in the communities we support. We recognize that each team member brings unique talents and perspectives, and we strive to create an environment where...

  • Manager of Financial Wellness Strategy

    2 weeks ago

    Minneapolis, Minnesota, United States U.S. Bank Full time

    At U.S. Bank, we are committed to empowering our customers and the communities we serve to make informed financial choices that foster growth and success. We recognize that every individual has unique potential, and a career with us offers a diverse array of opportunities to explore your strengths at every phase of your professional journey. From day one,...

  • Financial Strategy Manager

    2 weeks ago

    Minneapolis, Minnesota, United States adm Promotions Full time

    Financial CollaboratorWe are seeking a motivated Financial Collaborator to become a vital part of our team at adm Promotions. This position demands an individual who is flexible, creative, and focused on achieving results in a dynamic setting. The perfect candidate will serve as a genuine business ally, driving transformation, building trust, and conveying...

  • Financial Advisor

    3 months ago

    Minneapolis, Minnesota, United States Alerus Financial Full time

    We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered.Position Summary:Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by...

  • Head of Financial Strategy

    2 weeks ago

    Minneapolis, Minnesota, United States SkyWater Search Partners Full time

    Director of Financial Planning & AnalysisReporting directly to the VP of Finance, the Director of Financial Planning will act as the primary leader for growth optimization and analytical insights within the organization. This role is crucial for steering both short-term and long-term planning initiatives, generating financial analyses that enhance business...

  • Financial Wealth Relationship Manager

    4 days ago

    Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    Job OverviewStevens Foster Financial Advisors is a reputable Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide comprehensive financial planning services to high net worth and corporate clients.Job Summary:We are seeking a skilled professional to fill this position as the primary liaison between our...

  • Senior Analyst of Financial Strategy

    2 weeks ago

    Minneapolis, Minnesota, United States Outsell (Minneapolis) Full time

    Company OverviewAt Outsell, we foster a dynamic environment where talented individuals can thrive and contribute to our mission. We are a data-driven technology firm focused on enhancing customer engagement in the automotive sector, leveraging insights to drive sales, profitability, and customer loyalty.Our headquarters are located in Minneapolis, MN, with...

  • Lead Financial Planning Analyst

    2 weeks ago

    Minneapolis, Minnesota, United States Thrivent Financial for Lutherans Full time

    Role OverviewThe Senior FP&A Analyst will play a crucial role in shaping the financial landscape of the organization. This position involves significant contributions to the development of long-term and annual financial plans, as well as overseeing forecasting and actuals management reporting.Key ResponsibilitiesFinancial Planning: Collaborate in the...

  • Head of Employee Relations Strategy

    2 weeks ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Ameriprise Financial is seeking a Head of Employee Relations Strategy to join our dynamic team. In this pivotal role, you will oversee a dedicated group of Employee Relations specialists within our global Employee Relations framework, tasked with addressing workplace-related challenges, formulating policies, and managing severance processes. This position is...

  • Senior Financial Analyst

    6 days ago

    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking an experienced Financial Planning Manager to join our team. As a key member of our financial team, you will be responsible for providing strategic financial guidance and support to our organization.Key Responsibilities:Develop and implement financial planning and analysis strategies to drive business growth...

  • Financial Operations Manager

    6 days ago

    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance team, you will be responsible for conducting periodic and ad hoc analysis of financial data to assist senior management in making informed business decisions.Key Responsibilities:Conduct thorough financial analysis and...

  • Lead Financial Strategist

    6 days ago

    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking an experienced Financial Planning Manager to join our team. As a key member of our financial team, you will be responsible for providing financial analysis and planning support to our clients.Key Responsibilities:Conduct financial analysis and modeling to support business growth initiativesDevelop and...

  • Manager of Financial Reporting

    1 week ago

    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Manager of Technical AccountingJoin a dynamic organization that is in search of a Manager of Technical Accounting. This role will report directly to the Controller and will be responsible for overseeing the preparation and submission of all external financial reports and technical accounting functions. This is an excellent opportunity to contribute...

  • Taxation Strategy Manager

    2 weeks ago

    Minneapolis, Minnesota, United States Jobot Full time

    Taxation Leadership | CPA Tax Supervisor | Flexible Work EnvironmentThis position is hosted by Jobot.Salary: $140,000 - $175,000 per annumAbout Us:We are a rapidly expanding and highly regarded accounting firm in the region, offering an exciting opportunity to be part of our growth journey. As a member of our team, you will experience professional...

  • Senior Financial Insights Analyst

    2 weeks ago

    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Senior Financial Insights Analyst Overview We are seeking a highly skilled and motivated financial analyst to take on the role of Senior Financial Insights Analyst within our organization. This position is ideal for individuals who are passionate about driving business success through financial analysis and strategic planning. In this capacity, you will play...

  • Director - Investment Product Management

    1 week ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    About the RoleThe Director - Mutual Fund Product Management is a key leadership position within the Wealth Management Solutions (WMS) group at Ameriprise Financial. This role is responsible for overseeing the development and management of mutual funds, closed-end funds, and 529 product lines.Key ResponsibilitiesProduct Oversight: Manage the approval process...

  • Lead Financial Planning Analyst

    2 weeks ago

    Minneapolis, Minnesota, United States Thrivent Financial for Lutherans Full time

    Role OverviewThe Senior Analyst of Financial Planning and Analysis will play a crucial role in the development of long-term and annual financial strategies. This position will involve significant contributions to forecasting and managing actual financial performance reporting.Key ResponsibilitiesStrategic Planning: Assist in the formulation of comprehensive...

  • Financial Investment Analyst

    6 days ago

    Minneapolis, Minnesota, United States Thrivent Financial Full time

    Job SummaryThrivent Financial's Private Equity Group manages over $7 billion of private equity funds and equity co-investments in a range of industries. As a Private Equity Investment Associate, you will be part of deal teams that perform due diligence and financial modeling for investment opportunities, as well as assisting with the monitoring of portfolio...

  • Sustainability Financial Manager

    2 weeks ago

    Minneapolis, Minnesota, United States U.S. Bank Full time

    Job OverviewThe Sustainability Financial Manager at U.S. Bank plays a crucial role in guiding the organization towards sustainable financial practices. This position is designed to ensure compliance with various reporting regulations, including SEC and local mandates, while leveraging financial acumen to enhance data collection and internal controls.Key...

  • Lead Analyst, Financial Strategy

    1 week ago

    Minneapolis, Minnesota, United States Strive Health Full time

    Be Part of a Transformative Journey in Kidney CareStrive Health is committed to transforming the kidney care landscape, enhancing the lives of individuals affected by kidney disease. Our focus is on early detection, patient engagement, and holistic coordinated care, collaborating with local healthcare providers to support patients throughout their journey....