Rachael Clark

Visionary
DISC Type : Ds

Head of Wealth Management Operations at U.S. Bank

Scottsdale, Arizona, United States

Overview

Rachael Clark serves as the Senior Vice President and Head of Wealth Management Operations at U. S. Bank. An alumna of Arizona State University, she specializes in customer acquisition, digital tool implementation, and change management within the banking and wealth management sectors.

Rachael has demonstrated significant career growth within U. S. Bank, progressing from Operations Manager and Chief Administrative Officer to her current senior leadership role.

Personality Overview

Objective Evaluator

Early Adopter

Big Vision Person

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Wealth Management
As Head of Wealth Management Operations, her focus is on client services, including strategic advice on trusts and asset distribution to support beneficiaries.
Digital Transformation
Her profile lists the "Implementation of Digital Tools" as a key skill, showing a focus on modernizing banking operations and managing change.
Small Business Finance
Shares content on how financial advisors can act like a CFO for small business owners, addressing their interconnected personal and business financial needs.

Media Appearances

Rachael has no verified media appearances

Work History

4-2024
Head of Wealth Management Operations at U.S. Bank
10-2020 - 4-2024
Chief Administrative Officer (CAO) at U.S. Bank
2-2019 - 10-2020
Operations Manager at U.S. Bank
5-2015 - 2-2019
Business Analyst at U.S. Bank
4-2014 - 5-2015
Branch Manager at JPMorgan Chase & Co.

Education

Interdisciplinary Studies from Arizona State University
2005 - 2007
Education details unavailable from Glendale Community College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Scottsdale, Arizona, United States Job Level : Mid-senior Designation : Head of Wealth Management Operations at U.S. Bank
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Insights For Selling To Rachael

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachael is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Rachael

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Rachael move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Rachael take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Rachael

Personality Compatibility


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