PWM - Portfolio Manager
$170k - $225kU.S. Bank
Job DescriptionAt 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.We're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build a rewarding career.Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).Base pay for this role usually falls within $170,000 to $225,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.Basic Qualifications:Bachelor's degree, or equivalent work experience10 or more years of investment experiencePreferred Skills/Experience:Thorough understanding of investment managementStrong knowledge of finance, economics and general businessStrong sales and relationship management/client services skillsAbility to effectively present investment strategies to clientsAbility to make critical decisions independentlyExcellent interpersonal and verbal and written communication skillsThe role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.Benefits:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview 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.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: $159,970.00 - $188,200.00U.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.
$140k - $185k
...Overview This position is responsible for managing, servicing, and developing commercial or business banking relationships in an... ...ongoing financial and credit quality assessment needs of a mature portfolio through prescribed servicing and sales processes. Identifies...Suggested- Child Care Resource Center (CCRC) is seeking a Program Assistant to provide administrative support to the Child Care Financial Assistance (CCFA) Division. The role focuses on filing, record-keeping, and ensuring compliance with program regulations, while delivering professional...SuggestedWork experience placement
- Viewpoint School seeks a Director of Parent Engagement and Giving to advance a growing advancement program across two campuses. You will lead frontline fundraising, grow parent participation, and coordinate volunteer leadership in collaboration with a unified Board and...Suggested
$115.1k - $156.9k
...deliver real estate valuation engagements for financial reporting, tax compliance, transaction support, regulatory reporting, and management planning purposes. Perform and review valuation analyses utilizing appropriate methodologies, including income, cost, and market...SuggestedFull timeContract workLocal areaFlexible hours$171.2k - $285.3k
...will be pivotal in ensuring that the system architecture solutions align with business objectives. Your Key Responsibilities As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges...Suggested- ...we merge with Berkeley Hall. The role reports to the Senior Director of Advancement and focuses on frontline fundraising, moves management, and volunteer leadership. You will build partnerships with parents, staff, and trustees to grow annual giving and donor participation...
- Public Storage is seeking a Property Manager in West Chatsworth, California. In this role, you will work independently across multiple locations, managing customer storage needs, conducting inspections, and ensuring properties are rental-ready. Successful candidates should...Flexible hours
- ...Private Wealth Management (PWM) Private Banking Private Wealth Management (PWM) Private Banking is responsible for developing, managing... ...financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations,...Temporary workWork experience placement
- ...Job Description Job Description Retail Property Manager | Boutique Retail Real Estate Calabasas, CA (Field-Based Role; travel to... ...their team! This is an exciting opportunity to take ownership of a portfolio of outdoor retail shopping centers while working in a dynamic,...Work at officeLocal areaMonday to Friday2 days per week3 days per week
- AMH in Calabasas, CA is hiring a Staff Accountant II to own the monthly close, prepare journal entries and reconciliations, and deliver detailed financial analyses. You'll support audits and assist internal stakeholders with financial information, guiding junior staff in...
- ...Job Description Job Description Our commercial real estate client is seeking a Property Manager to support their Southern CA portfolio. This Property Manager role owns the day-to-day operational performance of assigned properties, from physical condition and tenant...Contract workWork at office
$92.22k - $106.1k
...providing expertise in Workday functionality. Your consulting experience, in-depth knowledge of Workday, and client relationship management skills will contribute to the success of our projects. The ideal candidate has an entrepreneurial spirit with positive energy to...Full timeContract workLocal areaFlexible hours$46.92k
...development so they can reach their full potential. Responsibilities include: Providing daily supervision and mentorship Managing household routines and student schedules Administering medications and ensuring student wellness Driving students to...Full timeWork from homeRelocationRelocation packageFlexible hoursWeekday work- ...business through your network and market expertise Advising owners and investors on pricing, positioning, and execution strategy Managing negotiations and deal execution from engagement through closing Collaborating with specialists across markets and product types Who...For contractorsLocal area
$125k - $191k
...Tax Manager With Real Estate ExperienceWeaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse...Immediate startFlexible hours$121k - $148k
...Tax Manager OpportunityWork with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven...Full timeWork at officeLocal areaRemote workFlexible hours$61k - $119k
...degreeEntrepreneurial ambitions to be a business ownerHistory of success in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaborationProficient critical thinking skillsStrong communicatorStrong sense of...Full timeContract workFor contractorsWork at office- ...future opportunities for a Financial Planning Associate position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and...Immediate start
$1,000 per month
...ambitions and curiosity for salesHighly involved on campus (leader, athlete, campus orgs, student government, etc)Excellent time-management skillsInterest in financial literacy and planning toolsBusiness savvy and desire to increase critical thinking abilitiesCompensation...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$90k - $160k
...The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in...Full timeWork experience placementLocal area- ...BIG PICTURE: The Founders of Dhar Mann Studios are seeking an exceptionally organized, proactive, and resourceful Estate Manager to oversee the day-to-day operations of their private residence. This person will take ownership of keeping the home organized, well...Full timeFor contractorsWork at officeFlexible hours
$31 - $43 per hour
...Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information,... ...for client presentations and implementation meetings Develop portfolio and product solution recommendations that align with client goals...Hourly payFull timePrivate practiceWork at office- ...opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our... ...investment and financial planning advice, which includes: overseeing portfolio design, making new alternative investment recommendations and general...
- ...Stable work history producing mortgage loans. Current active NMLS license. Ability to work independently and potentially lead a team or serve as a sales manager. All information provided will be kept confidential according to EEO guidelines. #J-18808-LjbffrFull timeRemote work
- ...Job Description Job Description Assistant Property Manager - Commercial Summary We are currently searching for an experienced Assistant Commercial Property Manager, and the position is located in the West San Fernando Valley. This position supports the Senior...For contractorsFor subcontractorWork at office
- ...to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top \"Places to Work...Local area
- The Calabasas Chamber invites you to explore a rewarding career as a financial advisor. If you enjoy helping people and building relationships, your people skills can translate into a financial path with training, coaching, and support to help you succeed. Join us for a...Flexible hours
- EisnerAmper is seeking a Tax Director to lead and expand our Real Estate Tax practice. This individual will work closely with partners and firm leadership to guide sophisticated real estate clients through complex tax matters and growth opportunities. The ideal candidate...
$70k - $80k
...goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...with a minimum of 3 days in the office each week. The Director, Commodity Risk Management will shape and lead the enterprise strategy for managing commodity price risk across our portfolio of brands. This highly visible role will protect margins, reduce forecast volatility...Work at officeWork from homeHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM - Portfolio Manager. Be the first to apply!




