Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

PWM Investment Portfolio Manager

$133.37k - $156.9k

U.S. Bank

Job Opportunity At U.S. Bank

At 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 atall from Day One.

Job Description

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).

Basic Qualifications

  • Bachelor's degree, or equivalent work experience
  • 10 or more years of investment experience

Preferred Skills/Experience

  • Thorough understanding of investment management
  • Strong knowledge of finance, economics and general business
  • Strong sales and relationship management/client services skills
  • Ability to effectively present investment strategies to clients
  • Ability to make critical decisions independently
  • Excellent interpersonal and verbal and written communication skills

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.

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • 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

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.

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: $133,365.00 - $156,900.00

U.S. Bank
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the PWM Investment Portfolio Manager in Dallas, TX vacancy
  • $133.37k - $156.9k

     ...all from Day One. Job Description Manages individual and/or trust account assets and investment relationships consistent with...  ...client account retention to meet Net Portfolio growth objectives of the company...  ...for Private Wealth Management (PWM). Basic Qualifications Bachelor'... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Dallas, TX
    1 day ago
  •  ...Loan Portfolio Manager PlainsCapital Bank is seeking to hire a Loan Portfolio Manager. The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio of commercial client relationships under the supervision of the Director, Portfolio... 
    Suggested
    Full time
    Bank staff
    Work at office
    Relocation package
    Monday to Friday
    Weekend work

    Hilltop Holdings

    Dallas, TX
    4 days ago
  •  ...Sr. Portfolio Manager The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank. Targeting VP or Director candidates... 
    Suggested
    Work at office

    Texas Capital Bank

    Dallas, TX
    4 days ago
  •  ...Program Director Program director oversees the development, implementation, and management of specific programs or initiatives within an organization, ensuring they align with strategic goals and objectives. Key responsibilities include: Strategic planning: Program... 
    Suggested

    Omni Inclusive

    Dallas, TX
    19 hours ago
  •  ...Portfolio Manager II - Dallas We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Position Overview: The Portfolio Manager II supports Commercial... 
    Suggested
    Work at office

    Broadway Bank

    Dallas, TX
    19 hours ago
  •  ...policy and regulatory adherence across all funding activities. The supervisor is responsible for mentoring and developing funders, managing workflow distribution, and serving as an escalation point for both internal team members and external dealers. They should also... 
    Work at office

    Kawasaki Motors Corp

    Irving, TX
    19 hours ago
  •  ...AI Resilience Fund Manager - Dallas Location: Remote (U.S. or Canada) Type: US Applicants...  ...in ways that demand a new kind of investment discipline. AI is not simply...  ...This is a founding role you will shape the portfolio strategy, lead fundraising, and execute... 
    Full time
    For contractors
    Remote work
    Shift work

    Human Agency

    Dallas, TX
    19 hours ago
  •  ...Fund Manager Dallas, TX At Lincoln Property Company, we are seeking a Fund Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting... 
    Work at office

    Lincoln

    Dallas, TX
    19 hours ago
  •  ...success story; you help shape the future and continue ourrich legacy that started back in 1874. Join us as a Territory Portfolio Manager Your main responsibilities Drive portfolio growth (Conversions, Protection, Recoveries, Price Adjustments,... 

    Schindler Elevator Corporation

    Dallas, TX
    2 hours ago
  •  ...including an independent analysis of the creditworthiness of customers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES Portfolio Manager I - PRO CRE will be responsible for preparing comprehensive credit analysis on commercial real estate loans. In addition, PM... 
    Work at office
    Local area

    First Horizon

    Dallas, TX
    1 day ago
  •  ...Portfolio Manager (Tech Team) The Portfolio Manager is responsible for supporting the Bank's portfolio of business by servicing prospective and current customers with a variety of commercial loans. These activities will be accomplished by conducting regular risk reviews... 
    Work at office

    Susser Bank

    Dallas, TX
    4 days ago
  •  ...Commercial Portfolio Manager The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond... 

    South State

    Dallas, TX
    2 days ago
  •  ...Senior Portfolio Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. Every day,...  ...Independently manage a significant amount of assets within the client's investment policy guidelines. Direct a significant portion of assets... 
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    BNY

    Dallas, TX
    4 days ago
  •  ...Commercial Loan Portfolio Manager Actively seeking an experienced Commercial Loan Portfolio Manager to: Participate with the Commercial Lender in meetings with the client or prospect at either the customer's place of business or at the bank offices. Assist... 

    MRINetwork

    Dallas, TX
    19 hours ago
  •  ...Mortgage Finance Portfolio Manager Dallas, TX, US, 75001 Req ID: 77884 Location: Dallas -DAL Areas of Interest: Portfolio Management;...  ...Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank... 
    Local area

    BOK Financial

    Dallas, TX
    19 hours ago
  • $121.9k - $262.1k

     ...listed locations are preferred; we will consider applicants in other markets. GENERAL FUNCTION: The Senior Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic... 

    Fifth Third Bank, N.A.

    Dallas, TX
    1 day ago
  • $91 - $92 per hour

     ...IT Portfolio Manager Dallas, Texas, United States $ 91.00 - 92.00 (US Dollar) About the Job IT Portfolio Manager needs 10+ years of IT experience with a minimum of five years in a Portfolio/Program management position. IT Portfolio Manager requires:... 
    Work experience placement

    Global Channel Management

    Dallas, TX
    4 days ago
  • $85k - $150k

     ...Global Treasury And Payments Sales Manager This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue... 

    East West Bank

    Dallas, TX
    19 hours ago
  •  ...Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and...  ...community outreach and tuition reimbursement. The Associate Portfolio Manager provides fiduciary investment leadership for the implementation... 
    Work experience placement
    Flexible hours

    GuideStone Financial

    Dallas, TX
    10 days ago
  • $120k - $135k

     ...divh2BTR Portfolio Manager - New Development/h2pPOSITION: BTR Portfolio Manager - New Development/ppCOMPENSATION: Pursuant to state regulations...  ...the aim of generating strategic, operational, financial or investment recommendations for client consideration/implementation./li/... 
    Contract work
    Temporary work
    Work at office
    Local area
    Night shift

    Cardinal Group Management

    Dallas, TX
    19 hours ago
  • At Lincoln Property Company , we are seeking a Fund Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication... 

    Lincoln Property Company

    Dallas, TX
    4 days ago
  • $96.5k - $207.5k

    Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager in Dallas, Texas, responsible for managing a portfolio of commercial accounts. Key duties include credit decision recommendations, client engagement, and mentoring junior team members. Applicants should... 

    Fifth Third Bank, N.A.

    Dallas, TX
    19 hours ago
  • Position Purpose Responsible for credit underwriting, monitoring, and portfolio management of Commercial Banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand client relationships. Primary performance responsibilities... 
    Full time
    Work at office
    Monday to Friday

    Prosperity Bank

    Dallas, TX
    4 days ago
  • A major financial institution is seeking a CRE Portfolio Manager II in Dallas, TX. The role involves managing Commercial Real Estate portfolios, optimizing client relationships, and ensuring credit quality. Ideal candidates will have at least 8 years of portfolio management... 
    Work at office
    Flexible hours

    Huntington Bank

    Dallas, TX
    2 days ago
  •  ...Regional Portfolio Director - Dallas, TX We're excited to announce a Regional Portfolio Director position available in Dallas, TX! We...  ...for a potential Regional Portfolio Director: Trains and manages Asset Directors and/or Community Managers in all company and property... 
    Temporary work
    For contractors
    Immediate start

    MEB Management Services (Morrison, Ekre & Bart Management Se...

    Dallas, TX
    19 hours ago
  • Texas Capital Bank is seeking a Sr Portfolio Manager - Specialty Credit in Dallas. This role supports Asset Based Lending with a focus on consumer receivable finance and commercial equipment finance, owning the credit underwriting process. Candidates should have a Bachelor... 

    Texas Capital Bank

    Dallas, TX
    3 days ago
  • Description Summary: The CRE Portfolio Manager II services, deepens, and retains assigned profitable customer relationships by pro‑actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding... 

    Huntington Bancshares, Inc.

    Dallas, TX
    2 days ago
  • to learn more.Sr Portfolio Manager - Specialty Credit page is loaded## Sr Portfolio Manager - Specialty Creditlocations: Dallas, TX: Los Angeles...  ...for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.While we are rooted... 
    Work at office
    Immediate start
    Day shift

    Texas Capital Bank

    Dallas, TX
    3 days ago
  •  ...position provides support to Loan Officers in their production and management of their commercial & consumer loan portfoliosMAJOR DUTIES AND...  ...escalates issues as needed.Work to collect past dues within portfolio.Maintain high level of integrity.Recommends to supervisor... 

    First United Bank

    Dallas, TX
    3 days ago
  • A prominent recruitment agency is seeking a Senior Fund Controller for a fully remote position in the United States. Ideal candidates will have over 8 years of experience in private equity (PE) or fund administration, with a strong preference for experience in financial...
    Remote work

    Optimize Search Group

    Dallas, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to PWM Investment Portfolio Manager. Be the first to apply!