PWM Portfolio ManagerJob Id2026-0018343LocationCincinnati, OH, United StatesPosting Start Date06/26/2026Anticipated Posting End Date08/31/2026Job TypeFull timeJob available in 2 categories.Sales & Relationship ManagementWealth Management
$118.17k - $144.43kU.S. Bank
Job Title
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. Effective 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.
Location
The 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.
Benefits:
- 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: $118,170.00 - 144,430.00.
US Bank$103.95k - $127.05k
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