PWM Investment Portfolio Manager
$133.37k - $156.9kU.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 at—all 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. Benefits: 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 Review 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. E-Verify 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: $133,365.00 - $156,900.00 U.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. 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 at—all from Day One.
- ...specialize in trading futures and options with an emphasis on risk-managed, data-driven approaches within the commodities space.... ...Position Overview: The firm is looking to bring on an experienced Portfolio Manager or Trader with a proven track record in hard commodities...Suggested
$150k
A boutique talent acquisition firm is seeking a Commercial Portfolio Manager to oversee a bank’s portfolio of business in Schaumburg, IL. The role involves managing commercial loans, conducting financial analysis, and collaborating with loan officers and clients. Ideal...Suggested- ...seeking a highly motivated and strategic Low Earth Orbit (LEO) Portfolio Manager to lead business growth, customer engagement, and capture... ..., and procurement pipelines Advise leadership on strategic investments, partnerships, and positioning opportunities Build and manage...SuggestedWork at officeLocal area
- ...seeking a professional for on-site roles across the United States to support turnaround efforts for portfolio companies. This includes establishing business plans and managing stakeholder implementations. The ideal candidate will have a degree in economics or a similar...Suggested
- Amgen SA is seeking an Oncology Portfolio Manager in Houston, Texas, to manage targeted customer accounts and drive product access strategies for its oncology portfolio. The role demands managing relationships with Health Decision Makers, negotiating contracts, and collaborating...Suggested
$125k - $170k
...at LivaNova, we don't just treat conditions - we aspire to alter the course of lives. Position Summary The Portfolio Value Marketing Manager is responsible for defining and activating the integrated value story of LivaNova's cardiopulmonary portfolio in North...Remote workWorldwideFlexible hoursShift work$118k - $255.7k
...Overview As the Principal Portfolio Manager for the Hip business within Joint Replacement, you will own and shape the long-term strategy... ...strategic individual contributor role, you will influence portfolio investment decisions, platform evolution, and competitive positioning...Temporary workRemote workFlexible hours- ...thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career. Amgen Oncology Portfolio Manager (AOPM) - Texas What you will do Let’s do this. Let’s change the world. We are the Oncology Business Unit Account Management team...Long term contractContract workLocal areaFlexible hours
- JOB FUNCTION / SUMMARY Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 4 is a significant supporting member of the client's Credit Delivery Team, i.e., Relationship Manager...Work at officeLocal area
- ...when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Underwriting Portfolio Manager We're looking for an Underwriting Portfolio Manager to join our Commercial Lending Services team in Houston, San Antonio or Dallas...Work experience placementWork at officeLocal areaFlexible hours
$130k
...The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Houston, TX area. This selected candidate will be responsible for independently managing a Commercial Loan...- A prominent wealth management firm based in Houston is seeking a Private Wealth Manager/Portfolio Manager. This role is vital in providing personalized investment solutions to high-income families and managing their wealth strategies. The ideal candidate will have significant...
- Amegy Bank of Texas is seeking an Underwriting Portfolio Manager for its Houston, San Antonio, or Dallas locations. The ideal candidate will have over 4 years of experience in commercial lending, particularly in credit analysis and client relationship management. Responsibilities...
- SouthState Bank is hiring a Commercial Portfolio Manager I in Houston, Texas. The role involves supporting the commercial loan and deposit portfolio management, ensuring quality underwriting, and providing superior client service. Ideal candidates should hold a four-year...Remote job
- Zions Bancorporation is seeking an Underwriting Portfolio Manager to join their Commercial Lending Services team in Houston, San Antonio, or Dallas, TX. The successful candidate will manage credit presentations, analyze financial statements, and help build client relationships...
- ...more resilient grid and unlock the full potential of renewable portfolios. With gigawatts of successful implementations across nearly 50... ...:This position reports to the Director, Portfolio Finance Management and is responsible for managing and tracking all commercial aspects...Contract workFor contractorsFor subcontractorVisa sponsorshipWork visa
$130k
A boutique talent acquisition firm is seeking a Commercial Portfolio Manager in Rockport, TX. The successful candidate will manage a commercial loan portfolio, enhance client relationships, and drive new business development. Ideal applicants will have a bachelor’s degree...$140k
...Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Houston, TX area. The position is responsible for supporting the Bank’s portfolio of business by servicing prospective...Work at office- Hancock Whitney is looking for a Commercial Portfolio Manager 4 in Houston, Texas, to support the Credit Delivery Team. The role involves credit analysis, underwriting, and managing a diverse portfolio of Wholesale Banking clients. The ideal candidate will have a Bachelor...
$67 - $75 per hour
...Job Description Job Description AI Governance Portfolio Manager (Contract – Fully Remote) Compensation: $67 - $75 Location: Houston, TX 77030 Work Arrangement: 100% Remote Employment Type: Contract Contract Duration: 6 month contract Employment Eligibility...Contract workFor contractorsH1bRemote work$83.58k - $143.28k
...background check on all new hires.***As a Commercial Real Estate Portfolio Manager at Associated Bank, you’ll play a key role in evaluating,... ..., military benefits and much more.* Personal banking, loan, investment and insurance benefits.Associated Bank serves more than 120...$133.37k - $156.9k
...what you excel atall from Day One. U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placementLocal area- ...performance, and anticipate ability to repay investment; apply industry research across... ...and potential opportunities to senior management with ease* Anticipate questions that will... ...of experience in credit underwriting, portfolio management, or asset management* Bachelor...Full timePart timeWork at office
- Cash Management / Treasury Management Officer Job Description JOB SUMMARY The Treasury Management Sales Specialist provides comprehensive sales and administrative support to Bank’s Lending Team and Relationship Managers. This role is responsible for the pre-sale and post...Full timeWork at officeRemote work
- ...onsite teams. Collaborate with teams to standardize procedures, maintenance programs, and turnkey processes. Coordinate vendor management and contractor oversight. Support consistency in common area maintenance and property upkeep. Assist with oversight of service...Temporary workFor contractorsCasual workFlexible hoursShift work
- A financial services company in Houston seeks a candidate skilled in credit risk management and analysis. The role involves performing due diligence, guiding fewer experienced associates, and communicating findings effectively to senior management. The ideal candidate...Work at office
- ...learn, grow, and build a career you’re proud of. From property management and maintenance to construction and development, we provide... ...Maintenance Supervisors and onsite maintenance teams across the portfolio. Collaborate with onsite teams to standardize maintenance procedures...Temporary workFor contractorsFor subcontractorSummer workCasual workImmediate startFlexible hoursShift work
- A leading financial institution in Houston is seeking candidates for a credit underwriting role. Responsibilities include conducting due diligence, reviewing financial models, and writing credit approval documents. Candidates should have a Bachelor's degree in Accounting...Work at office
- ...subject matter expertise in credit risk management, credit analysis, superior oral and... ...performance, and anticipate ability to repay investment; apply industry research across... ...of experience in credit underwriting, portfolio management, or asset management* Bachelor...Full timePart timeWork at office
- Barrios Technology Ltd. seeks a Low Earth Orbit (LEO) Portfolio Manager to drive business growth and capture activities in the evolving LEO market. You will focus on customer engagement and identifying opportunities while collaborating with executive leadership. This role...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM Investment Portfolio Manager. Be the first to apply!
- impact investment manager Houston, TX
- investment accounting manager Houston, TX
- investment manager Houston, TX
- investment executive Houston, TX
- investment director Houston, TX
- director investment banking Houston, TX
- fund accounting manager Houston, TX
- portfolio manager Houston, TX
- hedge fund manager Houston, TX
- fixed income portfolio manager Houston, TX



