PWM Investment Portfolio Mgr
$63.3 - $77.37 per hourU.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 DescriptionManages 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 QualificationsBachelor's degree, or equivalent work experience10 or more years of investment experiencePreferred Skills/ExperienceThorough understanding of investment managementStrong knowledge of finance, economics and general businessEffective 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 skillsIf 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 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.E-VerifyU.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: $131,670.00 - 160,930.00U.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.SummaryLocation: Chicago, ILType: Full time
$131.67k - $160.93k
...individual and/or trust account assets and investment relationships consistent with the... ...managing client account retention to meet Net Portfolio growth objectives of the company. Shared... ...for Private Wealth Management (PWM).Basic QualificationsBachelor's degree,...SuggestedFull timeLocal area$112k - $249.6k
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...and financial strategies - the foundation of a balanced, global investment platform.WorldQuant is built on a culture that pairs academic... ...build it.The Role:We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic...SuggestedCasual workFlexible hours$114.5k - $194.7k
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...services to clients through OCIO, allocation models, multi-manager investing, macro/total return investing, quantitative equity and... ...diverse people with excellent work ethic.Key ResponsibilitiesThe Portfolio Manager will be a member of the Multi Asset Solutions Team (MAST...Full timeWork at office- ...Wealth Sales & ServiceProvides high quality sales and service to investment clients to deliver an exceptional client experience. Provides... ...and referral sources to grow business in the assigned portfolio / jurisdiction.Enhances presence in the marketplace by collaborating...Full timeContract workPart timeLocal areaShift work
- ...competitive compensation and comprehensive benefits.Job DescriptionPortfolio Advisor Manager OverviewThe Portfolio Advisor Manager will oversee client relationships, investment strategies, and wealth management plans, focusing on high-net-worth individuals and families.This...
$98.4k - $199k
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Objective of Role: LaSalle is currently seeking a Senior Portfolio Accountant on one of our open end debt funds under LaSalle Debt Investors... ...fees etc)Quarterly financial analysis, including review of investment accounting informationCalculate, analyze and report...Full timeTemporary workWork at officeLocal areaWork from homeFlexible hours$148.5k - $174.7k
...structured around four core functions: (1) Sales & Origination, (2) Sales Enablement & Program Management, (3) Product Management, and (4) Portfolio Management.This role sits within the newly developed Portfolio Management function.Role OverviewThe Portfolio Manager is...Full timeWork experience placementWork at officeLocal area3 days per week$137.4k - $233.6k
...partnership with our clients.Global Fixed IncomeOur research and portfolio management teams are fully integrated because we believe the... ...and improvement of both our security selection and overall investment processes.The combination of these skills sets, combined with...Full timeH1bWorldwideFlexible hours$119.77k - $140.9k
...human + digital product strategy and staying one step ahead of evolving economic, technological, and customer needs.The Director, Portfolio Growth Initiatives is responsible for leading the commercialization of priority Business Banking growth initiatives. This role serves...Permanent employmentFull timeWork experience placementLocal areaShift work- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...Full timeWork experience placementWork at office
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$120k - $150k
Catastrophe Portfolio Modeling Manager - North AmericaMake your mark in Catastrophe ModelingThe North American Catastrophe Risk Management... ...our greatest asset. We know how important it is to protect and invest in what’s most important to you. That is why we created our...Full timeWork at office$93k - $189k
DescriptionThe Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management of a portfolio of commercial loans within the Diversified Industries group. Primary responsibilities include underwriting...Full timeWork at officeRemote workWork from homeFlexible hours$97.6k - $188.4k
...in-officeRole type: Individual ContributorTravel: 25-50%Profession: Real Estate, Facilities, & ConstructionDiscipline: Real Estate Portfolio ManagementCompany: MicrosoftOverviewMicrosoft’s mission is to empower every person and every organization on the planet to achieve...Ongoing contractLocal area3 days per week$125k - $170k
...pioneer of tomorrow—because at LivaNova, we don’t just treat conditions — we aspire to alter the course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating the integrated value story of LivaNova’s cardiopulmonary...Full timeRemote workWorldwideShift work- Turn complex portfolio outcomes into clear, defensible oversight decisions that strengthen client outcomes and supervisory confidence.... ...investigate account-level performance outliers, connect results to investment decisions and market context, and ensure advisor’s...Home office
$90k - $110k
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...background check on all new hires.As a Commercial Real Estate Portfolio Manager, you will support the growth and management of a commercial... ...working alongside experienced banking professionals who are invested in your success. Apply today to make an impact.We welcome and...Full time$165k - $185k
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