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PWM Investment Portfolio Manager

$111.61k - $131.3k

U.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 include 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, and excellent interpersonal and verbal and written communication skills.

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

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: $111,605.00 - $131,300.00

Vacancy posted 5 days ago
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