Private Wealth Management - Investment Portfolio Manager
$131.67k - $160.93kU.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
$134.5k - $265.1k
...Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Manager Our Deloitte Regulatory... ..., wealth managers, hedge funds, private equity, fund administrators,... ...management (CRM) systems, portfolio and trust investment accounting platforms...PrivateWork at officeNight shift- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers... ...financial planning, investment management, banking and... ...technology, data and design.Private Wealth Management (PWM)... ...clientsAnalyze investment portfolios for risk and return...PrivateApprenticeship
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- ...development and relationship management across public pensions and... ...traditional and alternative investment capabilities while serving as... ...and sales across alternative (private equity, private credits,... ...Investment Specialists and Portfolio Managers to position solutions...Private
$100k - $125k
...winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to... ...with 5+ years of experience managing the administrative and private banking... ...clients and collaborate with a portfolio manager to build strong...PrivateFull timeTemporary workWork at officeLocal area$140k - $190k
...fulfilling career.Join us as a Client Portfolio ManagerThe BBH Investment Research Group (IRG) is the... ...allocation, portfolio construction, manager selection and monitoring, risk management... ...investment decision making, including private equity modeling, portfolio look-throughs...PrivateFull timeWork at officeLocal area$150k - $170k
...is a vertically integrated real estate investment manager focused on acquiring, developing and... ...driven service. Core’s student housing portfolio includes over 74,440 beds currently owned... ...real estate investment management or private equity real estate experience.Direct...PrivateFlexible hoursShift work- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...Key responsibilities include developing portfolio analysis and expertise across a wide range...PrivateWork at officeWork from homeShift workDay shift
$100k - $125k
...winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to... ...with 5+ years of experience managing the administrative and private banking... ...clients and collaborate with a portfolio manager to build strong...PrivateFull timeTemporary workWork at officeLocal area- ...world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24...PrivateLocal areaFlexible hours
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$85k - $240k
...Chicago, IL, United StatesPosted: 2026-10-08Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive... ...deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities...Private- ...Reference 0000022039Salary Type AnnuallyIndustry Private EquitySelling Points Lead impactful fund... ....Job DescriptionFund Accounting Manager OverviewThe Fund Accounting Manager oversees financial operations for investment funds, ensuring compliance and accuracy in...PrivateRemote work
$147.42k - $180.18k
...what you excel at—all from Day One.Job DescriptionU.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...PrivateFull timeWork experience placementLocal area$205.7k - $360.1k
...global leader in innovative wealth management, asset servicing, asset... ...Management is seeking a senior investment leader to serve as Head of... ...external manager selection, portfolio‑alignment assessment, and... ...understanding of public and private markets, portfolio construction...PrivateOdd jobFull timeH1bWorldwideFlexible hours$147.2k - $196.88k
..., the Finance Transformation Manager will be responsible for overseeing... ...not limited to hedge funds, private equity funds, private debt... ...that the Fund and its investments are treated for in accordance... ...profitability analysis to support portfolio managersPrepare and monitor covenants...PrivateInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$125k - $145k
...5K + bonus + benefits Target Total Compensation: $140K–$165K (including bonus) A growing and well-established private wealth management firm is seeking a hands-on Director of Operations to oversee the day-to-day operations of the business and serve as the operational...PrivateWork at officeHome office- ...Accounting and reporting across multiple investment funds and vehicles, ensuring consistency... ...of fund-level expenses including management fees, incentive fees, and accruals Review... ...monthly reporting packages across multiple private funds Support to Investor Communications...PrivateWork at office
$74.2k - $126.2k
...global leader in innovative wealth management, asset servicing, asset... ...Global Family Office (GFO) Investment Practice. Associate Relationship... ...team, engaging with portfolio management, product management... ...maintain knowledge of public and private market investment solutions...PrivateFull timeH1bWork at officeWorldwideFlexible hours$137.4k - $233.6k
...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...Description Summary:Manage municipal bond portfolios for individual and institutional clients and funds, aligning investment decisions with client objectives, risk...Full timeH1bWorldwideFlexible hours$137.4k - $233.6k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services... ...Management & ImplementationManage a range of equity index portfolios, collective investment funds, ETFs, and separately managed accounts.Maintain...Full timeH1bWorldwideFlexible hours$137.4k - $233.6k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...Manage personalized, tax-aware equity portfolios for high-net-worth, family-office and... ...management and the tax implications of investment decisions Ability to interpret optimization...Full timeH1bWork at officeWorldwideFlexible hours- ...Description SUMMARY As a member of our Private Equity, Real Estate, and... ...accounting and analysis functions for investment partnerships and accounts managed by the Firm. Your... ...legal, treasury, client services, portfolio management, to drive high-quality...PrivateInternshipWork at office
$137.4k - $233.6k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...Management (NTAM) is a trillion dollar investment management firm entrusted by investors... ...Associate Quantitative Active Equity Portfolio Manager’s responsibilities include but...Full timeH1bWorldwideFlexible hours$400k
...strategic operational leader for a growing, employee-owned Multi-Family Office that serves as a family’s closest advisor across investments, wealth transfer, planning, and broader family office needs. ~ Provide strategic operational leadership across investment...PrivateFull timeWork at office$80k - $130k
...world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24...PrivateLocal areaFlexible hours- ...development and relationship management across public pensions... ...and alternative investment capabilities while... ...sales across alternative (private equity, private... ...Investment Specialists and Portfolio Managers to position solutions... ...J.P. Morgan Asset & Wealth Management delivers...Private
$400k
...Senior Wealth Advisor Ultra High Net Worth Overview... ...to Market Leader, Managing Director, and broader... ...estate strategies, investments, family office services... ...customized investment portfolios across public markets,... ...equity, alternatives, and private investments for ultra-...PrivateFull timeWork at officeImmediate start
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