Senior Wealth & Investment Portfolio Manager
Us Bank
U.S. Bank seeks a Wealth Management Investment Portfolio Manager to oversee individual and trust assets, aligning with client goals and firm guidelines. You will work with a Trust Officer to grow and retain Wealth Management relationships, using technology to improve efficiency and client engagement. Key duties include investment oversight, relationship expansion, and coordinated financial planning to support clients’ long‑term wealth goals. #J-18808-Ljbffr Us Bank
- 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...SeniorFull timeWork experience placementWork at office
- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...Senior- William Blair in Chicago is seeking a Manager, PWM Fixed Income to shape and implement fixed income investment strategies for high-net-worth and institutional clients. You will lead portfolio construction, perform in-depth bond research, and present investment proposals...Senior
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...& SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorFull timeH1b$111.61k - $131.3k
...your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Wealth Management Investment Portfolio Manager manages individual and trust account assets and investment relationships in line with client and company investment...Temporary workWork experience placementLocal area$111.61k - $131.3k
...your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Wealth Management Investment Portfolio Manager manages individual and trust account assets and investment relationships in line with client and company...Temporary workWork experience placementLocal area$98.4k - $199k
...we are committed to social responsibility and investing in our communities through volunteering and... ...Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net...SeniorWork experience placementWork at officeLocal area- ...global leader in innovative wealth management, asset servicing, asset management... ...service. Sr. Credit Portfolio ManagerJob Description:This... ...pertinent financial statements and investment holdings. Evaluates the... ...organization is encouraged, senior leaders are accessible, and...SeniorRotational programFull timeH1bWork at officeWorldwideFlexible hours
$175k - $225k
...Voyage -Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages... ...$6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment... ...serving a diverse client base.As a Senior Portfolio Manager, you will be a key contributor...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- U.S. Bank is seeking a Wealth Management Investment Portfolio Manager to oversee client portfolios and trust assets, aligning decisions with investment objectives and company guidelines. You will partner with a Trust Officer to grow, expand, and retain Wealth Management...
- ...Insight Global is hiring a Senior Portfolio Manager for one of our largest reinsurance clients. The Portfolio Manager will oversee the administration of insurance and/or reinsurance accounts and contracts. Establishing and maintaining contractual data, processing the...Senior
$100k - $230k
Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management... ...can expect to participate in exciting investment opportunities while collaborating with... ...strategies that make sense for their portfolios Thought Leaders, providing timely...Full timeTemporary workPart timeWork experience placement- ...Senior Portfolio ManagerGlobal Innovation | JBT MarelLocation: Boxmeer (NL), Aarhus (DK), Helsingborg... ...(US)Build the Future of Portfolio Management at JBT MarelAt JBT Marel, we are... ...leaders to support portfolio reviews and investment decisions.Apply agility to support re-...SeniorWorldwide
- Northern Trust is seeking a seasoned Fixed Income Portfolio Manager within NTAM to lead multi-sector corporate credit efforts. You will manage investments, analyze risk, and contribute to strategy underpinned by a disciplined investment philosophy. The role requires strong...Senior
- Sammons Financial Group is seeking an experienced senior investment professional to oversee outsourced investment managers and provide disciplined portfolio oversight for investment objectives and risk tolerances. The role emphasizes strong fixed income and insurance investment...Senior
$127.6k - $191.4k
InforCapital, partnership in Chicago is looking for a Project Manager for People Operations Intake & Portfolio. The role involves owning the intake process, managing requests through Jira, and developing an AI agent to streamline workflow. Required qualifications include...SeniorFull timeContract work- Modern Wealth Management is expanding its national footprint and seeks accomplished wealth management professionals to deliver exceptional... ...meetings, drive new business, mentor junior advisors, and guide investment strategies, marketing efforts, and client experience across...Senior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...client connections, and learning how to manage and inspire others. Navigating... ...automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor...SeniorFull timeH1b- U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with medium to large high-net-worth clients. You will assemble a team of Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert guidance...Senior
$120k
...Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a... ...variety of financial and investment services to an Ultra high Net... ...client base in the United States.Manage accounts of high net worth... ...impact on the investors' portfolios.Adhere to a specific prospecting...SeniorFull time$130k - $160k
GCM Grosvenor is seeking a Fund Controller in Chicago who will manage fund accounting for private equity, real estate, and infrastructure investments. Ideal candidates will have a BA/BS in Accounting/Finance, 6+ years of relevant experience, and a CPA preferred. The role...Senior- ...in Chicago, IL seeks an experienced Wealth Advisor to manage and grow relationships with high-net-... ...worth clients, delivering goals-based investment and financial planning strategies. You... ...professionals, provide ongoing portfolio guidance, and develop new business through...Senior
- Cross Street Group in Chicago is seeking a Portfolio Leasing Manager to lead leasing operations for multiple residential portfolios on behalf of third-party owners. You will mentor leasing staff, monitor metrics across markets, and coordinate renewals, pricing, and marketing...SeniorLocal area
- Current is seeking experienced wealth advisors to bring and grow their book on a highly advisor-centric platform. You can transition your... ...equity opportunities. This role emphasizes collaboration with senior leadership while maintaining client ownership and delivering tailored...Senior
- Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational families. The... ...focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on...Senior
- Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...Senior
$200k - $250k
...regulatory obligations. The ideal candidate will have over 10 years of experience in a private equity environment and be adept at managing relationships with various financial service providers. A compelling benefits package and a base salary of $200,000 - $250,000 plus...SeniorFull time- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services. The ideal candidate will have 12-15 years of experience in trust or estate administration...Senior
- Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term financial goals. In this role, you’ll partner with wealth advisors and business partners across the bank to develop sophisticated...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Investment Portfolio Manager. Be the first to apply!
- wealth management advisor Chicago, IL
- wealth management consultant Chicago, IL
- wealth manager Chicago, IL
- impact investment manager Chicago, IL
- investment accounting manager Chicago, IL
- investment sales manager Chicago, IL
- investment executive Chicago, IL
- investment director Chicago, IL
- director investment banking Chicago, IL
- investment manager Chicago, IL

