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PWM - Portfolio Manager

$159.97k - $188.2k

U.S. Bank

Overview At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make smarter financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to learn, grow, and discover what you excel at—from Day One. Job Description At Private Wealth Management, we are positioned for growth with investments to expand our advisor base and deliver an outstanding client experience. We empower you to grow a rewarding career through a collaborative team structure, strong leadership support, a rich product portfolio, and exceptional prospecting opportunities. Responsibilities Manage individual and/or trust account assets and investment relationships in accordance with established objectives and strategies. Focus on client account retention to achieve Net Portfolio growth objectives. Share responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. 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 Location The role offers a hybrid/flexible schedule with an in-office expectation of 3 or more days per week and flexibility to work from other locations on non-office days. Disability Accommodations 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 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. The actual range may differ by location. 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. Pay Range: $159,970.00 - $188,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted in accordance with applicable local laws and regulatory requirements. 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. #J-18808-Ljbffr Us Bank

Vacancy posted 12 hours ago
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