PWM - Portfolio Manager
$159.97k - $188.2kUs 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
$159.97k - $188.2k
...clients and employees. At Private Wealth Management, we are uniquely positioned for growth... ...leadership support, a rich product portfolio and exceptional prospecting opportunities... ...relationships for Private Wealth Management (PWM). Basic Qualifications ~ Bachelor's...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$102.36k - $190k
...About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability...SuggestedWork experience placementWork at officeImmediate start$80k - $175k
...POSITION SUMMARY : Monitor and maintain the standard loan portfolio processes, procedures, and practices for Corporate Syndication... ...profitability and growth. Identify prospects for Relationship Managers and Team Leader to grow the clientele base and portfolio....SuggestedWork at office$41.83 - $66.81 per hour
*PORTFOLIO MANAGER I or II - Commercial Real Estate level assigned based on candidate skills/experience WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Commercial Real Estate Credit Management Team focused on the long-term risk-adjusted returns for the...SuggestedHourly payRemote work$100k - $105k
...Portfolio Manager Culver City, CA - 100 - Culver City, CA 90230 Overview Salary Range $100,000.00 - $105,000.00 Salary Position Type Full Time Education Level Not Specified Category Real Estate Description Property Management Associates is growing and looking...SuggestedFull timeTemporary workWeekend work- ...CRE Loan Portfolio Manager Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk...
- ...Portfolio Manager Location: Rosemead/Los Angeles, CA USA Onsite 1-2 days per week Why WWT At World Wide Technology, we work together to make a new world happen.?Our important work benefits our clients and partners as much as it does our people and communities...Full timeShift work2 days per week1 day per week
$88.8k - $165.6k
...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in... ...-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal...Work experience placementWork at officeLocal area- System One is seeking an IT Enterprise Portfolio & Value Manager who will oversee portfolio management, create strategic plans, and ensure value delivery across multiple projects. This role requires significant experience working with stakeholders at various levels. Responsibilities...
$70k - $115k
Preferred-Bank is seeking a knowledgeable Portfolio Manager in Los Angeles to underwrite and manage a CRE loan portfolio. Responsibilities include pricing loans and fostering client relationships, ensuring compliance with credit guidelines. The ideal candidate will possess...- Job Title: IT Enterprise Portfolio & Value Manager Location: Vienna, VA Type: Contract Contractor Work Model: Hybrid Hours: 40 hours a week Job Description: Responsibilities Understand and analyze portfolio needs to create and implement portfolio maturity plans Oversee...Contract workFor contractorsLocal area
$100k - $105k
...Job Description Job Description Property Management Associates is growing and looking for a Portfolio Manager with experience in Multi-Family Property Management to join our team and grow in a dynamic and exciting place to work that values its employees . Compensation...Full timeTemporary workWeekend work- ...Job Description Job Description Higher Ground Property Management is looking for an HOA property Manager that can independently manage a portfolio of several offsite Homeowner Associations from our office. We are flexible and will train the right candidate. Must have...Full timeWork at officeRemote workMonday to FridayFlexible hoursAfternoon shift2 days per week
$127.63k - $237.01k
*PORTFOLIO MANAGER SR - Asset-Based Lending * The Porfolio Manager/Underwriter position focuses on credit underwriting and review of prospects and/or existing client relationships for City National Bank asset-based lending group. The Porfolio Manager/Underwriter is...Remote work$122.54k - $208.72k
...PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAM * Music Sector WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking...Remote work$148.5k - $174.7k
...stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Non-Profit Healthcare Corporate Banking credit...Temporary workWork experience placementLocal area$195k - $225k
...Partner with relationship manager(s) in underwriting, structuring, closing and managing cash flow, ABL and real estate loans in the... ...compliance and relevant industry/market developments Ensure the portfolio administration and risk management of each client relationship...Full timeLocal area- ...BMO is seeking a Portfolio Manager for its Commercial Real Estate group in Los Angeles, California. This key position will involve analyzing lending proposals and managing client portfolios to ensure quality and compliance with bank policies. The ideal candidate will have...
$190k - $210k
...A portfolio manager is a financial professional responsible for creating and managing investment portfolios for clients, making decisions on what assets to buy and sell to achieve the client's desired return while managing risk, by analyzing market conditions and implementing...Full timeLocal areaFlexible hours$88.8k - $165.6k
...The Hispanic Alliance for Career Enhancement is seeking a Portfolio Manager in Los Angeles to collaborate with Relationship Managers in delivering structured loan solutions for commercial real estate customers. This position involves credit assessment, risk management,...- ...ISC is proud to partner with a highly regarded multi‑family office in the search for a Portfolio Manager at the Vice President or Senior Vice President level. This is an exciting opportunity to join a collaborative, client‑focused team that supports UHNW families with...Full timeWork at office
$60k - $80k
...Company Description Founded in 1985, Kape Property Management is an established, successful and stable real estate management firm... ...conductor orchestrating the symphony of daily operations at a unique portfolio of multifamily and HOA properties located in the Los Angeles...Work at office$150k - $200k
...Vice President - Portfolio Manager Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families....Work at office$100k
...Commercial Portfolio Manager – To $100K – Los Angeles, CA – Job # 3590 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available...- ...protected status. Job Summary The Getty Research Institute (GRI) is searching for a dynamic and experienced professional Portfolio Project Manager (PPM) to establish project management processes under the GRI's Administration Division. Reporting to the Associate...Full timeContract work
$92.11k - $156.88k
...ABOUT US RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City...Temporary workRemote workShift work- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed... .... Together we win! THE OPPORTUNITY The VP, Consumer Loan Portfolio Manager is responsible for servicing oversight of all the Mortgage...Work experience placementWork at officeLocal areaImmediate startFlexible hours
- ...Portfolio Manager (Senior/Vice President level depending on experience) West Los Angeles, California | On-Site A highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role...
$145k - $243k
...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed... ...OPPORTUNITY Manage all aspects of a Media & Entertainment loan portfolio from asset boarding onward, working closely with Originations,...Work at officeLocal areaImmediate startFlexible hours- A major financial services firm is seeking an Automotive Floorplan Portfolio Manager in Los Angeles. This role involves managing a portfolio of automotive dealerships, driving sales, and ensuring excellent servicing of accounts. Candidates should have 3+ years in finance...Remote job
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