PWM Partner Portfolio ManagerJob Id2026-0006487LocationSaint Louis, MO, United StatesPosting Start Date04/30/2026Anticipated Posting End Date06/30/2026Job TypeFull timeJob available in 2 categories.Sales & Relationship ManagementWealth Management

Private Wealth Management Investment Partner

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 atall from Day One.

Job Description

The Private Wealth Management (PWM) Investment Partner is responsible for the day-to-day management of an assigned book of client relationships, focusing on investment oversight, portfolio construction, risk management, and high-quality client service. This role is designed for an investment professional who excels at managing assets and relationships. Additionally this role will serve as a support function to Senior Portfolio Managers with opportunities to learn and grow as part of a team. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager.

Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to seven years of related experience

Preferred Skills/Experience - Thorough knowledge of departmental operations/policies and U.S. Bank products and services - Effective interpersonal, verbal and written communication skills - Strong client facing skills - Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications - Well-developed analytical skills - Pursuit of professional credentials (CFP, CFA, etc.) a plus - Passing Level 1 and 2 of CFA designation highly desirable

Location: The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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

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: $98,175.00 - $115,500.00