Private Wealth Management - Investment Portfolio Manager
U.S. Bancorp
Job Opportunity At U.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 atall from Day One.
Job Description
Manages 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 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
- Effective 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
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:
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 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.
U.S. Bancorp- 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...PrivateFull timeWork experience placementWork at office
- ...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
- ...Private Wealth Investment Management Specialist Chicago, Illinois To proceed with your application, you must be at least 18 years of age.... ...investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment...PrivateWork at officeWork from homeShift workDay shift
$68k - $73k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.... ...recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning...PrivateFlexible hours- ...Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice... ...learn about the various products and platforms (investment, insurance, charitable, educational) available to...PrivateWork at office
- ...Job Description J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial... ...to learn about the various products and platforms (investment, insurance, charitable, educational) available to...PrivateWork at office
- ...Wealth Management Across Wealth Management, Goldman Sachs helps empower... ...financial planning, investment management, banking and comprehensive... ..., data and design. Private Wealth Management (PWM) Goldman... ...Analyze investment portfolios for risk and return characteristics...PrivateApprenticeship
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP)... ...the various products and platforms (investment, insurance, charitable, educational)...PrivateWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...management of the client service experience for the Private Wealth Management. Accountable for...PrivateContract workWork at officeWork from homeHome officeShift workDay shift
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy...
$121.9k - $262.1k
...Wealth Management Advisor- II Make banking a Fifth Third better We connect great people to... ...coordinator to simplify complexity for Private Bank clients by challenging and collaborating... ...to provide wealth planning, investments, private banking, risk management, and...PrivateWork experience placementPrivate practiceWork at office- ...Senior Wealth Advisor Mesirow is an independent,... ...capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services... ...$13.1B in assets under management as of March 31, 2026,... ...discretionary managed portfolios. Primary Duties:...PrivateLocal area
- Turn complex portfolio outcomes into clear, defensible oversight decisions that strengthen... ...outliers, connect results to investment decisions and market context, and ensure... ...follow-through.As a Portfolio Oversight Manager in Wealth Management Supervision, you will lead...Home office
- ...ManagerPatria (NASDAQ: PAX) is a global alternative asset manager with 38 years of private markets history and approximately $62 billion in assets... ...with a growing presence in Europe and North America, investing across Private Equity, Infrastructure, Credit, Real Estate...Private
- ...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
$85k - $240k
...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and...Private- ...Company Description L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533... ...and global institutions, who invest alongside L&G’s own balance... ...Description The Associate Portfolio Manager, Emerging Markets works...PrivateFull timeTemporary workLocal areaWorldwideFlexible hours
- ...business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and... ...markets Help construct investment portfolios Provide specific investment... ...leading investment management and private banking solutions. Asset Management...PrivateWorldwide
$147.42k - $180.18k
...Private Wealth Advisor At U.S. Bank, we're on a journey to do our best. Helping the customers... ...Day One. U.S. Bank Private Wealth Management (PWM) helps clients identify and... ...holistically on wealth and estate planning, investments, banking, credit, insurance,...PrivateTemporary workWork experience placement$147.42k - $180.18k
...excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives... ...clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and...PrivateFull timeTemporary workWork experience placementLocal 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
$102k - $190k
...Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client... .... Bridges banking, trust and investment disciplines together for client...PrivatePart timeLocal areaShift work- ...A leading financial institution in Chicago is seeking an experienced Private Banker to advise clients on wealth management, asset allocation, and investment strategies. The role emphasizes building strong client relationships and achieving business targets. Candidates...Private
$120k - $178k
...Director, Investment Product Manager ~202605016 ~Chicago, Illinois, United States ~New York... ...investment products across institutional and wealth management channels. This role is... ...separately managed accounts, model portfolios, private markets, and alternative investment...PrivateFull timeTemporary workLocal areaFlexible hours- ...Wealth Advisor (Vice President) Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes... ...Tactical Absolute Return and Managed Investment Solutions, which...Work at officeImmediate startVisa sponsorship
- ...SUMMARY As a member of our Private Equity, Real Estate, and Infrastructure... ...and analysis functions for investment partnerships and accounts managed by the Firm. Your responsibilities... ...legal, treasury, client services, portfolio management, to drive high-quality...PrivateInternshipWork at office
$67.5k - $111.5k
...About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...of the role include: Manages credit risk for a portfolio of commercial credit clients and monitors loan performance to...H1bWorldwideFlexible hours- ...Specialist is a sophisticated wealth expert that focuses on... ...extensive experience in wealth management and effectively introduces appropriate... ...with wealth advisors and private client bankers, you will... ...A sound knowledge base of investing, trust and estates, financial...
- ...Vice President, Private Wealth Strategic Partnerships About the Company Globally-recognized real estate investment management firm Industry Investment Management Type Privately... ...institutional real estate portfolio management real estate debt funds...PrivateWork at office
- ...firm About the division Asset & Wealth Management (AWM) offers students an unparalleled... ...their financial goals through strategic investment and advisory services. With over $3... ...Management: Wealth Management includes Private Wealth Management, Goldman Sachs Ayco,...PrivateFull timeApprenticeship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Management - Investment Portfolio Manager. Be the first to apply!
- wealth management advisor Chicago, IL
- wealth management consultant Chicago, IL
- wealth manager Chicago, IL
- investment executive Chicago, IL
- impact investment manager Chicago, IL
- investment manager Chicago, IL
- investment accounting manager Chicago, IL
- investment director Chicago, IL
- director investment banking Chicago, IL
- equity fund manager Chicago, IL



