PWM Senior Portfolio Manager

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
• 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

Pay

Base pay for this role usually falls within $150,000 to $225,000. Additional considerations regarding base pay levels are based on candidate qualifications.

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
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Contact Information

Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.