PWM Partner Portfolio Manager

Private Wealth Management Investment Partner

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

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.

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.