PWM Investment Portfolio Manager jobs in United States
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U.S. Bank · 2 months ago

PWM Investment Portfolio Manager

positionSarasota, FL
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$125K/yr - $147K/yr
date10+ years exp

U.S. Bank is committed to helping customers and businesses make informed financial decisions while supporting community growth. The PWM Investment Portfolio Manager is responsible for managing individual and trust account assets, focusing on client account retention and developing client relationships in Private Wealth Management.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

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)

Qualification

Investment managementFinance knowledgeEconomics knowledgeSales skillsClient relationship managementPresentation skillsDecision makingInterpersonal skillsCommunication skills

Required

Bachelor's degree, or equivalent work experience
10 or more years of investment experience

Preferred

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 high and ultra high net worth clients
Ability to make critical decisions independently
Excellent interpersonal and verbal and written communication skills

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

Company

U.S. Bank

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Glassdoor3.6
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At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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Company data provided by crunchbase