U.S. Bancorp

3 days ago

PWM Partner Portfolio Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Support Private Wealth Management investment partners by soliciting, developing, managing, and retaining client relationships. Partner with a Senior Advisor to drive business development and client retention within PWM sales and relationship management strategies, while honing technical investment management skills. Provide sales support that helps you become a trusted partner to a Portfolio Manager, focusing on exceptional practice, revenue, and sales outcomes.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Solicit, develop, manage, and retain client relationships for investments.
•Partner with a Senior Advisor to drive business development, client retention, and engagement in PWM sales strategies.
•Support achieving sales, revenue, and practice excellence goals alongside the Senior Advisor.
•Hone technical aspects of investment management while developing client-facing skills to become an Investment Portfolio Manager.
•Provide proven sales support so you are viewed as a trusted partner to a Portfolio Manager.

Pay and Benefits

Salary: USD 98,175 - 115,500 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

Key Requirements

•Bachelor's degree or equivalent work experience.
•Four to seven years of related experience.
•Thorough knowledge of departmental operations/policies and U.S. Bank products and services.
•Effective interpersonal, verbal, and written communication skills with strong client-facing ability.
•Proficient computer navigation using Microsoft Office and strong analytical skills to interpret data and resolve complex problems with minimal guidance.

Experience:4-7 yearsFinancial servicesPrivate wealth managementInvestments

Education:Bachelor's

Skills:CommunicationClient focusAnalytical thinkingProblem-solvingException handling

Certifications:CFPCFA

Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 days ago

PWM Partner Portfolio Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Solicit, develop, manage, and retain client relationships for investments.
•Partner with a Senior Advisor to drive business development, client retention, and engagement in PWM sales strategies.
•Support achieving sales, revenue, and practice excellence goals alongside the Senior Advisor.
•Hone technical aspects of investment management while developing client-facing skills to become an Investment Portfolio Manager.
•Provide proven sales support so you are viewed as a trusted partner to a Portfolio Manager.

Pay and Benefits

Salary: USD 98,175 - 115,500 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

Key Requirements

•Bachelor's degree or equivalent work experience.
•Four to seven years of related experience.
•Thorough knowledge of departmental operations/policies and U.S. Bank products and services.
•Effective interpersonal, verbal, and written communication skills with strong client-facing ability.
•Proficient computer navigation using Microsoft Office and strong analytical skills to interpret data and resolve complex problems with minimal guidance.

Experience:4-7 yearsFinancial servicesPrivate wealth managementInvestments

Education:Bachelor's

Skills:CommunicationClient focusAnalytical thinkingProblem-solvingException handling

Certifications:CFPCFA

Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor