U.S. Bancorp

1 week ago

PWM - 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

Manage individual and/or trust account assets and investment relationships in line with established objectives and strategies. Drive client retention and Net Portfolio growth by building, developing, and maintaining Private Wealth Management client relationships. Use investment management expertise to present strategies, make independent decisions, and communicate clearly through collaborative Private Wealth Management team structures.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Manage individual and/or trust account assets and investment relationships consistent with client and company objectives.
•Focus on client retention to meet Net Portfolio growth objectives.
•Solicit, develop, manage, and retain Private Wealth Management (PWM) client relationships.
•Present investment strategies to clients effectively.
•Make critical decisions independently to support investment management outcomes.

Pay and Benefits

Salary: USD 159,970 - 188,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•10 or more years of investment experience.
•Thorough understanding of investment management.
•Strong sales and relationship management/client services skills.
•Ability to present investment strategies, make independent critical decisions, and communicate effectively.

Experience:10+ years

Education:Bachelor's

Skills:Interpersonal communicationVerbal communicationWritten communicationIndependent decision-makingClient relationship management

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

1 week ago

PWM - 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: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Manage individual and/or trust account assets and investment relationships consistent with client and company objectives.
•Focus on client retention to meet Net Portfolio growth objectives.
•Solicit, develop, manage, and retain Private Wealth Management (PWM) client relationships.
•Present investment strategies to clients effectively.
•Make critical decisions independently to support investment management outcomes.

Pay and Benefits

Salary: USD 159,970 - 188,200 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree, or equivalent work experience.
•10 or more years of investment experience.
•Thorough understanding of investment management.
•Strong sales and relationship management/client services skills.
•Ability to present investment strategies, make independent critical decisions, and communicate effectively.

Experience:10+ years

Education:Bachelor's

Skills:Interpersonal communicationVerbal communicationWritten communicationIndependent decision-makingClient relationship management

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