Wealth Management-Investment Portfolio Manager

U.S. Bancorp
Cincinnati, Kansas City, Chicago, Minneapolis, Missouri, Milwaukee
Workplace: OnsiteFull timeUSD 111,605 - 131,300 annuallyFunction: Capital Markets, Trading & QuantExperience: 10+ yearsEducation: bachelorsSkills: ["Critical thinking","Independent decision-making","Interpersonal communication","Verbal communication","Written communication"]

Manage client portfolios and trust assets in alignment with investment objectives, risk parameters, and company guidelines. Serve as a co-relationship manager to grow, expand, and retain wealth management relationships by partnering with a Trust Officer, providing responsive outreach, and presenting investment strategies. Collaborate on financial planning to align investment approaches with clients’ broader goals, using technology and digital tools to improve analytics, efficiency, and scalable service delivery.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Wealth Management-Investment Portfolio Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Manage client portfolios and trust assets in alignment with investment objectives, risk parameters, and company guidelines. Serve as a co-relationship manager to grow, expand, and retain wealth management relationships by partnering with a Trust Officer, providing responsive outreach, and presenting investment strategies. Collaborate on financial planning to align investment approaches with clients’ broader goals, using technology and digital tools to improve analytics, efficiency, and scalable service delivery.
Location: Cincinnati, Kansas City, Chicago, Minneapolis, Missouri, Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Oversee client portfolios and trust assets aligned with investment objectives, risk parameters, and company guidelines.
  • •Make sound and timely investment decisions while using technology to improve analytical efficiency and streamline workflows.
  • •Grow, expand, and retain client relationships through responsive service and proactive outreach.
  • •Partner with clients and internal teams to align investment strategies with broader financial goals.
  • •Assist in co-relationship capacity with a Trust Officer to support wealth management relationship retention and business growth.

Pay and Benefits

Salary: USD 111,605 - 131,300 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityParental LeaveRetirementPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree, or equivalent work experience.
  • •10 or more years of investment experience.
  • •Thorough understanding of investment management.
  • •Strong knowledge of finance, economics, and general business.
  • •Ability to effectively present investment strategies to clients and make critical decisions independently.
Experience:10+ yearsWealth managementInvestment managementTrust accounts
Education:Bachelor's
Skills:Critical thinkingIndependent decision-makingInterpersonal communicationVerbal communicationWritten communication
Certifications:CFPCFAChFC

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
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