1 day 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: 9 hours agoStatus: Live

Job Summary

Drive Private Wealth Management investment partner responsibilities by supporting a Senior Advisor and collaborating on client relationship solicitation, development, retention, and engagement. Contribute to sales, revenue, and practice excellence goals while honing technical investment management expertise and strengthening client-facing skills required to become an Investment Portfolio Manager. Serve as a trusted partner with a proven track record of sales support and strong analytical and communication capabilities.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Solicit, develop, manage, and retain client relationships for investments within Private Wealth Management (PWM).
•Partner with a Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies.
•Support sales, revenue, and practice excellence goals alongside the Senior Advisor.
•Hone technical investment management capabilities while building superior client-facing skills toward becoming an Investment Portfolio Manager.
•Provide sales support and be viewed as a trusted partner to a Portfolio Manager.

Pay and Benefits

Salary: USD 98,175 - 115,500 annually

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysParental LeaveDisabilityAdoption Assistance

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.
•Analytical skills and the ability to identify and resolve exceptions, interpret data, and resolve complex problems with minimal guidance.

Experience:4-7 years

Education:Bachelor's

Skills:Interpersonal communicationVerbal communicationWritten communicationClient-focused skillsAnalytical skillsProblem-solving

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

1 day 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: 9 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

•Solicit, develop, manage, and retain client relationships for investments within Private Wealth Management (PWM).
•Partner with a Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies.
•Support sales, revenue, and practice excellence goals alongside the Senior Advisor.
•Hone technical investment management capabilities while building superior client-facing skills toward becoming an Investment Portfolio Manager.
•Provide sales support and be viewed as a trusted partner to a Portfolio Manager.

Pay and Benefits

Salary: USD 98,175 - 115,500 annually

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysParental LeaveDisabilityAdoption Assistance

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.
•Analytical skills and the ability to identify and resolve exceptions, interpret data, and resolve complex problems with minimal guidance.

Experience:4-7 years

Education:Bachelor's

Skills:Interpersonal communicationVerbal communicationWritten communicationClient-focused skillsAnalytical skillsProblem-solving

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