Private Wealth Management - Investment Partner

U.S. Bank • Minneapolis, MN

4d

About The Position

The Private Wealth Management Investment Partner shares responsibility with a Senior Advisor for soliciting, developing, managing, and retaining investment client relationships. The role partners with the Senior Advisor to drive business development, client retention, and client engagement through Private Wealth Management sales and relationship-management strategies, and shares accountability for sales, revenue, and practice-excellence goals. The position focuses on developing technical investment-management skills and strong client-facing capabilities in preparation for becoming an Investment Portfolio Manager. Incumbents should have a proven track record of sales support and be viewed as a trusted partner to a Portfolio Manager.

Requirements

• Bachelor's degree or equivalent work experience.
• Up to three years of related experience.
• Thorough knowledge of departmental operations and policies, and U.S. Bank products and services.
• Effective interpersonal, verbal, and written communication skills.
• Strong client-facing skills.
• Ability to identify and resolve exceptions, interpret data, and resolve complex problems with minimal guidance.
• Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications.
• Well-developed analytical skills.
• Proven track record of sales support.

Nice To Haves

• Pursuit of professional credentials such as CFP or CFA.

Responsibilities

• Share responsibility with a Senior Advisor for soliciting, developing, managing, and retaining investment client relationships.
• Partner with a Senior Advisor to drive business development, client retention, and client engagement through Private Wealth Management sales and relationship-management strategies.
• Share responsibility for achieving sales, revenue, and practice-excellence goals.
• Develop investment-management technical skills and client-facing capabilities for progression toward becoming an Investment Portfolio Manager.
• Provide sales support as a trusted partner to a Portfolio Manager.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and an employer-funded retirement plan.
• Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
• Incentive and recognition programs.
• Equity stock purchase and 401(k) contribution and pension, subject to eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level