Wealth Management-Investment Portfolio Manager

U.S. Bank•St. Louis, MO

1d•$111,605 - $131,300•Onsite

About The Position

The Wealth Management Investment Portfolio Manager manages individual and trust account assets and investment relationships in line with client and company investment objectives. The role supports client retention and business growth, partnering closely with a Trust Officer to help grow, expand, and retain Wealth Management relationships. Although not always the primary relationship manager, the Portfolio Manager may serve in a co-relationship capacity. The role requires effective use of technology and digital tools to improve efficiency, scale the business, and create more time for meaningful client engagement. The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management – Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. Relationship Management – Grows, expands, and retains client relationships through responsive service and proactive outreach that enhances the client experience. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction. Financial Planning – Partners with clients and internal teams to align investment strategies with broader financial goals, helping ensure recommendations support each client’s overall wealth planning needs, while using planning tools and technology to increase consistency, efficiency, and scalability.

Requirements

Bachelor's degree, or equivalent work experience
10 or more years of investment experience

Nice To Haves

Thorough understanding of investment management
Strong knowledge of finance, economics, and general business
Effective sales and relationship management/client services skills
Ability to effectively present investment strategies to clients
Ability to make critical decisions independently
Excellent interpersonal and verbal and written communication skills
CFP, CFA, ChFC preferred

Responsibilities

Manages individual and trust account assets and investment relationships in line with client and company investment objectives.
Supports client retention and business growth, partnering closely with a Trust Officer.
May serve in a co-relationship capacity.
Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines.
Makes sound and timely investment decisions.
Grows, expands, and retains client relationships through responsive service and proactive outreach.
Identifies opportunities to connect clients with relevant people, products, and services that add value.
Aligns investment strategies with broader financial goals.
Ensures recommendations support each client’s overall wealth planning needs.

Benefits

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