Private Wealth Management - Investment Partner
About The Position
Private Wealth Management (PWM) Investment Partners share responsibility for soliciting, developing, managing, and retaining client relationships for Investments. The Investment Partner works with a Senior Advisor to drive business development, client retention, and client engagement through PWM sales and relationship management strategies. The role shares responsibility with the Senior Advisor for achieving sales, revenue, and practice excellence goals. It focuses on developing technical investment-management expertise and strong client-facing skills needed to become an Investment Portfolio Manager. Incumbents should have a proven track record of sales support to be considered 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 to be viewed as a trusted partner to a Portfolio Manager.
Nice To Haves
- Pursuit of professional credentials such as CFP or CFA.
Responsibilities
- Share responsibility for soliciting, developing, managing, and retaining investment client relationships.
- Partner with a Senior Advisor to drive business development, client retention, and client engagement through PWM sales and relationship management strategies.
- Share responsibility with the Senior Advisor for achieving sales, revenue, and practice excellence goals.
- Develop technical investment-management expertise and client-facing skills in preparation to become an Investment 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 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 hours 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, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
