PWM Investment Partner

U.S. Bank National Association • Milwaukee, WI

9d

About The Position

Private Wealth Management (PWM) Investment Partners has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Investments. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Investment Partner has a shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of Investment management and developing the superior client facing skills needed to become an Investment Portfolio Manager. Incumbents need to possess a proven track record of sales support to 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/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

Nice To Haves

• Pursuit of professional credentials (CFP, CFA, etc.) a plus

Responsibilities

• Soliciting, developing, managing, and retaining client relationships for Investments.
• Partnering with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
• Achieving sales, revenue and practice excellence goals.
• Honing the technical aspects of Investment management
• Developing the superior client facing skills needed to become an Investment Portfolio Manager.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees