PWM Investment Portfolio Manager

U.S. Bank • Sarasota, FL

13d • Hybrid

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).

Requirements

• Bachelor's degree, or equivalent work experience
• 10 or more years of investment experience
• Thorough understanding of investment management
• Strong knowledge of finance, economics and general business
• Strong sales and relationship management/client services skills
• Ability to effectively present investment strategies to high and ultra high net worth clients
• Ability to make critical decisions independently
• Excellent interpersonal and verbal and written communication skills

Responsibilities

• Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.
• Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company.
• Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).

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: Mid Level
• Number of Employees: 5,001-10,000 employees