PWM Portfolio Manager

U.S. Bank National Association • Sioux Falls, SD

7d

About The Position

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. The role has a strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. It also includes 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

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

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
• Comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension

What This Job Offers

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