PWM Portfolio Manager

About the Opportunity

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.

Responsibilities

• Manages individual and/or trust account assets and investment relationships consistent with established investment objectives and strategies
• Serve as the discretionary investment manager for assigned PWM client accounts
• Construct and manage diversified portfolios across equities, fixed income, alternatives, and other approved investment strategies
• Monitor portfolio performance, risk exposures, asset allocation, and adherence to client investment guidelines
• Utilize approved PWM systems and tools to execute trades, manage holdings, and document investment decisions

About You

Basic Qualifications:
Bachelor's degree
10 or more years of investment experience

Preferred Skills/Experience:
CFA or MBA preferred
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 clients
Ability to make critical decisions independently
Excellent interpersonal and verbal and written communication skills

Eligibility

This role is hybrid. Team members typically spend three days a week at a U.S. Bank location, with flexibility on the other working days.

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 and holidays
• Adoption assistance
• Sick and Safe Leave accruals

About Company

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program. The salary range for this role is $159,970.00 - $188,200.00.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks will be conducted in accordance with applicable laws.