PWM Partner Portfolio Manager

The Private Wealth Management (PWM) Investment Partner is responsible for the day-to-day management of an assigned book of client relationships, focusing on investment oversight, portfolio construction, risk management, and high-quality client service.

Requirements

• Bachelor's degree, or equivalent work experience
• Four to seven 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
• Pursuit of professional credentials (CFP, CFA, etc.) a plus
• Passing Level 1 and 2 of CFA designation highly desirable

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
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals