Senior Private Wealth Portfolio Manager - Growth & Impact

U.S. Bank; Madison (WI); On-site; USD 134,000 - 164,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation (2-5 weeks)

11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking an experienced wealth management professional to oversee individual and trust account assets and investment relationships. You will work to retain clients and drive net portfolio growth within Private Wealth Management.

The role emphasizes strategic investment knowledge, strong client services, and the ability to present investment strategies. The position supports a comprehensive benefits package and competitive compensation.

Qualifications

• Thorough understanding of investment management.
• Strong knowledge of finance, economics and general business.
• Strong sales and relationship management/client services skills.

Responsibilities

• Manage individual and/or trust account assets and investment relationships.
• Retain client relationships to meet net portfolio growth objectives.
• Solicit, develop, manage, and retain PWM client relationships.

Skills

Investment management

Sales & relationship management

Client services

Communication skills

Strategic thinking

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking an experienced wealth management professional to oversee individual and trust account assets and investment relationships. You will work to retain clients and drive net portfolio growth within Private Wealth Management.

The role emphasizes strategic investment knowledge, strong client services, and the ability to present investment strategies. The position supports a comprehensive benefits package and competitive compensation.