Senior PWM Portfolio Manager - Client Growth & Strategy

Usbank; Los Angeles (CA); Hybrid; USD 169,000 - 207,000; Full time

Benefits offered by this job

Healthcare

Paid vacation

Paid holidays

401(k) retirement plan

Parental leave

Adoption assistance

Job summary

U.S. Bank in the United States is seeking a senior Private Wealth Manager to lead client investment relationships and drive portfolio growth.

You will manage assets in line with established objectives, focusing on retention and net growth while collaborating with PWM teams to deliver an outstanding client experience. The role offers a hybrid/flexible schedule with in-office presence and strong earnings potential, including a base pay range of $169,380 to $207,020, plus benefits and incentive

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of investment experience.
• Strong understanding of investment management and client services.

Responsibilities

• Manage individual and/or trust account assets and investment relationships in line with company objectives.
• Retain client relationships to meet Net Portfolio growth objectives.
• Solicit, develop, manage, and retain client relationships for Private Wealth Management (PWM).

Skills

Investment management

Finance & economics

Sales & relationship management

Communication skills

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in the United States is seeking a senior Private Wealth Manager to lead client investment relationships and drive portfolio growth.

You will manage assets in line with established objectives, focusing on retention and net growth while collaborating with PWM teams to deliver an outstanding client experience. The role offers a hybrid/flexible schedule with in-office presence and strong earnings potential, including a base pay range of $169,380 to $207,020, plus benefits and incentive