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Sr. Portfolio Manager

Employer
U.S. Bank.
Location
Cincinnati, Ohio
Salary
Competitive base salary, long term incentive and bonus. Pension plan and 401K
Closing date
Jul 3, 2024

View more

Job Function
Banking, Wealth Management
Industry Sector
Asset Management, Private Wealth Management Firm
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Job Details

We're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies.  With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.  With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build a rewarding career. 

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).

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience

Preferred Skills/Experience
- 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

Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

 

Company

We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank to help you work toward your financial goals. We also offer retirement and financial planning, investment management and brokerage solutions from U.S. Bancorp Investments.

Company info
Location
5007 Dupont Ave. S.
Minneapolis
MN
55419
United States

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