Private Wealth Management Portfolio Leader

At U.S. Bank, we're dedicated to excellence in serving our customers and communities. We empower individuals and businesses to make informed financial choices, fostering community growth and success. Join us on our journey as we believe that each person's potential contributes to our shared goals and ambitions. A career at U.S. Bank offers a diverse range of opportunities for growth and learning at every stage. Explore, experiment, and discover your strengths from Day One!

Job Overview

We're deeply committed to our clients and the communities we operate in. As one of the top five banks in the U.S., we are recognized for being an innovative and respected financial institution, consistently ranked among the world’s Most Admired Companies. With a robust business portfolio and leading debt ratings, U.S. Bank stands as a strong and stable partner.

In Private Wealth Management, we are poised for significant growth, making strategic investments to enhance our advisor network and client experiences. Our collaborative team approach, supportive leadership, diverse product offerings, and excellent prospecting resources empower you to cultivate a fulfilling career.

This role involves managing individual and trust account investments in alignment with our established goals and client strategies. A strong emphasis is placed on client retention to achieve our Net Portfolio growth targets. You will share the responsibility of fostering and maintaining strong client relationships within Private Wealth Management.

Key Qualifications

• Bachelor's degree or equivalent experience
• 10+ years of investment experience

Preferred Skills

• Robust understanding of investment management
• Solid knowledge in finance, economics, and general business
• Exceptional sales and relationship management capabilities
• Aptitude for presenting investment strategies effectively to clients
• Ability to make independent critical decisions
• Outstanding communication skills, both verbal and written

Work Arrangement

This position offers a hybrid work model, requiring in-office attendance three or more days a week, with flexibility for remote work on other days.

If you need any accommodations during the application or hiring process due to a disability, please refer to our disability accommodations for applicants.

Benefits:

• Comprehensive healthcare coverage (medical, dental, vision)
• Life insurance options
• Short-term and long-term disability coverage
• Parental leave and pregnancy disability support
• 401(k) plan and employer-funded retirement contributions
• Paid vacation (2 to 5 weeks based on tenure)
• Up to 11 paid holidays annually
• Adoption assistance
• Sick and Safe Leave accumulation (1 hour for every 30 worked, up to 80 hours annually unless otherwise mandated by law)

Explore our full range of benefits available based on employment status.

U.S. Bank is an equal opportunity employer, considering all qualified applicants without bias regarding race, religion, color, sex, nationality, age, sexual orientation, gender identity, disability, veteran status, and other legally protected factors.

E-Verify:

U.S. Bank participates in the E-Verify program, ensuring employment eligibility verification in all U.S. locations and particular territories.

The salary range for this role is $159,970.00 - $188,200.00, which may vary based on location and other factors. Alongside salary, U.S. Bank provides a comprehensive benefits package, including incentive programs and retirement options, all subject to eligibility requirements.

U.S. Bank will consider applicants with arrest or conviction records, conducting background checks in accordance with applicable laws. We adhere to all relevant regulations, including those from the Federal Deposit Insurance Act (FDIA) and others pertinent to professional conduct and safety.

Note: This posting may close earlier due to high volumes of applications.