At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.
Private Wealth Management (PWM) Investment Partners has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Investments. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Investment Partner has a shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of Investment management and developing the superior client facing skills needed to become an Investment Portfolio Manager. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager.
Basic Qualifications
Preferred Skills/Experience
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.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
PWM Partner Portfolio Manager • Palm Beach, FL, United States
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