PWM Portfolio Manager

About the Opportunity

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 at—all from Day One.

Responsibilities

• 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.
• Serve as the discretionary investment manager for assigned PWM client accounts, including taxable, tax‑advantaged, trust, and fiduciary portfolios.
• Construct and manage diversified portfolios across equities, fixed income, alternatives, and other approved investment strategies in alignment with PWM investment philosophy and platform offerings.
• Monitor portfolio performance, risk exposures, asset allocation, and adherence to client investment guidelines; make tactical and strategic adjustments as appropriate.

About You

Basic Qualifications:

• Bachelor's degree
• 10 or more years of investment experience

Preferred Skills/Experience:

• CFA or MBA preferred
• 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

Eligibility

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

About Company

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.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.