Investment manager Jobs in Tampa, FL

Job Title

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 high and ultra high net worth 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.

Benefits :

• 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

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.

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.