The Private Wealth Management (PWM) Investment Partner is responsible for the day-to-day management of an assigned book of client relationships, focusing on investment oversight, portfolio construction, risk management, and high-quality client service. This role is designed for an investment professional who excels at managing assets and relationships. Additionally this role will serve as a support function to Senior Portfolio Managers with opportunities to learn and grow as part of a team. 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:
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.
PWM Partner Portfolio Manager • Saint Louis, MO, United States
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