Talent.com
PWM Senior Portfolio Manager
PWM Senior Portfolio ManagerU.S. Bancorp • Appleton, WI, US
PWM Senior Portfolio Manager

PWM Senior Portfolio Manager

U.S. Bancorp • Appleton, WI, US
30+ days ago
Job type
  • Full-time
Job description

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 clients - Ability to make critical decisions independently - Excellent interpersonal and verbal and written communication skills

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.

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. Our benefits include the following (some may vary based on role, location or hours) :

  • 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.

Create a job alert for this search

Portfolio Manager • Appleton, WI, US

Related jobs
Portfolio Manager - Impact Accelerators

Portfolio Manager - Impact Accelerators

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Portfolio Manager - Impact Accelerators - HRSD.Key Responsibilities Create and maintain a portfolio of Impact accelerators across ServiceNow technical domains Communic...Show more
Last updated: 4 days ago • Promoted
Risk Portfolio Analytics Manager

Risk Portfolio Analytics Manager

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Risk Portfolio Analytics Manager.Key Responsibilities Lead the production and delivery of risk reporting for key governance bodies Monitor portfolio performance and de...Show more
Last updated: 2 days ago • Promoted
Senior Director Revenue Cycle

Senior Director Revenue Cycle

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Senior Director Revenue Cycle, Workforce Management - Remote.Key Responsibilities Lead the Workforce Management team within Revenue Cycle, focusing on performance analy...Show more
Last updated: 1 day ago • Promoted
Remote Senior Financial Analyst ($50-$60 / hour)

Remote Senior Financial Analyst ($50-$60 / hour)

Data Annotation • Green Bay, Wisconsin
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Last updated: 11 days ago • Promoted
Portfolio Strategy Director

Portfolio Strategy Director

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Portfolio Strategy Director to support strategic real estate vision for dynamic client accounts. Key Responsibilities Oversee stakeholder reporting and governance, inclu...Show more
Last updated: 30+ days ago • Promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)

Remote Finance Director - AI Trainer ($50-$60 / hour)

Data Annotation • Green Bay, Wisconsin
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Last updated: 11 days ago • Promoted
Senior Manager, ML Platform

Senior Manager, ML Platform

VirtualVocations • Appleton, Wisconsin, United States
Full-time
Key Responsibilities Mature and deliver a vision for the unification of ML practices across the organization Build systems that support analytics production at scale and own the deployment of ML...Show more
Last updated: 4 days ago • Promoted
Remote FP&A Manager – AI Trainer ($50-$60 / hour)

Remote FP&A Manager – AI Trainer ($50-$60 / hour)

Data Annotation • Oshkosh, Wisconsin
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Last updated: 11 days ago • Promoted
Senior Manager of FP&A

Senior Manager of FP&A

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Senior Manager, Financial Planning & Analysis (FP&A).Key Responsibilities Lead and evolve the FP&A function, managing corporate budgeting, forecasting, and financial re...Show more
Last updated: 30+ days ago • Promoted
Principal Product Manager, Finance

Principal Product Manager, Finance

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Principal Product Manager, Finance Platform (Remote).Key Responsibilities Define product vision, strategy, and roadmaps for fintech capabilities including payment proce...Show more
Last updated: 3 days ago • Promoted
Portfolio Compliance Associate

Portfolio Compliance Associate

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Portfolio Compliance and Review Associate.Key Responsibilities Establish controls in Bloomberg AIM to ensure adherence to investment limits and restrictions in ETF disc...Show more
Last updated: 4 days ago • Promoted
Director of Portfolio Risk Strategy

Director of Portfolio Risk Strategy

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Director of Portfolio Risk & Strategy.Key Responsibilities Define and maintain risk appetite frameworks and credit policies for lending activities across international ...Show more
Last updated: 4 days ago • Promoted
PPM Portfolio Manager

PPM Portfolio Manager

Wisconsin Staffing • Menasha, WI, US
Full-time
Job Requirements : You've discovered something special.Cares about leading the way in construction, engineering, manufacturing and renewable energy. Cares about redefining how energy is designed, app...Show more
Last updated: 4 days ago • Promoted
Senior Manager, SAP Finance

Senior Manager, SAP Finance

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Senior Manager, SAP Finance Product Lead.Key Responsibilities Lead and develop a team while supporting change management efforts during system migration Oversee the de...Show more
Last updated: 3 days ago • Promoted
Senior Director of FP&A

Senior Director of FP&A

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Senior Director, Financial Planning & Analysis (FP&A).Key Responsibilities Lead the annual budget, quarterly re-forecasting, and long-range strategic planning processes...Show more
Last updated: 30+ days ago • Promoted
Finance Manager, Product Business Partner

Finance Manager, Product Business Partner

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Finance Manager FP&A - Product Business Partner.Key Responsibilities Provide analytical and financial planning support to the Product function Analyze strategies and f...Show more
Last updated: 5 days ago • Promoted
Senior Manager, Payments Engineering

Senior Manager, Payments Engineering

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Senior Manager, Engineering - Payments.Key Responsibilities Lead the design and management of enterprise-level digital and retail payment systems Ensure compliance wit...Show more
Last updated: 2 days ago • Promoted
AI Portfolio Manager

AI Portfolio Manager

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for an AI Portfolio Manager.Key Responsibilities Operate the portfolio, maintaining roadmap, capacity plans, and dependency maps Co-own ROI baselines and realization; drive ...Show more
Last updated: 5 days ago • Promoted