Wealth Management-Investment Portfolio Manager

 

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.

Job Description

The Wealth Management Investment Portfolio Manager manages individual and trust account assets and investment relationships in line with client and company investment objectives. The role supports client retention and business growth, partnering closely with a Trust Officer to help grow, expand, and retain Wealth Management relationships. Although not always the primary relationship manager, the Portfolio Manager may serve in a co-relationship capacity. The role requires effective use of technology and digital tools to improve efficiency, scale the business, and create more time for meaningful client engagement.

THREE KEY COMPONENTS OF THE ROLE:

The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement:

Investment Management – Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight.

Relationship Management – Grows, expands, and retains client relationships through responsive service and proactive outreach that enhances the client experience. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.

Financial Planning – Partners with clients and internal teams to align investment strategies with broader financial goals, helping ensure recommendations support each client’s overall wealth planning needs, while using planning tools and technology to increase consistency, efficiency, and scalability.

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
- Effective 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

- CFP, CFA, ChFC preferred

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: 

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:

• 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

Review our full benefits available by employment status here.

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. Learn more about the E-Verify program.

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: $111,605.00 - $131,300.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.