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U.S. Bank

Investment Partner

U.S. Bank

Investment Partner responsible for developing and managing client relationships for Investments at U.S. Bank.

Posted 4/30/2026full-timeBeverly Hills • California • 🇺🇸 United StatesMid-LevelSenior💰 $111,095 - $130,700 per yearWebsite

About the role

Key responsibilities & impact
  • Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
  • Investment Partner has a shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals.
  • Position is focused on honing the technical aspects of Investment management and developing the superior client facing skills needed to become an Investment Portfolio Manager.
  • Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager.

Requirements

What you’ll need
  • Bachelor's degree, or equivalent work experience
  • Four to seven years of related experience
  • Thorough knowledge of departmental operations/policies and U.S. Bank products and services
  • Effective interpersonal, verbal and written communication skills
  • Strong client facing skills
  • Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Well-developed analytical skills
  • Pursuit of professional credentials (CFP, CFA, etc.) a plus

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
investment managementsales supportanalytical skillsproblem resolutiondata interpretation
Soft Skills
interpersonal skillsverbal communicationwritten communicationclient facing skills
Certifications
CFPCFA