Director of Investments

U.S. Bank

. Provide and/or coordinate advice and counsel to clients and prospects in the areas of investments.

Posted 5/6/2026full-timeDenver • Colorado, Washington • 🇺🇸 United StatesLead💰 $139,230 - $163,800 per yearWebsite

About the role

Key responsibilities & impact

Provide and/or coordinate advice and counsel to clients and prospects in the areas of investments.
Must demonstrate excellence in written and verbal communications skills.
Exude trust and confidence.
Ensure the investment functions are performed at an exceptional level while maintaining proper risk management and client satisfaction.
Proactively identify potential client growth opportunities and/or high-risk situations
Responsible for the coordination of investment team functions to ensure the Ascent client experience is consistently meeting the standards set forth by leadership.
Consult with clients about their business, financial and personal objectives that may include discussions on managers or opportunities they are contemplating from their own networks.

Requirements

What you’ll need

Minimum of 7+ years’ experience in a consultative investment role with demonstrated success in managing relationships with and delivering advice to ultra-affluent clients, business leaders, and/or institutional investors
Some understanding of the key aspects of the investment management process including objective setting, asset allocation and investment policy, manager/strategy search & selection, implementation, and on-going monitoring and evaluation delivered within a team-based approach.
Deep desire for continued learning and understanding the various aspects of portfolio construction, financial markets, investment structures, behavioral finance, and personal finance.
Experience with business writing on markets and descriptions of investments and past events
Depth of experience in at least one asset class such as equity research, private equity, or real estate and experience with manager selection & due diligence and building manager relationships
Experience and knowledge of investment vehicles including mutual funds, ETFs, partnerships, stocks, bonds, and separately managed accounts; experience with private investment vehicles and related documents.
Preferred administrative & operational experience: trade order management, performance reporting, portfolio accounting, cash transfers/requests, account opening, and understanding of trust structures.
Solid understanding of Excel required.
Knowledge of common investment industry software applications a plus: FactSet, Envestnet, Addepar, MyVest, Charles River, Morningstar Direct.
Understanding and/or experience with the private markets – venture capital, private equity, real estate, and the M&A process
An apprenticeship mindset with desire for mentorship and goals of developing into an accomplished investment professional and advisor to families and family members of all generations.
Bachelors’ degree required; MBA and/or CFA designation preferred.

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 managementasset allocationportfolio constructionmanager selectiondue diligencefinancial marketsinvestment vehiclestrade order managementperformance reportingExcel

Soft Skills

written communicationverbal communicationrelationship managementtrustconfidenceclient satisfactionproactive identificationconsultative skillsmentorshipteam collaboration

Certifications

Bachelors degreeMBACFA designation