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U.S. Bank

Portfolio Manager

U.S. Bank

Portfolio Manager at U.S. Bank managing individual and trust account assets with a focus on client retention.

Posted 6/2/2026full-timeWoodland Hills • California • 🇺🇸 United StatesSeniorLead💰 $159,970 - $188,200 per yearWebsite

About the role

Key responsibilities & impact
  • 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).

Requirements

What you’ll need
  • Bachelor's degree, or equivalent work experience
  • 10 or more years of investment experience

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

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Soft Skills
client relationship managementaccount retentioninvestment management