PWM Partner Portfolio Manager

U.S. Bank

Investment Partner managing client relationships in Private Wealth Management at U.S. Bank.

Posted 7/25/2026full-timeTampa • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $98,175 - $115,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client-facing skills and a thorough understanding of investment management, complemented by effective communication and analytical abilities. Proven experience in business development and relationship management within the financial services sector is essential.

Highest-signal resume keywords

Investment ManagementClient Facing SkillsAnalytical SkillsBusiness DevelopmentPortfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales SupportData InterpretationProblem ResolutionDepartmental Operations KnowledgeU.S. Bank Products Knowledge

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten Communication

Tools & Technologies

Microsoft Office

Certifications & Qualifications

CFPCFA

Industry Keywords

PWM SalesClient RetentionRelationship Management

About the role

Key responsibilities & impact

Partner with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies
Possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager
Focus on honing the technical aspects of Investment management and developing superior client facing skills needed to become an Investment 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