Wealth Management Investment Portfolio Manager
Overview
Lead investment strategy for individual and trust accounts at U.S. Bank. Manage assets aligned with client objectives while driving business growth through technology integration and client engagement. Optimize portfolio performance and scale operations using modern tools.
What You'll Do9
- 1Build and manage client portfolios using advanced analytics to drive decisions
- 2Design and implement relationship management processes that enhance client satisfaction
- 3Develop financial planning solutions that integrate with corporate systems
- 4Collaborate with cross-functional teams to streamline workflow automation
- 5Drive revenue growth by identifying upsell opportunities through data-driven insights
- 6Maintain compliance with regulatory standards while leveraging cloud platforms
- 7Support senior leadership in strategic initiatives that improve client retention
- 8Utilize React and Kubernetes to enhance digital client experiences
- 9Scale investment operations through AWS infrastructure and automation
Requirements11
- 15+ years managing investment portfolios with Spark and Airflow
- 210+ years experience in finance and client relationship management
- 3Certification in CPC Card preferred
- 4Degree in finance economics or related field
- 5Proven ability to make independent investment decisions
- 6Strong communication skills for client interactions
- 7Experience with React frameworks for digital solutions
- 8Familiarity with Kubernetes for scalable applications
- 9Understanding of CFA principles for investment excellence
- 10Ability to work in a fast-paced environment
- 11Commitment to continuous learning and professional development
Salary Insight
$112 - $131k per year
Location
Required Skills
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