Elavon Inc.
PWM Investment Portfolio Manager
Minneapolis, MN
Sponsorship not specified$127k-$155kDetected 1 day ago
ExcelAccount RetentionCommunication
About the role
- We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential.
- A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
- Try new things, learn new skills and discover what you excel at-all from Day One.
Requirements
- Bachelor's degree, or equivalent work experience
- Strong knowledge of finance, economics and general business
- Ability to effectively present investment strategies to clients
- Ability to make critical decisions independently
- Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Nice to have
- Preferred Skills/Experience
Compensation
- $126,810.00 - 154,990.00
Benefits
- Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.
- That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.
- Our benefits include the following:
- 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
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Review our full benefits available by employment status here.
Company info
- 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).
Equal opportunity
- equal opportunity employer.
Visa & Work Authorization
- Citizenship and Immigration Services
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This listing is sourced directly from Elavon Inc.'s careers page and normalized into a canonical job model.