Top 5 Wealth management director Jobs in Minneapolis Mn

Ascent Director of Investments - Minneapolis, MN
U.S. Bank National Association —Minneapolis, MN
- $133,365 - $172,590 a year
- Full-time
- Office
- Master's degree
- Business development
- Paid holidays
- Disability insurance
Director, Wealth Management Credit Card
Royal Bank of Canada —Minneapolis, MN
- $140,000 - $260,000 a year
- Full-time
- Office
- 8 years
- Product management
- Disability insurance
- Health insurance
Inv Strat Tm Program Director
Old National Bank —Minneapolis, MN
- $127,900 - $258,600 a year
- Full-time
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
Director of Financial Planning
Northwestern Mutual —Minnetonka, MN
- $90,000 - $120,000 a year
- Full-time
- 5 years
- Writing skills
- Office
Quick Apply
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Dir, Product Wealth Management
Thrivent —Minneapolis, MN
- $177,984 - $240,803 a year
- Full-time
- Remote
- Supervising experience
- Bachelor's degree
- Continuous improvement
- Paid parental leave
- Health savings account
Quick Apply

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Ascent Director of Investments - Minneapolis, MN

U.S. Bank National Association -
Minneapolis, MN

Apply Now

Job Details

Full-time
$133,365 - $172,590 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Financial model construction
Financial model development
Financial accounting

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. 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.

Job Description

The Ascent division of U.S. Bank’s Wealth Management Group exclusively serves a limited number of ultra‑high‑net‑worth clients, each with a net worth exceeding $75 million. The Director of Investments is responsible for directly managing these clients' investment portfolios while also assisting senior advisors with portfolio management and business development efforts.

Key daily tasks include creating personalized client portfolios and related performance reports, delivering prompt and relevant investment updates to clients, and preparing materials and models for both internal and external meetings. The Director of Investments collaborates closely with the Managing Directors of Investments to ensure consistent implementation of investment strategies across all accounts and organizes transition plans as appropriate. This position will have direct client contact as part of supporting the Managing Directors.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Seven or more years of experience in a portfolio/wealth management role

Preferred Skills/Experience

Effective interpersonal, verbal and written communication skills are required

Advanced understanding of finance/accounting/investments and portfolio construction, and financial modeling skills are required
Strong Microsoft Excel skills
Two or more years of experience working with alternative assets
CFA designation
Master's degree

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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
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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $141,210.00 - 172,590.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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.

Posting may be closed earlier due to high volume of applicants.

Apply Now

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wealth management director jobs in minneapolis mn

Ascent Director of Investments - Minneapolis, MN

Director, Wealth Management Credit Card

Inv Strat Tm Program Director

Director of Financial Planning

Dir, Product Wealth Management

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