See more Collapse

IT&C Investment Services Account Manager

1 month ago

Milwaukee, United States U.S. Bank Full time

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 DescriptionResponsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes. Account Managers serve as one of the client’s primary contacts, delivering a high level of customer service and is responsible for retention and expansion of relationship revenue as well as expense management. Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity within accounts is in accordance with governing agreements, regulatory and legal requirements, and within U.S. Bank procedural guidelines relative to new, existing and closing accounts.
Basic Qualifications
- Associate’s degree, or equivalent work experience
- Typically five to eight years of job-related experience, preferably in institutional trust and/or financial industry
Preferred Skills/Experience
- Thorough knowledge of trust administration, products and sales
- Thorough knowledge of account management, trust operations, project management, and legal regulations
- Strong ability to develop new business
- Ability to resolve complex problems with minimal guidance
- Effective interpersonal, verbal and written communication skills

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 (some may vary based on role, location or hours):

  • 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

We have other current jobs related to this field that you can find below

  • It&c Investment Services Account Manager

    1 week ago

    Milwaukee, United States U.S. Bank National Association Full time

    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,...

  • Manager Community Relations Investments

    4 weeks ago

    Milwaukee, United States Goodwill Industries of Southeastern Wisconsin, Inc. Full time

    Manager Community Relations Investments is responsible for planning, coordination, relationship management and leading the execution of Goodwill's Community Investments programs including: Sponsorships, Community Cares Community Assistance Program, Chamber relations and Professional Memberships. Ensures that investments are processed on time, on budget, and...

  • Assistant Director

    2 weeks ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. We're strong and growing.  In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing. We invest in our...

  • Assistant Director

    1 week ago

    MILWAUKEE, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. We're strong and growing.  In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and...

  • Assistant Director

    1 week ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. We're strong and growing.  In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing. We invest in our...

  • Assistant Director

    4 weeks ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. We're strong and growing.  In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing. We invest in our...

  • Assistant Director

    3 weeks ago

    Milwaukee, United States Northwestern Mutual Life Insurance Company Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing. We invest in our people. We...

  • Alternative Investments Accountant

    3 weeks ago

    Milwaukee, United States U.S. Bank National Association Full time

    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,...

  • Senior Investment Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Strategic Accounts Industry Director, Financial Services

    4 weeks ago

    Milwaukee, United States Get It Recruit - Finance Full time

    Join a Dynamic Team Redefining the Future of Building SolutionsAt our company, we're committed to revolutionizing buildings to serve people, communities, and the planet. As a global leader in smart, healthy, and sustainable building solutions, we're seeking passionate individuals to join our winning team and help shape the future of our industry. As part of...

  • Manager Community Relations Investments

    3 weeks ago

    Milwaukee, United States Goodwill Industries of Southeastern Wisconsin & Metropolitan Chicago Full time

    Manager Community Relations Investments is responsible for planning, coordination, relationship management and leading the execution of Goodwill’s Community Investments programs including: Sponsorships, Community Cares Community Assistance Program, Chamber relations and Professional Memberships. Ensures that investments are processed on time, on budget,...

  • Pwm P/c Portfolio Manager

    4 weeks ago

    Milwaukee, United States U.S. Bank National Association Full time

    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,...

  • Assistant Director

    2 weeks ago

    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. We're strong and growing.  In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and...

  • C&I Electrician

    2 weeks ago

    Milwaukee, United States ARCH SOLAR C&I INC Full time

    Job DescriptionJob DescriptionArch Solar C&I, Inc is now accepting applications for Electricians. We are a leader in the Solar industry, and we also provide electrical services to Commercial Customers.The role of the Electrician is to ensure that the Electrical & Solar teams provide consistent, high-quality, cost-effective, and timely deliverables and...

  • Senior Investment Consultant

    2 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    We care and make a positive difference. Provides proactive support for the investment needs and questions of field financial advisors and Wealth Management Advisors. The investment consultant will be a key resource for field advisors and registered representatives and will be instrumental in facilitating their investment-related client discussions. Carefully...

  • Arch Solar C&i, Project Manager

    3 weeks ago

    Milwaukee, United States ARCH SOLAR C&I INC Full time

    INTRODUCTION The purpose of this procedure is to define the authorities, responsibilities, principle duties, reporting relationships, and measures of performance for the role of Project Manager at Arch Solar C&I, Inc. POSITION DATA Position Title - Project Manager Salary wages $70,000 - $100,000 (commensurate on experience/abilities) Fair Labor...

  • 1834 Investment Advisor Client Service Specialist

    3 weeks ago

    Milwaukee, United States Old National Bank Full time

    Overview: - Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are _committed to social responsibility and investing in our communities...

  • Commercial Fuels Account Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States World Fuel Services Full time

    At World Kinect, our employees are the key to our global success. We are industry leaders due to the innumerable talents of our approximately 5000 strong professional team. Our people thrive in an entrepreneurial and culturally-diverse environment, where innovative thinking, collaboration and efficient execution are highly valued. Our high-performance...

  • Alternative Investments Accountant

    3 weeks ago

    Milwaukee, United States U.S. Bank National Association Full time

    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,...

  • Public Investments

    7 hours ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship program, running from the end of May 2025 to August 2025. Carefully selected from universities across the country, our interns bring distinctive ideas and...