Institutional Sales & Relationship Manager

U.S. Bank

6d

About The Position

This role within the Institutional Advisory Group (IAG) is primarily responsible for all sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory. Will work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth. Responsible for both the Relationship Management and Sales roles and typically this position covers a broad range of responsibilities. The incumbent will be responsible for acquiring new business and servicing existing accounts. Possesses in-depth knowledge of the firm’s products and services. Covers the largest and most complex accounts and demonstrates consistently strong performance results. May supervise day-to-day work of junior employees.

Requirements

• Typically a bachelor's degree or equivalent experience
• Experience in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment)
• Must be FINRA series 6 or 7, 63 licensed or complete 6 or 7, 63 testing within 90 days of start date
• Typically has 10 or more years of experience

Nice To Haves

• Chartered Financial Analyst (CFA) certification
• Capital Markets knowledge and experience
• In-depth knowledge of the company’s products and services
• Strong relationship management and business development/sales skills
• Well-developed analytical and problem-solving skills
• Ability to work effectively with individuals and groups in managing customer relationships
• Excellent presentation, verbal and written communication skills

Responsibilities

• Responsible for all sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory.
• Work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth.
• Responsible for both the Relationship Management and Sales roles
• Acquiring new business and servicing existing accounts.
• Covers the largest and most complex accounts and demonstrates consistently strong performance results.
• May supervise day-to-day work of junior employees.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level