Institutional Sales & Relationship Manager

U.S. Bank • Charlotte, NC

10d • Hybrid

About The Position

This position will focus on the sales and relationship management of existing clients in North Carolina, including shareholders of the North Carolina Investment Pool (NCIP). It will also focus on developing new relationships with public entity and other institutional clients. The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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 120 days of start date
• Typically has 10 or more years of experience

Nice To Haves

• Deep understanding of North Carolina local governments, including finance staff, decision-making processes, and core financial operations such as budgeting, cash management, and debt issuance
• Capital markets knowledge and experience
• In-depth knowledge of the company’s products and services
• Demonstrated strength in relationship management and business development/sales
• Well-developed analytical and problem-solving skills
• Ability to work effectively both independently and collaboratively in managing customer relationships
• Excellent presentation, verbal, and written communication skills

Responsibilities

• Focus on developing new client relationships, identifying and qualifying prospective clients, leading formal presentations to agency governing boards, and working to gain commitment and funding.
• Develop and leverage in-depth knowledge of PFMAM’s products and services and promote the full breadth of PFMAM capabilities across multiple client sectors within North Carolina.
• Work closely with client service staff, marketing, and product teams to drive asset growth, ensure smooth implementation of new client accounts, and support current client needs.
• Meet regularly with existing clients and prospects while proactively developing new relationships for PFMAM’s local government investment pool (LGIP) in North Carolina, the North Carolina Investment Pool (NCIP).
• Support separately managed account (SMA) sales, as well as identify multi-asset and outsourced chief investment officer (OCIO) opportunities, including preparing materials for meetings, and ensuring appropriate follow-up with prospects and clients.
• Proactively develop and manage an active pipeline in support of annual sales and asset growth goals, including providing weekly updates and participating in monthly sales reviews and quarterly meetings.
• Act as a relationship manager for the assigned client base and collaborate closely with client service and portfolio management teams to retain and grow existing assets, while leading the new client onboarding process.
• Leverage market expertise to generate and share territory-specific feedback with portfolio management and marketing teams on a regular basis to support the tailored development of marketing campaigns and product strategy.
• Represent PFMAM and key clients by attending and presenting at local government trade association conferences and events.
• Develop innovative approaches to educate clients and prospects on current market conditions and investment opportunities.

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: Senior