Institutional Sales & Relationship Manager
About The Position
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. USBAM is currently seeking a Relationship Manager to work with institutional clients in Florida & the Southeast. The relationship manager will work with senior team members to establish and maintain client interface with CFOs, Finance Directors, and Investment Committees, and others, in general, providing capital market and economic updates, performance reviews, advice on cash flow analysis, investment policy documentation, and investment strategy development.
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 five or more years of experience
Nice To Haves
- Capital Markets knowledge and experience
- Chartered Financial Analyst (CFA) certification
- 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
- Establish and maintain relationships with decision makers and primary contacts for assigned book of business.
- Coordinate information flow between staff, clients, and USBAM project and product managers on a regular basis.
- Coordinate preparation of client reports and other written communications.
- Present reports and other materials to clients at meetings.
- Analyze various options to come up with optimal investment solutions for our clients.
- Oversee and present investment analyses including performance, cash flow, and security analysis.
- Create innovative ways of educating clients and prospects on current market events and investment opportunities.
- Present and discuss thought leadership.
- Inform and educate clients about USBAM products and services; and
- Support other sales, marketing and service activities as appropriate.
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
- incentive and recognition programs
- equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
