OCIO Relationship Manager

U.S. Bank National Association • Minneapolis, MN

1d • Hybrid

About The Position

U.S. Bancorp Asset Management (USBAM) is currently seeking an experienced industry professional to support client management and business development efforts for its discretionary Outsourced Chief Investment Officer (OCIO) investment advisory practice. This role will serve as an OCIO Relationship Manager, responsible for managing institutional client relationships and contributing to the continued growth of USBAM’s OCIO business.

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

• 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 client relationships
• Excellent presentation, verbal, and written communication skills

Responsibilities

• Manage and maintain relationships with institutional OCIO clients, providing high-quality service and ongoing support for discretionary investment advisory solutions.
• Support business development initiatives by promoting USBAM’s OCIO investment management services to prospective clients.
• Focus on servicing and developing relationships within Public, Taft-Hartley (Labor Union), Non-Profit, and Corporate client segments.
• Conduct investment and review meetings with institutional clients via phone, virtual platforms, or in person, as appropriate.
• Educate clients and prospects on current market conditions, investment strategies, and opportunities.
• Help expand the USBAM OCIO business by identifying sales leads, participating in prospect meetings, attending regional and national industry conferences, and supporting proposal development and finalist presentations.
• Collaborate with and support other USBAM colleagues in sales, marketing, and client 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

What This Job Offers

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