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Institutional Sales & Relationship Manager
Company | U.S. Bank National Association |
Address | , Minneapolis, 55402, Mn |
Employment type | FULL_TIME |
Salary | $99,365 - $128,590 a year |
Expires | 2023-07-11 |
Posted at | 11 months ago |
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.
Responsible for promoting the full breadth of PFM Asset Management LLC (PFMAM) capabilities to governmental entities within the State of Minnesota. Will work closely with portfolio managers, client service staff, marketing, and product teams to drive asset growth.
Proactively develops new relationships for PFMAM’s Local Government Investment Pools (LGIPs) in Minnesota, the Minnesota School District Liquid Asset Fund Plus (MSDLAF+) and the Minnesota Counties Investing for Governments (MAGIC) Fund.
Also, will work to establish Separately Managed Accounts (SMA) and Multi-Asset Class Management (MACM) accounts with local governments in Minnesota and other institutional prospects and clients.
Develops and manages active pipeline in support of annual sales and asset growth goals.
Acts as a senior relationship manager for assigned client list and works closely with the client service and portfolio management teams to retain and grow existing assets, while also taking the lead on managing the client review process.
Leverages market expertise to generate and share territory specific feedback with the portfolio management and marketing team on a regular basis, allowing for customized development of marketing campaigns and product strategy.
- Bachelor's degree, or equivalent work experience
- Seven or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients
- FINRA series 7 and 63 licensed or complete 7, 63 testing within 120 days of start date
Preferred Skills/Experience
- In-depth knowledge of the company's products and services
- Certified Financial Analyst (CFA) certification
- 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
- Capital Markets knowledge and experience
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):
- Short-term and long-term disability
- Pregnancy disability and parental leave
- Up to 11 paid holiday opportunities
- Healthcare (medical, dental, vision)
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Adoption assistance
- Basic term and optional term life insurance
- 401(k) and employer-funded retirement plan
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
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