Institutional Sales and Relationship Manager

US Bank

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.

 

Job Description

Responsible for promoting the full breadth of PFM Asset Management LLC (PFMAM) capabilities to multiple client sectors within the State of Nebraska. 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 Pool (LGIP) in Nebraska, the Nebraska Liquid Asset Fund (NLAF). Also, will work to establish Separately Managed Accounts (SMA) and Multi-Asset Class Management (MACM), OCIO (Outsourced Chief Investment Officer) and SMA (Separately Managed Accounts) with local governments in Nebraska and other institutional prospects and clients.

 

Proactively 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.

 

Basic Qualifications
- 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 6 and 63 licensed or complete 6, 63 testing within 120 days of start date

Preferred Skills/Experience
- A passion for Capital Markets with 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

 

Hybrid/flexible schedule:

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.

 

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):

  • 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

 

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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

 

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. Learn more about the E-Verify program.

 

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $91,290.00 - $107,400.00 - $118,140.00

Deadline for Applications: 
Monday, July 15, 2024
 
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State Conference

 

 Administrators' Days
2024
Younes Conference
Center North

Kearney, NE
July 24-26
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