Institutional Sales and Relationship Manager

at  US Bank National Association

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 all sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory. Will work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth. Proactively develops new relationships for Separately Managed Accounts (SMA) and direct Money Market Fund (MMF) sales with institutional prospects and clients. Develops and manages active pipeline in support of annual sales goals, including weekly updates and active participation in monthly sales reviews. Acts as a senior relationship manager for assigned SMA book of business. Works closely with client service and portfolio management team to retain and grow existing assets, while taking the lead on managing the client review process. Generates RFP opportunities and leads the oversight of the response process, with primary responsibility for recommending pricing and determining composite strategy selection, and managing all aspects related to finalist presentations. Leverages market expertise to generate and share territory specific feedback with the product 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 7 and 63 licensed or complete 7, 63 testing within 120 days of start date

Preferred Skills/Experience

• 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

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.

• 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 la