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

USBAM is currently seeking a Relationship Manager to serve as the key point of contact to institutional clients in California. This individual will be charged with leading and strengthening client engagements. The relationship manager will 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 of cash flow analysis, investment policy documentation, and investment strategy development. The relationship manager 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.

• Establish and maintain relationships with decision makers and primary contacts for assigned book of business.
• Coordinate information flow between staff, clients, and PFMAM 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 PFMAM products and services; and
• Support other sales, marketing and service activities as appropriate.

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
• Certified 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

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 la