Institutional Sales & Relationship Manager at US Bank National Association
Charlotte, NC 28202, USA -
Full Time


Start Date

Immediate

Expiry Date

10 Jul, 25

Salary

144430.0

Posted On

10 Apr, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Groups

Industry

Banking/Mortgage

Description

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

This role within the Institutional Advisory Group (IAG) is primarily 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. Responsible for both the Relationship Management and Sales roles and typically this position covers a broad range of responsibilities. The incumbent will be responsible for acquiring new business and servicing existing accounts. Possesses in-depth knowledge of the firm’s products and services. Covers the largest and most complex accounts and demonstrates consistently strong performance results. May supervise day-to-day work of junior employees.

BASIC QUALIFICATIONS

  • 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 7 and 63 licensed or complete 7,63 testing within 120 days of start date
  • Typically has 10 or more years of experience
  • Chartered Financial Analyst (CFA) certification

PREFERRED SKILLS/EXPERIENCE

  • 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 customer relationships
  • Excellent presentation, verbal and written communication skills
Responsibilities

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.

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
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