Institutional Sales & Relationship Manager
About this role
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 Florida & the Southeast. 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 USBAM 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 USBAM products and services; and
Support other sales, marketing and service activities as appropriate.
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 6 or 7, 63 licensed or complete 6 or 7, 63 testing within 120 days of start date
- Typically has 10 or more years of experience
Preferred Skills/Experience
Capital Markets knowledge and experience
Chartered Financial Analyst (CFA) designation
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
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.
This position also requires 5 or more hours of driving per week.
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:
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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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: $99,540.00 - 121,660.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
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You'll be redirected to usbank's official application page on Workday.