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. It will work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth.
Responsibilities
Promote U.S. Bancorp Asset Management capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory.
Work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth.
Oversee both relationship management and sales roles, covering a broad range of responsibilities.
Acquire new business and serve existing accounts.
Apply in-depth knowledge of the firm’s products and services.
Manage the largest and most complex accounts, consistently achieving strong performance results.
Contribute to the formation of the firm’s strategy in trading roles.
Manage junior sales and relationship management staff.
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 90 days of start date.
Typically has 10 or more years of experience.
Preferred Skills / Experience
Chartered Financial Analyst (CFA) certification.
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.
Schedule
The role offers a hybrid/flexible schedule, with an in‑office expectation of 3 or more days per week and the flexibility to work outside the office location for the remaining days.
Benefits
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
Equity stock purchase
Equal Opportunity Employer
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.
Background Checks
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.
Salary Range
Pay range: $133,365.00 - $156,900.00. 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.
Background Eligibility
U.S. Bank will consider qualified applicants with arrest or conviction records for employment.
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PFMAM Director - Minnesota
U.S. Bank · Minneapolis, MN, USA ·
- Pay:
- $133,365-$156,900/yr
- Job type:
- Full Time