Institutional Sales & Relationship Manager

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.

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

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, veteran status, and other factors protected under applicable law.

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. Pay Range: $99,540.00 - 121,660.00.

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