Institutional Sales and Relationship Manager

🕒 Julho 28

🏰 Missouri – Remoto

🏰 Missouri – Remote

💵 $103.950 - $127.050 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Gerente de Contas

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U.S. Bank

SiteLinkedInTodas as Vagas

10.000+ funcionários

🏦 Bancário

💸 Finanças

🛡️ Seguros

💰 $55.000.000 Post IPO debt em 2023-10

Banking • Finance • Insurance

O U. S. Bank é uma grande e diversificada empresa de serviços bancários e financeiros comerciais. Opera com banco de varejo e agências, banco corporativo e comercial, concessão de empréstimos e avaliação de crédito, gestão de patrimônio, gestão de investimentos e ativos, e oferece seguros e outros produtos financeiros. A empresa atende consumidores e clientes empresariais por meio de agências físicas, canais digitais e de contact center, e mantém uma presença multinacional (localizações nos Estados Unidos, Canadá, Europa e Índia). É uma instituição Membro do FDIC e enfatiza serviços focados no cliente, inclusão e desenvolvimento de carreira.

Descrição

• Focus on developing new client relationships, identifying and qualifying prospective clients, leading formal presentations to agency governing boards, and working to gain commitment and funding. • Develop and leverage in-depth knowledge of PFMAM’s products and services and promote the full breadth of PFMAM capabilities across multiple client sectors within Missouri and surrounding states. • Work closely with client service staff, marketing, and product teams to drive asset growth, ensure smooth implementation of new client accounts, and support current client needs. • Meet regularly with existing clients and prospects while proactively developing new relationships for PFMAM’s local government investment pool (LGIP) in Missouri, the Missouri Securities Investment Program (MOSIP). • Support separately managed account (SMA) sales, as well as identify multi-asset and outsourced chief investment officer (OCIO) opportunities, including preparing materials for meetings, reviewing investment policies and relevant data, and ensuring appropriate follow-up with prospects and clients. • Proactively develop and manage an active pipeline in support of annual sales and asset growth goals, including providing weekly updates and participating in monthly sales reviews and quarterly meetings. • Act as a relationship manager for the assigned client base and collaborate closely with client service and portfolio management teams to retain and grow existing assets, while leading the new client onboarding process. • Leverage market expertise to generate and share territory-specific feedback with portfolio management and marketing teams on a regular basis to support the tailored development of marketing campaigns and product strategy. • Represent PFMAM and key clients by attending and presenting at local government trade association conferences and events. • Develop innovative approaches to educate clients and prospects on current market conditions and investment opportunities.

🎯 Requisitos

• 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

🏖️ Benefícios

• 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