Institutional Sales and Relationship Manager

🕒 Julho 23

🏰 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

Fundada em 1863

💼 Consultoria

🛡️ Seguros

📦 Logística

Consulting • Insurance • Logistics

O U. S. Bank é uma importante instituição de serviços financeiros sediada nos Estados Unidos, oferecendo uma ampla gama de produtos bancários e financeiros para indivíduos e empresas. O banco oferece serviços em banco de varejo, banco corporativo, gestão de patrimônios, concessão de crédito e gestão de investimentos. Com compromisso com a diversidade, equidade e inclusão, o U. S. Bank enfatiza a importância da cultura e dos valores, oferecendo oportunidades de crescimento profissional e apoiando a saúde e bem-estar de seus funcionários. O U. S. Bank interage com comunidades e fornece recursos educacionais para aprimorar a educação financeira. Como membro do FDIC, garante a segurança de seus produtos de depósito, embora produtos de investimento e seguro não sejam segurados pelo FDIC e possam perder valor.

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