Institutional Sales and Relationship Manager

🕒 July 28

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $104k - $127k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

👻 Ghost score 37%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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U.S. Bank

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🛡️ Insurance

💰 $55M Post IPO debt on 2023-10

Banking • Finance • Insurance

U. S. Bank is a large, diversified commercial bank and financial services company. It operates retail and branch banking, corporate and commercial banking, lending and credit underwriting, wealth management, investment and asset management, and offers insurance and other financial products. The company serves consumer and business customers through physical branches, digital and contact-center channels, and maintains a multinational presence (locations in the United States, Canada, Europe and India). It is a Member FDIC institution and emphasizes customer-focused services, inclusion, and career development.

📋 Description

• Manage sales and relationships with existing Missouri clients, including MOSIP shareholders • Develop new relationships with public entity and corporate institutional clients • Identify and qualify prospective clients, lead formal presentations to agency governing boards, and secure commitment and funding • Promote PFMAM products and services across multiple client sectors in Missouri and surrounding states • Collaborate with client service, marketing, and product teams to drive asset growth and implement new client accounts • Meet with existing clients and prospects to develop relationships for MOSIP • Support SMA sales and identify multi-asset and OCIO opportunities • Prepare meeting materials, review investment policies and relevant data, and follow up with prospects and clients • Manage an active sales pipeline toward annual sales and asset growth goals • Provide weekly pipeline updates and participate in monthly sales reviews and quarterly meetings • Act as relationship manager for assigned clients and retain and grow existing assets • Lead new client onboarding • Share territory-specific market feedback with portfolio management and marketing teams • Represent PFMAM and clients at local government trade association conferences and events • Educate clients and prospects on market conditions and investment opportunities

🎯 Requirements

• Typically a bachelor's degree or equivalent experience • Experience in portfolio management, sales, marketing, or relationship management with institutional clients in a Business to Business environment • Must be FINRA Series 6 or 7 and 63 licensed, or complete Series 6 or 7 and 63 testing within 120 days of start date • Typically 10 or more years of experience • Deep understanding of Missouri school districts and school finance, as well as local governments, including finance staff, decision-making processes, budgeting, cash management, and debt issuance • Strong capital markets knowledge and experience • In-depth knowledge of the company’s products and services • Demonstrated strength in relationship management and business development/sales • Well-developed analytical and problem-solving skills • Ability to work effectively independently and collaboratively in managing customer relationships • Excellent presentation, verbal, and written communication skills • Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies

🏖️ Benefits

• Annual discretionary incentive eligibility • 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 (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 • Incentive and recognition programs • Equity stock purchase • 401(k) contribution and pension