Institutional Sales and Relationship Manager

🕒 July 23

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $104k - $127k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

👻 Ghost score 21%

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

Founded 1863

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

U. S. Bank is a major financial services institution headquartered in the United States, providing a wide range of banking and financial products to individuals and businesses. The bank offers services in retail banking, corporate banking, wealth management, credit underwriting, and investment management. With a commitment to diversity, equity, and inclusion, U. S. Bank emphasizes the importance of culture and values, offering career growth opportunities and supporting the health and wellness of its employees. U. S. Bank engages with communities and provides educational resources to enhance financial literacy. As a member of the FDIC, it ensures the security of its deposit products, although investment and insurance products are not FDIC insured and may lose value.

📋 Description

• Manage sales and relationships for 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 client sectors in Missouri and surrounding states • Collaborate with client service, marketing, and product teams to drive asset growth and implement new accounts • Meet with existing clients and prospects while developing relationships for MOSIP, Missouri’s local government investment pool • 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 • Develop and manage an active sales pipeline supporting annual sales and asset growth goals • Provide weekly pipeline updates and participate in monthly sales reviews and quarterly meetings • Manage assigned client relationships and collaborate with client service and portfolio management teams to retain and grow 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 • Applicants must comply with applicable employment eligibility verification and background-check requirements

🏖️ 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 (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 • Equity stock purchase • 401(k) contribution and pension • Incentive and recognition programs