Business Development Officer

About the role

This role within the Institutional Advisory Group (IAG) is primarily responsible for all sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory. Will work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth. Responsible for both the Relationship Management and Sales roles and typically this position covers a broad range of responsibilities. The incumbent will be responsible for acquiring new business and servicing existing accounts. Possesses in-depth knowledge of the firm’s products and services.

Responsibilities

• Work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth.
• Manage junior sales & relationship management staff.
• Contribute to the formation of firm's strategy in trading roles.
• Acquire new business and service existing accounts.
• Possesses in-depth knowledge of the company’s products and services.
• Manage the largest and most complex accounts and demonstrate consistently strong performance results.

Requirements

• 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 90 days of start date.
• Chartered Financial Analyst (CFA) certification preferred.
• Capital Markets knowledge and experience preferred.
• In-depth knowledge of the company’s products and services preferred.
• Strong relationship management and business development/sales skills preferred.
• Well-developed analytical and problem-solving skills preferred.
• Excellent presentation, verbal and written communication skills preferred.

Qualifications

• 10 or more years of experience preferred.
• 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 90 days of start date.

Skills

• Chartered Financial Analyst (CFA) certification preferred.
• Capital Markets knowledge and experience preferred.
• In-depth knowledge of the company’s products and services preferred.
• Strong relationship management and business development/sales skills preferred.
• Well-developed analytical and problem-solving skills preferred.
• Excellent presentation, verbal and written communication skills preferred.

Benefits

• 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
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Adoption assistance
• Equity stock purchase
• Pension (subject to eligibility requirements)

Pay

$147,420.00 - 180,180.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.