Institutional Sales and Relationship Manager

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

About the role

USBAM is currently seeking a Relationship Manager to serve as the key point of contact to institutional clients in Florida & the Southeast. This individual will be charged with leading and strengthening client engagements. The relationship manager will establish and maintain client interface with CFOs, Finance Directors, and Investment Committees, providing capital market and economic updates, performance reviews, cash flow analysis advice, investment policy documentation, and investment strategy development.

The relationship manager works closely with the client service and portfolio management team to retain and grow existing assets, while taking the lead on managing the client review process.

Responsibilities

• Establish and maintain relationships with decision makers and primary contacts for assigned book of business.
• Coordinate information flow between staff, clients, and USBAM project and product managers on a regular basis.
• Coordinate preparation of client reports and other written communications.
• Present reports and other materials to clients at meetings.
• Analyze various options to come up with optimal investment solutions for our clients.
• Oversee and present investment analyses including performance, cash flow, and security analysis.
• Create innovative ways of educating clients and prospects on current market events and investment opportunities.
• Present and discuss thought leadership.
• Inform and educate clients about USBAM products and services.
• Support other sales, marketing, and service activities as appropriate.

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 120 days of start date.
• Typically has 10 or more years of experience.

Preferred Skills/Experience

• Capital Markets knowledge and experience.
• Chartered Financial Analyst (CFA) designation.
• In-depth knowledge of the company's products and services.
• Strong relationship management and business development/sales skills.
• Well-developed analytical and problem-solving skills.
• Ability to work effectively with individuals and groups in managing customer relationships.
• Excellent presentation, verbal, and written communication skills.

Schedule

This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. This position also requires 5 or more hours of driving per week.

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. Our benefits include the following:

• 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.

Pay

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. Pay Range: $103,950.00 - $127,050.00.

In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution, and pension (all benefits are subject to eligibility requirements).