Institutional Sales & Relationship Manager

About the role

USBAM is seeking a Relationship Manager to serve as the key point of contact to institutional clients in Florida & the Southeast. This individual will lead and strengthen client engagements, provide capital market and economic updates, perform cash flow analysis, and develop investment strategies.

Responsibilities

• Establish and maintain client interface with CFOs, Finance Directors, and Investment Committees.
• Provide performance reviews and advice on cash flow analysis.
• Create and present investment analyses including performance, cash flow, and security analysis.
• Develop and present innovative ways to educate clients on current market events and investment opportunities.
• Inform and educate clients about USBAM products and services.
• Coordinate information flow between staff, clients, and USBAM project and product managers.
• Prepare and present client reports and other written communications.
• Support other sales, marketing, and service activities as appropriate.

Requirements

• Bachelor's degree or equivalent experience.
• Typically 10+ years of experience in portfolio management, sales, marketing, or relationship management with institutional clients.
• FINRA Series 6 or 7, 63 licensed or completed within 120 days of start date.

Qualifications

• Capital Markets knowledge and experience.
• Chartered Financial Analyst (CFA) designation preferred.
• 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.
• Excellent presentation, verbal, and written communication skills.

Skills

• Ability to work effectively with individuals and groups in managing customer relationships.

Benefits

The role offers a hybrid/flexible schedule with 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.

Our benefits include:

• 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

Pay Range: $99,540.00 - 121,660.00