Institutional Sales & Relationship Manager

About the role

This role is primarily responsible for sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to local government prospects and clients within the State of New York. The individual in this role will work closely with client service staff, marketing, and product teams to drive revenue growth. The position encompasses both relationship management and sales responsibilities, specifically focused on marketing the shares of a local government investment program in New York State.

Responsibilities

• Work closely with client service staff, marketing, and product teams to drive revenue growth
• Acquire new business, service existing accounts, and directly interface with the program’s Board of Directors and sponsoring associations
• Cover a wide range of local government accounts throughout the State of New York
• Extensive travel across the state, including some overnight travel, required
• Attend various industry conferences

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
• Deep knowledge of the local government landscape in New York State
• 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 capabilities
• Able to work effectively both independently and collaboratively in managing customer relationships
• Excellent presentation, verbal, and written communication skills

Qualifications

• 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
• Deep knowledge of the local government landscape in New York State
• 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 capabilities
• Able to work effectively both independently and collaboratively in managing customer relationships
• Excellent presentation, verbal, and written communication skills

Skills

• Deep knowledge of the local government landscape in New York State
• 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 capabilities
• Able to work effectively both independently and collaboratively in managing customer relationships
• Excellent presentation, verbal, and written communication skills

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

Pay

$103,950.00 - 127,050.00

Schedule

Full-time