Institutional Sales & Relationship Manager

Relationship Manager

U.S. Bank is currently seeking a Relationship Manager to work with institutional clients in Florida & the Southeast. The relationship manager will work with senior team members to establish and maintain client interface with CFOs, Finance Directors, and Investment Committees, and others, in general, providing capital market and economic updates, performance reviews, advice on cash flow analysis, investment policy documentation, and investment strategy development.

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; and
• Support other sales, marketing and service activities as appropriate.

Basic 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 120 days of start date
• Typically has five or more years of experience

Preferred Skills/Experience:

• Capital Markets knowledge and experience
• Chartered Financial Analyst (CFA) certification
• 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

The 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.

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
• 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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Pay Range: $86,400.00 - 105,600.00