Institutional Sales and Relationship Manager - Remote

Overview

The Institutional Sales and Relationship Manager at U.S. Bank is responsible for developing new business and managing relationships with institutional clients, focusing on public agencies in Texas.

In Short

• Join a team focused on new business development and client management.
• Work primarily with public entity and corporate institutional clients.
• Develop and manage an active sales pipeline to meet annual goals.
• Conduct formal presentations to agency governing boards.
• Prepare meeting materials and ensure follow-up with clients.
• Attend local government trade association conferences.
• Gain knowledge of PFMAM’s products and services.
• Collaborate with internal partners for client account implementation.
• Educate clients on market events and investment opportunities.
• Opportunity to work from home with a focus on Texas clients.

Requirements

• Bachelor's degree or equivalent experience.
• 10+ years of experience in portfolio management or relationship management.
• Must be FINRA series 6 or 7 and 63 licensed.
• Experience in business development preferred.
• Knowledge of liquidity and fixed-income securities.
• Strong interpersonal skills and self-motivated.
• Ability to work in a dynamic and fast-paced environment.

Benefits

• Comprehensive healthcare options (medical, dental, vision).
• Life insurance and disability coverage.
• 401(k) and employer-funded retirement plan.
• Paid vacation and holidays.
• Adoption assistance.
• Sick and Safe Leave accruals.