Institutional Sales and Relationship Manager - Remote

Overview

U.S. Bank is seeking an Institutional Sales and Relationship Manager to manage new business development and client management for its investment advisory practice in Missouri, with a focus on building relationships with public agencies and corporate institutional clients.

In Short

• Manage and develop client relationships in Missouri.
• Focus on sales and relationship management with institutional clients.
• Lead presentations to agency governing boards.
• Develop and manage an active sales pipeline.
• Conduct frequent meetings with clients and prospects.
• Prepare meeting materials and follow up with stakeholders.
• Attend local government trade association conferences.
• Collaborate with internal teams for client account implementation.
• Educate clients on market events and investment opportunities.
• Work in a dynamic and fast-paced environment.

Requirements

• Bachelor's degree or equivalent experience.
• Experience in portfolio management, sales, or relationship management.
• FINRA series 6 or 7 and 63 licensed or must obtain within 90 days.
• 10+ years of experience preferred.
• Chartered Financial Analyst (CFA) certification is a plus.
• Business development experience preferred.
• Knowledge of liquidity and fixed-income securities.
• Strong interpersonal skills and self-motivated.
• Highly organized with a proven track record in sales.

Benefits

• Comprehensive healthcare plans.
• Life insurance options.
• Short-term and long-term disability coverage.
• 401(k) and employer-funded retirement plan.
• Paid vacation and holidays.
• Adoption assistance.
• Sick leave accruals.
• Equity stock purchase options.
• Incentive and recognition programs.