Head of MOSIP Program

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Build new direct relationships with MOSIP, identify and assess potential clients, lead formal presentations to agency governing boards, and secure commitments and funding.

• Develop and oversee an active sales pipeline to support annual targets, including weekly updates and participation in monthly sales reviews and quarterly meetings.

• Regularly meet with current clients and prospects, emphasizing in-person interactions.

• Oversee the creation of meeting materials, prepare for meetings, review investment policies and pertinent data, and ensure timely follow-up with prospects, clients, and shareholders.

• Represent PFMAM and key clients at local government trade association conferences and events.

• Acquire and utilize comprehensive knowledge of PFMAM products and services.

• Collaborate with internal partners to onboard new client accounts and address the needs of existing clients and shareholders.

• Develop creative strategies to inform clients and prospects about market trends and investment opportunities.

• Concentrate on sales and relationship management for current Missouri clients while establishing new connections with public entity clients.

⛳️ Requirements

• Typically requires a bachelor's degree or equivalent experience.

• Experience in portfolio management, sales, marketing, or relationship management with institutional or municipal clients.

• Must hold FINRA series 6 or 7 and 63 licenses, or complete the series 6 or 7 and 63 testing within 120 days of the start date.

• Generally has 10 or more years of experience.

• Strong connections with public sector clients.

• Proven business development experience.

• Knowledge of liquidity and fixed-income securities or similar banking products.

• Experience collaborating with or working in public sector and other institutional investors.

• Excellent interpersonal skills.

• Self-driven and highly organized.

• Proven track record of success in a dynamic and fast-paced environment.

• Ability to adhere to U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct as well as related workplace conduct and safety policies.

🏝️ Benefits

• Healthcare coverage (medical, dental, vision).

• Basic term and optional term life insurance.

• Short-term and long-term disability coverage.

• Pregnancy disability and parental leave.

• 401(k) and employer-funded retirement plan.

• Paid vacation (ranging from two to five weeks based on salary grade and tenure).

• Up to 11 paid holidays.

• Adoption assistance.

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise mandated by law.

• Incentive and recognition programs.

• Equity stock purchase options.

• 401(k) contributions and pension plan.