Institutional Sales and Relationship Manager

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

📋 Description

• Accountable for all sales initiatives that showcase the comprehensive capabilities of U.S. Bancorp Asset Management (USBAM) to institutional prospects, clients, bank partners, and various external influencers within a designated geographic area.

• Collaborate closely with portfolio managers, client service teams, marketing, and product departments to stimulate revenue growth.

• This role encompasses both Relationship Management and Sales responsibilities, typically involving a wide range of tasks.

• Tasked with acquiring new business opportunities while also managing existing accounts.

• Holds extensive knowledge of the firm’s offerings and services.

• Manages the largest and most intricate accounts while consistently achieving strong performance metrics.

• May oversee the daily activities of junior staff members.

⛳️ Requirements

• Generally requires a bachelor's degree or equivalent professional experience.

• Background in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment) is essential.

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

• Typically possesses 10 or more years of relevant experience.

🏝️ Benefits

• Healthcare coverage (medical, dental, vision).

• Basic term and optional term life insurance.

• Short-term and long-term disability benefits.

• Pregnancy disability and parental leave.

• 401(k) plan along with an employer-funded retirement plan.

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

• Up to 11 paid holiday opportunities.

• Adoption assistance.

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