Institutional Sales and Relationship Manager

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

📋 Description

• Establish new client connections and assess and qualify potential clients.

• Conduct formal presentations to agency governing boards, striving to secure commitment and funding.

• Advocate for PFMAM products and services across various client sectors in Missouri and neighboring states.

• Collaborate with client service, marketing, and product teams to enhance asset growth and onboard new client accounts.

• Oversee relationships with current clients and prospects for MOSIP.

• Assist in separately managed account sales and identify opportunities in multi-asset and OCIO sectors.

• Prepare meeting documents, review investment policies and pertinent data, and follow up with prospects and clients.

• Create and manage a proactive sales pipeline that supports annual sales and asset growth objectives.

• Provide weekly updates on the sales pipeline and engage in monthly sales reviews and quarterly meetings.

• Retain and increase existing assets while facilitating new client onboarding.

• Convey territory-specific market insights to portfolio management and marketing teams.

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

• Inform clients and prospects about market conditions and investment opportunities.

⛳️ Requirements

• Generally, a bachelor's degree or equivalent experience is required.

• Background in portfolio management, sales, marketing, or relationship management with institutional clients in a B2B setting is necessary.

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

• Typically requires 10 or more years of experience.

• Comprehensive knowledge of Missouri school districts and school finance, local governments, finance staff, decision-making processes, budgeting, cash management, and debt issuance is essential.

• Strong understanding and experience in capital markets is required.

• In-depth familiarity with the company's products and services is expected.

• Proven skills in relationship management and business development/sales are necessary.

• Well-honed analytical and problem-solving abilities are important.

• Capacity to work both independently and collaboratively in managing customer relationships is needed.

• Excellent presentation, verbal, and written communication skills are essential.

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

• Must meet all applicable employment eligibility verification and background check requirements.

🏝️ 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 support.

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

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

• Up to 11 paid holiday opportunities.

• Adoption assistance available.

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

• Incentive and recognition programs offered.

• Opportunity for equity stock purchase.

• 401(k) contribution benefits.

• Pension plan included.