Institutional Sales – Relationship Manager

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

📋 Description

• Accountable for sales initiatives that highlight U.S. Bancorp Asset Management (USBAM) offerings to local government prospects and clients within the State of New York.

• Collaborate closely with client service personnel, marketing, and product teams to enhance revenue growth.

• Focus on acquiring new clients, servicing current accounts, and engaging directly with the program’s Board of Directors and sponsoring associations.

• Maintain a comprehensive understanding of the firm’s products and services while covering a diverse array of local government accounts throughout New York State.

• Requires significant travel across the state, including occasional overnight stays, and necessitates participation in various industry conferences.

⛳️ Requirements

• Generally requires a bachelor's degree or an equivalent level of experience.

• Background in portfolio management, sales, marketing, or relationship management with institutional clients in a Business to Business setting.

• Must hold a FINRA series 6 or 7, 63 license or successfully complete the 6 or 7, 63 testing within 90 days of the start date.

• Typically requires 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 coverage.

• Pregnancy disability and parental leave benefits.

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

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

• Up to 11 paid holidays annually.

• Adoption assistance available.

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