Institutional Sales and Relationship Manager

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

U.S. Bancorp Asset Management, Inc. (USBAM) is currently seeking an Institutional Sales and Relationship Manager to join with other team members in new business development and client management for its investment advisory practice in California. The role will be based in San Francisco, with consideration for other hub locations in the state. This position affords the successful candidate an opportunity to join other seasoned professionals in working with institutional investors to build new relationships and service existing clients. We seek a self-motivated professional who can identify and pursue opportunities, meet and exceed client deliverables to ensure retention and drive asset growth.

This position will initially focus on sales and relationship management of shareholders for the California Asset Management Program (CAMP), a local government investment pool that provides services to municipalities throughout the state.

Key tasks include:

• Focuses on developing new direct relationships, identify and qualify prospective clients and CAMP shareholders, lead formal presentations to agency governing boards, and work to gain commitment and funding;

• Develops and manages active pipeline in support of annual sales goals, including weekly updates and active participation in monthly sales reviews and quarterly meetings;

• Meet with existing shareholders and prospects (prioritizing in-person meetings) on a frequent basis;

• Lead development of meeting materials, including but not limited to preparing materials for meetings, reviewing investment policies and other relevant data, and ensuring appropriate follow up with prospects, clients, and shareholders;

• Represent USBAM and our key clients by attending local government trade association conferences and events;

• Gain and leverage in-depth knowledge of USBAM’s products and services

• Work with internal partners to ensure smooth implementation of new client accounts and towards fulfillment of current client and shareholder needs;

• Create innovative ways of educating clients and prospects on current market events and investment opportunities.

• May supervise work of junior employees

Qualified applicants should have substantial sales experience, working knowledge of California public agencies, knowledge of liquidity and fixed-income securities or comparable bank offerings, and experience working in or with public sector and other institutional investors.  Individuals interested in this role should possess strong interpersonal skills, be self-motivated, highly organized and have demonstrated success working in a dynamic and fast-paced environment.

REQUIREMENTS

• Bachelor's degree with at least 7 years of related sales experience, preferably in the public sector/municipal finance, banking, investment management, trust or financial services arenas.

• Current, active Series 6/7 & 63 certifications are desired, or candidate must be willing to obtain within 90 days of start date as a requirement of employment in this role.

• Strong knowledge of fixed income funds, short and intermediate term fixed income investments, and money market instruments.

• Self-motivated and proactive to identify new opportunities.

• Excellent presentation, verbal, and written communication skills

• Well-developed analytical and problem-solving skills; fast learner

• High proficiency with Microsoft Office products, especially Power Point and Excel

• Ability to manage and prioritize multiple tasks and adapt to a changing, fast-paced environment.

• Ability to operate successfully in a team environment.

• Strong customer orientation.

• Ability to travel on average 60% per week, primarily within California, to meet position requirements

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations f