Institutional Sales – Relationship Manager
U.S. Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $98,175 - $115,500 per year
Job Level
SeniorLead
About the role
- This role within the Institutional Advisory Group (IAG) is primarily responsible for all sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory.
- Will work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth.
- Responsible for both the Relationship Management and Sales roles and typically this position covers a broad range of responsibilities.
- The incumbent will be responsible for acquiring new business and servicing existing accounts.
- Possesses in-depth knowledge of the firm’s products and services.
- Covers the largest and most complex accounts and demonstrates consistently strong performance results.
- May supervise day-to-day work of junior employees.
Requirements
- Typically a bachelor's degree or equivalent experience
- Experience in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment)
- Must be FINRA series 6 or 7, 63 licensed or complete 6 or 7, 63 testing within 90 days of start date
- Typically has 10 or more years of experience
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio managementsalesmarketingrelationship management
Soft skills
communicationleadershipclient serviceteam collaborationperformance results
Certifications
FINRA series 6FINRA series 7FINRA series 63