OCIO Relationship Manager

U.S. Bank

. Manage and maintain relationships with institutional OCIO clients, providing high-quality service and ongoing support for discretionary investment advisory solutions.

Posted 4/3/2026full-timeMinneapolis • Illinois, Minnesota • 🇺🇸 United StatesSeniorLead💰 $105,400 - $124,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and maintain relationships with institutional OCIO clients, providing high-quality service and ongoing support for discretionary investment advisory solutions.
Support business development initiatives by promoting USBAM’s OCIO investment management services to prospective clients.
Focus on servicing and developing relationships within Public, Taft-Hartley (Labor Union), Non-Profit, and Corporate client segments.
Conduct investment and review meetings with institutional clients via phone, virtual platforms, or in person, as appropriate.
Educate clients and prospects on current market conditions, investment strategies, and opportunities.
Help expand the USBAM OCIO business by identifying sales leads, participating in prospect meetings, attending regional and national industry conferences, and supporting proposal development and finalist presentations.
Collaborate with and support other USBAM colleagues in sales, marketing, and client service activities, as appropriate.

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio managementinvestment advisorysalesmarketingrelationship managementclient servicingproposal developmentinvestment strategiesmarket analysisbusiness development

Soft Skills

communicationclient relationship managementcollaborationeducational skillspresentation skillsorganizational skillsinterpersonal skillsproblem-solvingleadershipnegotiation

Certifications

FINRA series 6FINRA series 7FINRA series 63