OCIO Relationship Manager
U.S. Bank
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Illinois • Minnesota • United States
Visit company websiteExplore more
Salary
💰 $105,400 - $124,000 per year
About the role
- 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
- 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 & 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