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About the role
Key responsibilities & impact- 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
- 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
- Acquire new business and service existing accounts
- Possess in-depth knowledge of the firm’s products and services
- Cover the largest and most complex accounts and demonstrate consistently strong performance results
- In trading roles, contribute to the formation of firm's strategy
- Manage junior sales & relationship management staff
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
- Chartered Financial Analyst (CFA) certification is preferred
- Capital Markets knowledge and experience
- In-depth knowledge of the company’s products and services
- Strong relationship management and business development/sales skills
- Well-developed analytical and problem-solving skills
- Ability to work effectively with individuals and groups in managing customer relationships
- Excellent presentation, verbal and written communication skills
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementsalesmarketingrelationship managementbusiness developmentanalytical skillsproblem-solving skillspresentation skillscommunication skills
Soft Skills
relationship managementbusiness developmentanalytical skillsproblem-solving skillscommunication skills
Certifications
FINRA series 6FINRA series 7FINRA series 63Chartered Financial Analyst (CFA)
