Now Hiring - U.S. Bancorp - Relationship Manager in San Francisco, CA

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

PFM Asset Management LLC is currently seeking a Relationship Manager to serve as the key point of contact to institutional clients in California. This individual will be charged with leading and strengthening client engagements. The relationship manager will establish and maintain client interface with CFOs, Finance Directors, and Investment Committees, and others, in general, providing capital market and economic updates, performance reviews, advice of cash flow analysis, investment policy documentation, and investment strategy development.

Travel to clients throughout the region is required for this role. When not traveling, this person will work from PFMAM’s San Francisco office.

Responsibilities

• Establish and maintain relationships with decision makers and primary contacts for assigned book of business
• Coordinate information flow between staff, clients, and PFMAM project and product managers on a regular basis;
• Coordinate preparation of client reports and other written communications;
• Present reports and other materials to clients at meetings;
• Analyze various options to come up with optimal investment solutions for our clients;
• Oversee and present investment analyses including performance, cash flow, and security analysis;
• Create innovative ways of educating clients and prospects on current market events and investment opportunities;
• Present and discuss thought leadership;
• Inform and educate clients about PFMAM products and services; and
• Support other sales, marketing and service activities as appropriate.

Qualifications

Basic Qualifications

• Bachelor's degree.
• CFA, other professional financial designations and/or in progress toward a plus.
• A minimum of 5 years of relationship management or other highly related experience in the public sector, ERISA or not-for-profit arena. Experience in servicing governments, healthcare, higher education, and/or other not-for-profit institutional clients strongly preferred.

Preferred Qualifications

• FINRA Registrations - Series 6 and Series 63 or strong desire to become FINRA licensed
• Candidate should be well versed across the investible capital markets but especially in fixed income funds, short and intermediate-term fixed income investments, money market instruments.
• Independent and self-motivated.
• Ability to think and act strategically. Looks at issues affecting the team from a larger, longer-term perspective rather than just day-to-day task execution.
• Demonstrates flexibility when approaching complex situations and often uses creative methods/solutions to avoid conflicts and/or negative outcomes.
• Possesses a high degree investment acumen, institutional client-facing, and presentation skills.
• Self-starter who has excellent personal motivation with the ability to work collaboratively in a strong team environment as well as independently.
• Outstanding project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-paced environment.
• Ability to operate successfully in and lead a team environment. Willing to take on a variety of roles within a team including leader and facilitator.
• Demonstrates unwavering integrity and instills confidence in others.
• Desire to improve processes, take initiative and solve problems.
• Strong quantitative, problem solving and analytical skills.
• Detail oriented with strong organization skills.
• Strong working knowledge of MS Office applications and related technologies

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 for applicants.

Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• 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

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,010.00 - $130,600.00 - $143,660.00

Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.

U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.