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Now Hiring - Financial Services PFMAM Institutional Relationship Manager in Orlando, FL

Financial Services PFMAM Institutional Relationship Manager in Orlando, FL

U.S. Bank
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Banking & Lending
To Whom Financial Services
Location: Orlando, FL
3.8

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

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. Proactively develops new relationships for Separately Managed Accounts (SMA) and direct Money Market Fund (MMF) sales with institutional prospects and clients. Develops and manages active pipeline in support of annual sales goals, including weekly updates and active participation in monthly sales reviews. Acts as a senior relationship manager for assigned SMA book of business. Works closely with client service and portfolio management team to retain and grow existing assets, while taking the lead on managing the client review process. Generates RFP opportunities and leads the oversight of the response process, with primary responsibility for recommending pricing and determining composite strategy selection, and managing all aspects related to finalist presentations. Leverages market expertise to generate and share territory specific feedback with the product and marketing team on a regular basis, allowing for customized development of marketing campaigns and product strategy.

Basic Qualifications
  • Bachelor's degree, or equivalent work experience
  • Three or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients
  • FINRA series 6 and 7 licensed or complete 6, 7 testing within 120 days of start date

Preferred Skills/Experience
  • Capital Markets knowledge and experience
  • Basic 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

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.


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.

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.

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: $66,810.00 - $78,600.00 - $86,460.00

U.S. Bank
Company Size
10000+ Employees
Founded
1863
They Sell
Banking & Lending
To Whom
Financial Services
Website
www.usbank.com
Revenue
$10+ billion (USD)


U.S. Bank is currently hiring for 49 sales positions
U.S. Bank has openings in: OH, OR, CA, MA, NC, MN, PA, FL, IL, CO, MO, WA, TN, KY, NV, WI, & TX
The average salary at U.S. Bank is:

49 Yes (amount not posted)

U.S. Bank
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U.S. Bank

U.S. Bank is currently hiring for 49 sales positions
U.S. Bank has openings in: OH, OR, CA, MA, NC, MN, PA, FL, IL, CO, MO, WA, TN, KY, NV, WI, & TX
The average salary at U.S. Bank is:

49 Yes (amount not posted)