Institutional Sales and Relationship Manager

Company: Us Bank
Location: Los Angeles
Posted on: February 1, 2025

Job Description:

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 DescriptionUSBAM 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, providing capital market and economic updates, performance reviews, advice of cash flow analysis, investment policy documentation, and investment strategy development. The relationship manager works closely with client service and portfolio management teams to retain and grow existing assets while managing the client review process.

• 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.
• Support other sales, marketing, and service activities as appropriate.Basic Qualifications
  • Bachelor's degree, or equivalent work experience
  • Seven or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients
  • FINRA series 7 and 63 licensed or complete 7, 63 testing within 120 days of start datePreferred Skills/Experience
    • Capital Markets knowledge and experience
    • Certified Financial Analyst (CFA) certification
    • 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 skillsThe role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.This position also requires 5 or more hours of driving per week.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .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 lawEEO is the LawU.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 EEO poster.E-VerifyU.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 .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, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 - $143,770.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Job postings typically remain open for approximately 20 days of the posting date listed above; however, the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
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Keywords: Us Bank, Norwalk , Institutional Sales and Relationship Manager, Sales , Los Angeles, California