Institutional Sales and Relationship Manager

U.S. Bancorp Asset Management (USBAM) is currently seeking a Relationship Manager to serve as the key point of contact to institutional clients in Florida & the Southeast. This individual will be charged with leading and strengthening client engagements. The relationship manager will establish and maintain client interface with CFOs, Finance Directors, 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. The relationship manager 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.

• Establish and maintain relationships with decision makers and primary contacts for an assigned book of business

• Building deeper relationships with clients in support of revenue growth

• Coordinate information flow between staff, clients, and USBAM relationship 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 USBAM and PFMAM products and services; and

• 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 date

Preferred 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 skills

The 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.