About the Role
This role within the Institutional Advisory Group (IAG) is responsible for all sales activities promoting U.S. Bancorp Asset Management (USBAM) capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory. The incumbent will acquire new business, service existing accounts, and manage junior sales and relationship management staff.
Responsibilities
- 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.
- Acquiring new business and servicing existing accounts.
- Covers the largest and most complex accounts and demonstrates consistently strong performance results.
- In trading roles, incumbent may contribute to the formation of firm's strategy.
- Manages junior sales & relationship management staff.
Requirements
- 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.
- 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.
Skills
- Chartered Financial Analyst (CFA) certification
- 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
Location
- United States
Work Type
- Hybrid/flexible schedule (3 or more days in office per week)
Experience Level
- 10 or more years of experience
Education Level
- Bachelor's degree or equivalent experience
Salary/Compensations
- $147,420.00 - $180,180.00
Benefits
- 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
- Incentive and recognition programs
- Equity stock purchase
- Pension (all benefits are subject to eligibility requirements)
About the Company
- 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.
- 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.
- U.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).
- 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.
Equal Opportunity
- U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
