"Alerted.org

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 (PFMAM), a division of U.S. Bancorp Asset Management, Inc. is currently seeking an Institutional Sales and Relationship Manager to join with other team members in new business development and client management for its investment advisory practice in Texas. The role will be based in San Antonio, Houston, or other major metropolitan area in Texas, with consideration for a work from home arrangement. This position affords the successful candidate an opportunity to join other seasoned professionals in working with public agencies to build new relationships and service existing clients. We seek a self-motivated professional who can identify and pursue opportunities, meet and exceed client deliverables to ensure retention and drive asset growth. This position will initially focus on sales and relationship management of existing clients in Texas and developing new relationships with public entity and corporate institutional clients.

Key tasks include:

Focuses on developing new direct relationships, identify and qualify prospective clients, lead formal presentations to agency governing boards, and work to gain commitment and funding;

Develops and manages active pipeline in support of annual sales goals, including weekly updates and active participation in monthly sales reviews and quarterly meetings;

Meet with existing clients and prospects (prioritizing in-person meetings) on a frequent basis;

Lead development of meeting materials, including but not limited to preparing materials for meetings, reviewing investment policies and other relevant data, and ensuring appropriate follow up with prospects, clients, and shareholders;

Represent PFMAM and our key clients by attending local government trade association conferences and events;

Gain and leverage in-depth knowledge of PFMAM’s products and services;

Work with internal partners to ensure smooth implementation of new client accounts and towards fulfillment of current client and shareholder needs; and

Create innovative ways of educating clients and prospects on current market events and investment opportunities.

Basic Qualifications:

- 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 and 63 licensed or complete 6 or 7,63 testing within 90 days of start date

- Typically has 10 or more years of experience

- Chartered Financial Analyst (CFA) certification

Preferred Qualifications:

-Business development experience.

-Knowledge of liquidity and fixed-income securities or comparable bank offerings, and experience working in or with public sector and other institutional investors.

-Strong interpersonal skills, self-motivated, highly organized and have demonstrated success working in a dynamic and fast-paced environment.

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 (https://careers.usbank.com/global/en/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

E-Verify

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: $111,605.00 - $131,300.00 - $144,430.00

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.