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OCIO Relationship Manager
- US Bank (Los Angeles, CA)
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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
- This role will consist of managing institutional OCIO relationships and business development activities promoting our OCIO discretionary investment management services.
- In terms of client segments, this position will be focused on Public, Taft Hartley (Labor Union), Non-Profit, and Corporate entities.
- USBAM's OCIO business focuses on the middle-market and is national in scope.
- All applicants should have a solid understanding of the institutional investment market and, ideally, experience working with institutional investors.
- Responsible for providing high-quality client service, which entails conducting investment meetings with institutional clients. These meetings could be held via phone, virtually, or in-person.
- Educate clients and prospects on current market events and investment opportunities.
- Help expand the USBAM OCIO business by identifying sales leads, conducting prospect meetings, attending regional and national industry conferences, and participating in proposal production and new business finals interviews.
- Support other USBAM colleagues in their sales, marketing, and service activities as appropriate.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients
- FINRA series 6 and 63 licensed or complete series 6 and 63 testing within 120 days of start date
Preferred Skills/Experience
- 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 client 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
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: $117,725.00 - $138,500.00 - $152,350.00
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.
Posting may be closed earlier due to high volume of applicants.
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