Director, Institutional Sales & Relationships – Midwest

U.S. Bank; Minneapolis (MN); Hybrid; USD 141,000 - 173,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid time off

Parental leave

Disability insurance

Life insurance

Job summary

U.S. Bank is seeking a Director of Institutional Sales & Relationship Management to lead and grow the Minnesota and Upper Midwest institutional business.

You will coach a high‑performing team, deepen relationships with public sector and other clients, and shape regional strategy across liquidity, SMA, and OCIO solutions. This senior role requires extensive leadership experience, FINRA licenses or ability to obtain, CFA or MBA preferred, and a proven track record in asset management sales.

Qualifications

• Typically a bachelor's degree or equivalent experience.
• Experience in portfolio management, sales, marketing, or relationship management with institutional clients.
• FINRA Series 6/7, 63 licensing required or to be completed within 120 days.
• 10+ years of experience in the field.

Responsibilities

• Lead, coach, and develop a team of institutional sales and relationship professionals.
• Develop regional sales and growth strategies and oversee revenue and asset growth.
• Identify new business opportunities and expand existing client base.
• Serve as senior relationship manager for key clients and present to boards.
• Leverage investment capabilities to deliver tailored client solutions.
• Oversee pipeline management, forecasting, and reporting.
• Collaborate with cross-functional teams for onboarding and service.
• Ensure compliance and risk standards are met.

Skills

Leadership

Client relationships

Public sector experience

Investment solutions knowledge

Executive presence

Communication

FINRA series 6/7 or 63

Series 24 (preferred)

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a Director of Institutional Sales & Relationship Management to lead and grow the Minnesota and Upper Midwest institutional business.

You will coach a high‑performing team, deepen relationships with public sector and other clients, and shape regional strategy across liquidity, SMA, and OCIO solutions. This senior role requires extensive leadership experience, FINRA licenses or ability to obtain, CFA or MBA preferred, and a proven track record in asset management sales.