Financial Intermediary Sales & Relationship Management Associate

U.S. Bank; Minneapolis (MN); Hybrid; USD 112,000 - 136,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation (2–5 weeks)

Paid holidays (up to 11)

Adoption assistance

Sick leave accruals

Job summary

U.S. Bank seeks an experienced Financial intermediary Sales and Relationship Management Associate to strengthen institutional client relationships, primarily for Money Market Mutual Funds.

You will partner with Marketing, Product, Data & Analytics to onboard accounts, produce reports, and support client communications. The role involves day-to-day client support, account maintenance, and driving improvements in the client experience, with a hybrid schedule requiring in-office days several per

Qualifications

• Bachelor’s degree or equivalent experience.
• Must have FINRA Series 7 and 63 license or complete testing within 120 days of start date.
• Five or more years of relevant experience in financial services, investment management, relationship management, sales support, client service, or related field.

Responsibilities

• Provide end-to-end relationship management support for institutional clients.
• Onboard and maintain accounts; administer standard forms and digital workflows.
• Produce ad-hoc and recurring client reporting and cash flow communications.
• Coordinate DDQs and RFI responses; support conferences and events.
• Manage shared email mailbox and drive improvements to client experience.

Skills

Relationship management

Financial services knowledge

Communication skills

Sales support

Education

Bachelor’s degree or equivalent experience

FINRA Series 7 & 63 within 120 days

5+ years in financial services/relationship management

Job description

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

U.S. Bancorp Asset Management (USBAM) is seeking a Financial intermediary Sales and Relationship Management Associate that will strengthen the USBAM relationship with new and existing institutional clients, primarily for Money Market Mutual Funds. This client-centric and growth-oriented investment professional will provide end-to-end relationship management support and identify and pursue opportunities, exceeding deliverables to ensure retention and expansion of existing client relationships. The successful candidate will partner closely with Marketing, Product Management, Data & Analytics, and other USBAM/USB functions to facilitate account onboarding and ongoing account maintenance; administration of standardized forms/templates and digital signature workflows; production of ad-hoc and recurring client reporting; cash flow tracking and communications; coordination of DDQs and RFI responses; provide conference and event support; critical client-facing documentation maintenance. The position owns day-to-day oversight of a shared email mailbox supporting client and internal requests and drives continuous improvement to simplify and enhance client experience.

Basic Qualifications

• Bachelor’s degree, or equivalent experience
• Must be FINRA series 7 and 63 licensed or complete 7 and 63 testing within 120 days of start date
• Five or more years of relevant experience in financial services, investment management, relationship management, sales support, client service, or a related field

Preferred Skills/Experience

• Experience within the asset management or investment management industry
• Fixed income investment knowledge or experience
• Experience with registered investment products, including mutual funds and separately managed accounts
• Demonstrated ability to influence and collaborate with stakeholders without direct authority
• Strong networking, business development, and relationship-building skills
• Understanding of intermediary distribution channels and advisor/client engagement
• Knowledge of pipeline development, cross-selling, and upselling strategies
• Experience supporting sales initiatives, territory management, or relationship management programs
• Strong verbal, written, and presentation 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.

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:

• 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

Review our full benefits available by employment status here.

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.

E-Verify

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. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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: $111,600.00 - 136,400.00

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). In addition, 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.

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.