Intermediary Sales & Relationships Manager - Hybrid

U.S. Bank; Minneapolis (MN); Híbrido; USD 112 000 - 136 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation (2–5 weeks)

Paid holidays (up to 11)

Adoption assistance

Sick leave accruals

Resumo da oferta

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

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Relationship management

Financial services knowledge

Communication skills

Sales support

Formação académica

Bachelor’s degree or equivalent experience

FINRA Series 7 & 63 within 120 days

5+ years in financial services/relationship management

Descrição da oferta de emprego

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