MOSIP Program Director - Institutional Sales & Relationships

U.S. Bank; Kansas City (MO); On-site; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental Leave

401(k) Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking an Institutional Sales and Relationship Manager to lead the MOSIP program in Missouri and grow relations with public agencies.

You will develop pipelines, present to agency boards, and coordinate with internal teams to onboard new clients and deepen asset growth, while delivering strong service to existing clients across Missouri.

The role emphasizes in-person meetings, market knowledge, and strategic collaboration with partners to fulfill client needs and drive outcomes.

Qualifications

• Typically a bachelor’s degree or equivalent experience.
• Experience in portfolio management, sales, marketing, or relationship management with institutional/municipal clients.
• Must be FINRA series 6 or 7 and 63 licensed or complete 6/7 and 63 testing within 120 days of start date.
• Typically has 10 or more years of experience.

Responsibilities

• Develops and manages active pipeline in support of annual sales goals, including weekly updates and participation in reviews.
• Meet with existing clients and prospects (prioritizing in-person meetings) regularly.
• Lead development of meeting materials and ensure follow up with prospects, clients, and shareholders.
• Represent PFMAM by attending local government trade association conferences and events.
• Gain knowledge of PFMAM’s products and services and work with partners to implement new client accounts.

Skills

Relationship management

Portfolio management

Sales

Public sector relationships

FINRA license 6/7/63

Education

Bachelor's degree or equivalent experience

Job description

U.S. Bank is seeking an Institutional Sales and Relationship Manager to lead the MOSIP program in Missouri and grow relations with public agencies.

You will develop pipelines, present to agency boards, and coordinate with internal teams to onboard new clients and deepen asset growth, while delivering strong service to existing clients across Missouri.

The role emphasizes in-person meetings, market knowledge, and strategic collaboration with partners to fulfill client needs and drive outcomes.