MOSIP Program Lead & Institutional Relations Director

U.S. Bank; United States; Remote; USD 118,000 - 144,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid vacation

Holidays

Adoption assistance

Disability insurance

Pregnancy/Parental leave

Sick leave

Job summary

U.S. Bank seeks an Institutional Sales and Relationship Manager to head MOSIP and develop new business with public entities in Missouri. Lead client relationships, presentations to boards, and ongoing management to drive asset growth while coordinating cross‑functional teams for successful implementations.

The role focuses on government clients, strong sales discipline, and deep product knowledge across fixed income and liquidity solutions, with extensive travel and in-person meetings emphasized.

Qualifications

• 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 or 7 and 63 testing within 120 days of start date.
• Typically has 10+ years of experience.

Responsibilities

• Develops new direct MOSIP relationships and qualifies prospective clients.
• Leads pipeline development to support annual sales goals and reviews.
• Meets with existing clients and prospects, prioritizing in-person meetings.
• Prepares meeting materials and reviews investment policies and data.
• Represents PFMAM at local government trade association conferences.
• Gains in-depth knowledge of PFMAM products and services.
• Coordinates with internal partners for smooth onboarding of new accounts.
• Educates clients and prospects on market events and investment opportunities.

Skills

Relationship management

Sales experience

Portfolio management

FINRA licenses 6/7 and 63

Education

Bachelor's degree

Job description

U.S. Bank seeks an Institutional Sales and Relationship Manager to head MOSIP and develop new business with public entities in Missouri. Lead client relationships, presentations to boards, and ongoing management to drive asset growth while coordinating cross‑functional teams for successful implementations.

The role focuses on government clients, strong sales discipline, and deep product knowledge across fixed income and liquidity solutions, with extensive travel and in-person meetings emphasized.