MOSIP Program Lead - Institutional Relationships & Growth

U.S. Bank; Missouri; Hybrid; USD 110,000 - 170,000; Full time

Job summary

U.S. Bank seeks an Institutional Sales and Relationship Manager to head MOSIP relationships and drive new business development in Missouri.

The role focuses on servicing public agencies, expanding existing client relationships, and achieving asset growth through strategic sales and client management. The candidate will develop a robust pipeline, lead client meetings (in-person preferred), and coordinate with internal teams to implement new accounts and fulfill client needs.

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 6/7 and 63 testing within 120 days of start date.
• Typically has 10+ years of experience.

Responsibilities

• Develop new MOSIP relationships and qualify prospective clients.
• Lead presentations to agency boards and manage sales pipeline.
• Meet with clients/prospects, prioritizing in-person meetings.
• Prepare meeting materials and follow up with clients and shareholders.
• Represent PFMAM at local government events and conferences.
• Gain product knowledge and coordinate with internal partners for account onboarding.
• Educate clients on market events and investment opportunities.

Skills

Public sector relationships

Business development

Interpersonal skills

Investment products knowledge

Education

Bachelor's degree or equivalent experience

Job description

U.S. Bank seeks an Institutional Sales and Relationship Manager to head MOSIP relationships and drive new business development in Missouri.

The role focuses on servicing public agencies, expanding existing client relationships, and achieving asset growth through strategic sales and client management. The candidate will develop a robust pipeline, lead client meetings (in-person preferred), and coordinate with internal teams to implement new accounts and fulfill client needs.