PFMAM - Head of MOSIP Program

U.S. Bank; Missouri; On-site; 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

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

PFM Asset Management (PFMAM), a division of U.S. Bancorp Asset Management, Inc., is currently seeking an Institutional Sales and Relationship Manager to be head of our MOSIP program and join with other team members in new business development and client management for its investment advisory practice in Missouri. This position affords the successful candidate an opportunity to join other seasoned professionals in working with public agencies to build new relationships and service existing clients. We seek a self‑motivated professional who can identify and pursue opportunities, meet and exceed client deliverables to ensure retention and drive asset growth. This position will focus on sales and relationship management of existing clients in Missouri and developing new relationships with public entity clients.

Key tasks include:

• Focuses on developing new direct MOSIP relationships, identify and qualify prospective clients, lead formal presentations to agency governing boards, and work to gain commitment and funding;
• Develops and manages active pipeline in support of annual sales goals, including weekly updates and active participation in monthly sales reviews and quarterly meetings;
• Meet with existing clients and prospects (prioritizing in‑person meetings) on a frequent basis;
• Lead development of meeting materials, including but not limited to preparing materials for meetings, reviewing investment policies and other relevant data, and ensuring appropriate follow up with prospects, clients, and shareholders;
• Represent PFMAM and our key clients by attending local government trade association conferences and events;
• Gain and leverage in‑depth knowledge of PFMAM’s products and services;
• Work with internal partners to ensure smooth implementation of new client accounts and towards fulfillment of current client and shareholder needs; and
• Create innovative ways of educating clients and prospects on current market events and investment opportunities.

Basic Qualifications

• - Typically a bachelor's degree or equivalent experience
• - Experience in portfolio management, sales, marketing, or relationship management with institutional/municipal clients
• - Mustbe FINRA series 6 or 7 and 63 licensed or complete 6 or 7 and 63 testingwithin 120 days of start date
• - Typically has 10 or more years of experience

Preferred Skills/Experience

• -Strong relationships with public sector clients.
• -Business development experience.
• -Knowledge of liquidity and fixed‑income securities or comparable bank offerings, and experience working in or with public sector and other institutional investors.
• -Strong interpersonal skills, self‑motivated,