Senior Institutional Sales & Relationships Leader

U.S. Bank; Minneapolis (MN); Hybrid; USD 112,000 - 136,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Disability coverage

Parental leave

401(k) retirement plan

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Job summary

U.S. Bank's PFM Asset Management division seeks an Institutional Sales and Relationship Manager to lead new business development and manage client relationships for its investment advisory practice in Minnesota.

The role is based in the Minneapolis office, offering the chance to work with public agencies and grow assets across local government pools and OCIO products. Qualified candidates typically hold a bachelor's degree with 10+ years in portfolio management, sales, or relationship management

Qualifications

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

Responsibilities

• Develop new client relationships and lead presentations to agency boards.
• Promote the full breadth of PFMAM capabilities to Minnesota and upper Midwest clients.
• Collaborate with internal teams to drive asset growth and implement new accounts.
• Manage SMA sales, multi-asset and OCIO products, preparing materials and following up with prospects.
• Develop active pipeline and participate in sales reviews and quarterly meetings.
• Act as relationship manager for assigned clients, coordinating with service and portfolio teams to retain and grow assets.
• Provide territory feedback to marketing and product teams for campaigns and strategy.
• Represent PFMAM at local government conferences and educate clients on market events and opportunities.

Job description

U.S. Bank's PFM Asset Management division seeks an Institutional Sales and Relationship Manager to lead new business development and manage client relationships for its investment advisory practice in Minnesota.

The role is based in the Minneapolis office, offering the chance to work with public agencies and grow assets across local government pools and OCIO products. Qualified candidates typically hold a bachelor's degree with 10+ years in portfolio management, sales, or relationship management