U.S. Bank
Minneapolis, MN
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.
PFM Asset Management (PFMAM), a division of U.S. Bancorp Asset Management, Inc. (USBAM), is currently seeking an Institutional Sales and Relationship Manager to lead new business development and manage client relationships for its investment advisory practice in the Minnesota region.
The role will be based in our Minneapolis office location. 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 initially focus on sales and relationship management of existing clients in Minnesota, including shareholders for the Minnesota School District Liquid Asset Fund Plus (MSDLAF+) and the Minnesota Association of Governments Investing for Counties (MAGIC) Fund, local government investment pools that provide services to school districts and counties throughout the state. It will also focus on developing new relationships with public entity and corporate institutional clients.
Key tasks include:
Basic 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
Preferred Skills/Experience - Capital Markets knowledge and experience - In-depth knowledge of the company’s products and services
Deep understanding of Minnesota local governments, including finance staff, decision-making processes, and core financial operations such as budgeting, cash management, and debt issuance
Strong relationship management and business development/sales skills - Well-developed analytical and problem-solving skills - Ability to work effectively with individuals and groups in managing customer relationships - Excellent presentation, verbal and written communication skills
Chartered Financial Analyst (CFA) certification
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our
disability accommodations for applicants
.
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,600.00 - 136,400.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.