U.S. Bancorp

2 days ago

Institutional Sales & Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 28 minutes agoStatus: Live

Job Summary

Manage relationships with institutional clients across Florida and the Southeast, serving as the primary interface for CFOs, finance leaders, and investment committees. Coordinate communication between clients and internal teams, prepare and present client reports, and provide capital markets updates, cash flow analysis, and investment strategy support. Analyze options to recommend optimal investment solutions, deliver thought leadership, and help educate clients and prospects on products and services.

Location: Orlando, Florida, Atlanta

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Establish and maintain relationships with decision makers and primary contacts for an assigned book of business.
•Coordinate information flow between staff, clients, and USBAM project and product managers.
•Coordinate preparation of client reports and other written communications and present them to clients at meetings.
•Analyze options to recommend optimal investment solutions, including performance, cash flow, and security analysis.
•Educate clients and prospects on current market events and investment opportunities and present/discuss thought leadership.

Pay and Benefits

Salary: USD 86,400 - 105,600

Perks:Health InsuranceLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•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 Series 6/7, 63 testing within 120 days of the start date).
•Typically has five or more years of experience.
•Ability to manage client relationships effectively with individuals and groups.

Experience:5+ yearsFinancial servicesCapital marketsPortfolio managementInstitutional clientsB2B

Education:Bachelor's

Skills:Relationship managementBusiness developmentSales skillsAnalytical problem-solvingPresentation communication

Licenses:FINRA Series 6FINRA Series 7FINRA Series 63

Certifications:Chartered Financial Analyst (CFA)

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 days ago

Institutional Sales & Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 28 minutes agoStatus: Live

Job Summary

Location: Orlando, Florida, Atlanta

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Establish and maintain relationships with decision makers and primary contacts for an assigned book of business.
•Coordinate information flow between staff, clients, and USBAM project and product managers.
•Coordinate preparation of client reports and other written communications and present them to clients at meetings.
•Analyze options to recommend optimal investment solutions, including performance, cash flow, and security analysis.
•Educate clients and prospects on current market events and investment opportunities and present/discuss thought leadership.

Pay and Benefits

Salary: USD 86,400 - 105,600

Perks:Health InsuranceLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•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 Series 6/7, 63 testing within 120 days of the start date).
•Typically has five or more years of experience.
•Ability to manage client relationships effectively with individuals and groups.

Experience:5+ yearsFinancial servicesCapital marketsPortfolio managementInstitutional clientsB2B

Education:Bachelor's

Skills:Relationship managementBusiness developmentSales skillsAnalytical problem-solvingPresentation communication

Licenses:FINRA Series 6FINRA Series 7FINRA Series 63

Certifications:Chartered Financial Analyst (CFA)

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor