Institutional Sales and Relationship Manager

U.S. Bancorp
Orlando, Atlanta
Workplace: HybridFull timeUSD 103,950 - 127,050Function: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Business development","Analytical and problem-solving","Presentation","Communication"]

Serve as the key point of contact for institutional clients across Florida and the Southeast, building and strengthening client relationships to retain and grow assets. Lead client engagement by coordinating updates and reporting, presenting investment analyses and performance/cash flow/security insights, and developing investment strategy and policy documentation. Partner with internal client service and portfolio management teams while educating clients on market events, USBAM products, and thought leadership.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Institutional Sales and Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as the key point of contact for institutional clients across Florida and the Southeast, building and strengthening client relationships to retain and grow assets. Lead client engagement by coordinating updates and reporting, presenting investment analyses and performance/cash flow/security insights, and developing investment strategy and policy documentation. Partner with internal client service and portfolio management teams while educating clients on market events, USBAM products, and thought leadership.
Location: Orlando, 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 clients, staff, and USBAM project/product managers on a regular basis.
  • •Coordinate preparation of client reports and other written communications; present reports and materials at meetings.
  • •Analyze investment options and oversee/present investment analyses including performance, cash flow, and security analysis.
  • •Create client/prospect education on current market events and opportunities; present thought leadership and inform clients about USBAM products and services.

Pay and Benefits

Salary: USD 103,950 - 127,050
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •Typically requires a bachelor's degree or equivalent experience.
  • •Typically has 10 or more years of experience.
  • •Experience in portfolio management, sales, marketing, or relationship management with institutional clients (B2B).
  • •Must be FINRA Series 6 or 7, 63 licensed (or complete 6/7 and 63 testing within 120 days of the start date).
  • •Ability to work effectively with individuals and groups to manage customer relationships.
Experience:10+ years
Education:Bachelor's
Skills:Relationship managementBusiness developmentAnalytical and problem-solvingPresentationCommunication
Licenses:FINRA Series 6FINRA Series 7FINRA 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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor