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: 29 minutes agoStatus: Live

Job Summary

Drive sales and relationship management for existing institutional clients across North Carolina, including North Carolina Investment Pool shareholders, while building new relationships with public entities and other institutions. Lead client presentations to agency boards, manage a pipeline to support annual sales and asset growth goals, coordinate with internal service/marketing/product teams for smooth onboarding, and support SMA sales and OCIO opportunities. Provide territory feedback and represent the business at local conferences.

Location: Charlotte

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Develop new client relationships by identifying and qualifying prospects, leading board presentations, and securing commitment and funding.
•Leverage in-depth knowledge of PFMAM products and promote its capabilities across North Carolina client sectors.
•Coordinate with client service, marketing, and product teams to drive asset growth, ensure smooth onboarding for new clients, and support current client needs.
•Manage an active sales pipeline with weekly updates, participating in monthly sales reviews and quarterly meetings.
•Act as relationship manager for assigned clients, retain and grow existing assets, and support SMA sales, multi-asset and OCIO opportunities including meeting materials and follow-up.

Pay and Benefits

Salary: USD 118,170 - 144,430 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

•Typically a bachelor’s degree or equivalent experience.
•Experience in portfolio management, sales, marketing, or relationship management with institutional clients in a B2B environment.
•Must be FINRA Series 6 or 7, 63 licensed or complete 6 or 7, 63 testing within 120 days of the start date.
•Typically 10+ years of experience.
•Strong relationship management and business development/sales capabilities in an institutional setting.

Experience:10+ years

Education:Bachelor's

Skills:Relationship managementBusiness developmentAnalytical problem-solvingIndependent workPresentation and communication

Licenses:FINRA Series 6FINRA Series 7FINRA 63

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: 29 minutes agoStatus: Live

Job Summary

Location: Charlotte

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Develop new client relationships by identifying and qualifying prospects, leading board presentations, and securing commitment and funding.
•Leverage in-depth knowledge of PFMAM products and promote its capabilities across North Carolina client sectors.
•Coordinate with client service, marketing, and product teams to drive asset growth, ensure smooth onboarding for new clients, and support current client needs.
•Manage an active sales pipeline with weekly updates, participating in monthly sales reviews and quarterly meetings.
•Act as relationship manager for assigned clients, retain and grow existing assets, and support SMA sales, multi-asset and OCIO opportunities including meeting materials and follow-up.

Pay and Benefits

Salary: USD 118,170 - 144,430 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

•Typically a bachelor’s degree or equivalent experience.
•Experience in portfolio management, sales, marketing, or relationship management with institutional clients in a B2B environment.
•Must be FINRA Series 6 or 7, 63 licensed or complete 6 or 7, 63 testing within 120 days of the start date.
•Typically 10+ years of experience.
•Strong relationship management and business development/sales capabilities in an institutional setting.

Experience:10+ years

Education:Bachelor's

Skills:Relationship managementBusiness developmentAnalytical problem-solvingIndependent workPresentation and communication

Licenses:FINRA Series 6FINRA Series 7FINRA 63

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