Institutional Sales & Relationship Manager

Reposted 3 Days Ago
Be an Early Applicant
Hiring Remotely in New York, NY, USA
In-Office or Remote
98K-116K Annually
Expert/Leader
Fintech
The Role
Drive sales and relationship management for U.S. Bancorp Asset Management’s local government investment program across New York State. Acquire new business, service existing accounts, liaise with Boards and associations, collaborate with client service, marketing, and product teams, and travel extensively for client meetings and industry conferences.
Summary Generated by Built In

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.

Job Description

This role is primarily responsible for sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to local government prospects and clients within the State of New York. The individual in this role will work closely with client service staff, marketing, and product teams to drive revenue growth.

The position encompasses both relationship management and sales responsibilities, specifically focused on marketing the shares of a local government investment program in New York State. The incumbent will be responsible for acquiring new business, servicing existing accounts, and directly interfacing with the program’s Board of Directors and sponsoring associations.

This individual will possess in-depth knowledge of the firm’s products and services and will cover a wide range of local government accounts throughout the State of New York. The role involves extensive travel across the state, including some overnight travel, and requires attendance at various industry conferences.

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 90 days of start date
- Typically has 10 or more years of experience

Preferred Skills/Experience

  • Deep knowledge of the local government landscape in New York State

  • Strong capital markets knowledge and experience

  • In-depth knowledge of the company’s products and services

  • Demonstrated strength in relationship management and business development/sales

  • Well-developed analytical and problem-solving capabilities

  • Ability to work effectively both independently and collaboratively in managing customer relationships

  • Excellent presentation, verbal, and written communication skills

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.

Benefits: 

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:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

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.

E-Verify

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: $103,950.00 - 127,050.00

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.

Posting may be closed earlier due to high volume of applicants.

Skills Required

  • Bachelor's degree or equivalent experience
  • Experience in portfolio management, sales, marketing, or relationship management with institutional clients (B2B)
  • FINRA Series 6 or 7 and 63 licensed, or complete Series 6 or 7 and 63 testing within 90 days of start date
  • Typically 10 or more years of relevant experience
  • Extensive travel across New York State, including overnight travel and attendance at industry conferences
  • Deep knowledge of the local government landscape in New York State
  • Strong capital markets knowledge and experience
  • In-depth knowledge of the company's products and services
  • Demonstrated strength in relationship management and business development/sales
  • Well-developed analytical and problem-solving capabilities
  • Ability to work effectively independently and collaboratively
  • Excellent presentation, verbal, and written communication skills

US Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about US Bank and has not been reviewed or approved by US Bank.

  • Retirement Support The package pairs a pension with a matched 401(k), strengthening long‑term financial security. Retirement programs and other financial safeguards are presented as comprehensive.
  • Leave & Time Off Breadth Paid vacation, sick time, numerous holidays, and dedicated volunteer hours provide meaningful time away. Additional time off with tenure and options to expand PTO bolster flexibility.
  • Healthcare Strength Medical, dental, and vision coverage with HSA/FSA options and wellness resources are described as robust. Health insurance is characterized as top‑notch in multiple descriptions.

US Bank Insights

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The Company
HQ: Minneapolis, MN

What We Do

We believe in putting people first, and our dedication to making ethical decisions and doing the right thing is at the heart of what we do. We're proud to be named by Ethisphere as a 2018 World's Most Ethical Company.

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