PFMAM - Head of MOSIP Program

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., is currently seeking an Institutional Sales and Relationship Manager to be head of our MOSIP program and join with other team members in new business development and client management for its investment advisory practice in Missouri. 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 focus on sales and relationship management of existing clients in Missouri and developing new relationships with public entity clients.

Key tasks include:
Focuses on developing new direct MOSIP relationships, identify and qualify prospective clients, lead formal presentations to agency governing boards, and work to gain commitment and funding;
Develops and manages active pipeline in support of annual sales goals, including weekly updates and active participation in monthly sales reviews and quarterly meetings;
Meet with existing clients and prospects (prioritizing in-person meetings) on a frequent basis;
Lead development of meeting materials, including but not limited to preparing materials for meetings, reviewing investment policies and other relevant data, and ensuring appropriate follow up with prospects, clients, and shareholders;
Represent PFMAM and our key clients by attending local government trade association conferences and events;
Gain and leverage in-depth knowledge of PFMAM’s products and services;
Work with internal partners to ensure smooth implementation of new client accounts and towards fulfillment of current client and shareholder needs; and
Create innovative ways of educating clients and prospects on current market events and investment opportunities.

Basic Qualifications

- Typically a bachelor's degree or equivalent experience
- Experience in portfolio management, sales, marketing, or relationship management with institutional/municipal clients

- Must be FINRA series 6 or 7 and 63 licensed or complete 6 or 7 and 63 testing within 120 days of start date
- Typically has 10 or more years of experience

Preferred Skills/Experience

-Strong relationships with public sector clients.

-Business development experience.

-Knowledge of liquidity and fixed-income securities or comparable bank offerings, and experience working in or with public sector and other institutional investors.

-Strong interpersonal skills, self-motivated, highly organized and have demonstrated success working in a dynamic and fast-paced environment.

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.

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.