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 within the Institutional Advisory Group (IAG) is primarily responsible for all sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory. Will work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth. Responsible for both the Relationship Management and Sales roles and typically this position covers a broad range of responsibilities. The incumbent will be responsible for acquiring new business and servicing existing accounts. Possesses in-depth knowledge of the firm’s products and services. Covers the largest and most complex accounts and demonstrates consistently strong performance results. May supervise day-to-day work of junior employees.
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 120 days of start date
Typically has 10 or more years of experience
Preferred Skills/Experience
Chartered Financial Analyst (CFA) certification
Capital Markets knowledge and experience
In-depth knowledge of the company’s products and services
Strong relationship management and business development/sales skills
Well-developed analytical and problem-solving skills
Ability to work effectively with individuals and groups 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
.