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

PFM Asset Management (PFMAM) is currently seeking an Institutional Sales and Relationship Manager to join with other team members in new business development and client management for its investment advisory practice in the rocky mountain region. The role will be based in one of our rocky mountain office locations, with consideration for a hybrid work from home arrangement. 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 initially focus on sales and relationship management of shareholders for CSIP, a local government investment pool that provides services to municipalities throughout the state.

Key tasks include:

• Focuses on developing new direct relationships, identify and qualify prospective clients and CSIP shareholders, 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 shareholders 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;
• Create innovative ways of educating clients and prospects on current market events and investment opportunities.
• May supervise work of junior employees

Qualified applicants should have substantial knowledge of Colorado public agencies, 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.  Individuals interested in this role should possess strong interpersonal skills, be self-motivated, highly organized and have demonstrated success working in a dynamic and fast-paced environment.

REQUIREMENTS

• Bachelor's degree with at least 7 years of related sales experience, preferably in the public sector/municipal finance, banking, investment management, trust or financial services arenas.
• Current, active Series 6 & 63 certifications are desired, or candidate must be willing to obtain within 90 days of start date as a requirement of employment in this role.
• Strong knowledge of fixed income funds, short and intermediate term fixed income investments, and money market instruments.
• Self-motivated and proactive to identify new opportunities.
• Excellent presentation, verbal, and written communication skills
• Well-developed analytical and problem-solving skills; fast learner
• High proficiency with Microsoft Office products, especially Power Point and Excel
• Ability to manage and prioritize multiple tasks and adapt to a changing, fast-paced environment.
• Ability to operate successfully in a team environment.
• Strong customer orientation.
• Ability to travel on average 60% per week, primarily within Colorado and the Rocky Mountain region, to meet position requirements.

Hybrid/flexible schedule:

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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 (some may vary based on role, location or hours):

• 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

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

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: $102,340.00 - $120,400.00 - $132,440.00

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.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.