US Bank Institutional Sales Relationship Manager Category 

United States, California 

161740375

Job Description

PFM Asset Management LLC is currently seeking a Relationship Manager to serve as the key point of contact to institutional clients in California. This individual will be charged with leading and strengthening client engagements. The relationship manager will establish and maintain client interface with CFOs, Finance Directors, and Investment Committees, and others, in general, providing capital market and economic updates, performance reviews, advice of cash flow analysis, investment policy documentation, and investment strategy development.

Additionally responsible for some sale activity promoting the full breadth of PFM Asset Management capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory.

Travel to clients throughout the region is required for this role. When not traveling, this person will work from PFMAM’s Los Angeles office.

Job responsibilities will include:

• Establish and maintain relationships with decision makers and primary contacts for assigned book of business

• Coordinate information flow between staff, clients, and PFMAM project and product managers on a regular basis;

• Coordinate preparation of client reports and other written communications;

• Present reports and other materials to clients at meetings;

• Analyze various options to come up with optimal investment solutions for our clients;

• Oversee and present investment analyses including performance, cash flow, and security analysis;

• Create innovative ways of educating clients and prospects on current market events and investment opportunities;

• Present and discuss thought leadership;

• Inform and educate clients about PFMAM products and services; and

Basic Qualifications

• Bachelor's degree, or equivalent work experience

• Five or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients

• FINRA series 7 and 63 licensed or complete 7, 63 testing within 120 days of start date

Preferred Skills/Experience

• Capital Markets knowledge and experience

• Certified Financial Analyst (CFA) certification

• Thorough 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

Hybrid/flexible schedule:

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 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 .

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: $95,455.00 - $112,300.00 - $123,530.00 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.