Institutional Sales and Relationship Manager

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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.
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Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
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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 California.
The role will be based in one of our Northern California 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 the California Asset Management Program (CAMP), 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 CAMP 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 California 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 California, to meet position requirements 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.
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.
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Citizenship and Immigration Services.
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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements).
Pay Range: $104,720.
00 - $123,200.
00 - $135,520.
00 U.
S.
Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.