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U.S. Bank USBAM Relationship Manager 3 in Boston, Massachusetts

Strengthens U.S. Bancorp Asset Management's (USBAM) relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives. Primary responsibility is increasing account retention and maximizing revenue growth. Works closely with portfolio managers, sales staff, and product developers to provide superior customer support.

Qualifications:

Basic Qualifications

  • Bachelor's degree, or equivalent experience

  • Seven to 10 years of experience in portfolio management, sales, marketing, or relationship management

Preferred Skills/Experience

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

  • Capital Markets knowledge and experience

  • In-depth knowledge of liquidity markets (Money Market Mutual Funds, Separately Managed Accounts, Investment Grade Fixed income)

  • In-depth knowledge of USBAM/FAF’s products and services

  • Knowledge of the USBAM support/service model for the Affiliated Channel

  • Knowledge of WM&IS sales and distribution structure

  • 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

  • Demonstrated success generating revenue with institutional clients and/or financial advisors with high net worth clients

  • Excellent presentation, verbal and written communication skills

Job: Relationship Management

Primary Location: United States

Shift: 1st - Daytime

Average Hours Per Week: 40

Requisition ID: 190023674

U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.

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.

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