PFMAM Outsourced CIO Specialist

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 PFMAM is currently seeking an industry professional to assist with OCIO (Outsourced CIO) client management for its investment advisory practice. This role will be completely focused on servicing institutional investors. In terms of plan sponsor type, this position will most likely be focused on the Public and Taft Hartley market segments. Other market segments that could be involved in this role are servicing Corporate and Non-Profit institutional investors. PFMAM' s OCIO business focuses on the middle-market and is national in scope. All applicants should have a solid understanding of the institutional investment market and, ideally, experience working with institutional investors. Responsible for providing high-quality client service, which entails conducting (quarterly) investment meetings with institutional plan sponsors. These meetings could be held via the phone, virtually or in-person. Educate clients and prospects on current market events and investment opportunities. Help expand the PFMAM outsourced CIO business by identifying sales leads. Support other PFMAM colleagues in their sales, marketing and service activities as appropriate. Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients - FINRA series 6 and 63 licensed or complete series 6 and 63 testing within 120 days of start date Preferred Skills/Experience - 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. Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company. 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, 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: $99,365.00 - $116,900.00 - $128,590.00 U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance. Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank’s best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.

Salary : $99,365 - $116,900