OCIO Relationship Manager

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.

U.S. Bancorp Asset Management (USBAM) is currently seeking an experienced industry professional to support client management and business development efforts for its discretionary Outsourced Chief Investment Officer (OCIO) investment advisory practice. This role will serve as an OCIO Relationship Manager, responsible for managing institutional client relationships and contributing to the continued growth of USBAM’s OCIO business. USBAM’s OCIO business focuses on serving middle‑market institutional clients and operates on a national scale.

• Manage and maintain relationships with institutional OCIO clients, providing high‑quality service and ongoing support for discretionary investment advisory solutions.
• Support business development initiatives by promoting USBAM’s OCIO investment management services to prospective clients.
• Focus on servicing and developing relationships within Public, Taft‑Hartley (Labor Union), Non‑Profit, and Corporate client segments.
• Conduct investment and review meetings with institutional clients via phone, virtual platforms, or in person, as appropriate.
• Educate clients and prospects on current market conditions, investment strategies, and opportunities.
• Help expand the USBAM OCIO business by identifying sales leads, participating in prospect meetings, attending regional and national industry conferences, and supporting proposal development and finalist presentations.
• Collaborate with and support other USBAM colleagues in sales, marketing, and client service activities, as appropriate.

• Typically a bachelor’s degree or equivalent experience.
• Experience in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment).
• Must be FINRA series 6 or 7, 63 licensed or complete 6 or 7, 63 testing within 90 days of start date.
• Typically has 10 or more years of 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 client relationships.
• Excellent presentation, verbal, and written communication skills.

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.

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:

• 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants…