Financial Intermediary Sales & Relationship Management Associate

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 U.S. Bancorp Asset Management (USBAM) is seeking a Financial intermediary Sales and Relationship Management Associate that will strengthen the USBAM relationship with new and existing institutional clients, primarily for Money Market Mutual Funds. This client-centric and growth-oriented investment professional will provide end-to-end relationship management support and identify and pursue opportunities, exceeding deliverables to ensure retention and expansion of existing client relationships.

The successful candidate will partner closely with Marketing, Product Management, Data & Analytics, and other USBAM/USB functions to facilitate account onboarding and ongoing account maintenance; administration of standardized forms/templates and digital signature workflows; production of ad-hoc and recurring client reporting; cash flow tracking and communications; coordination of DDQs and RFI responses; provide conference and event support; critical client-facing documentation maintenance.

The position owns day-to-day oversight of a shared email mailbox supporting client and internal requests and drives continuous improvement to simplify and enhance client experience.

Basic Qualifications Bachelor's degree, or equivalent experience

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

Five or more years of relevant experience in financial services, investment management, relationship management, sales support, client service, or a related field

Preferred Skills/Experience

Experience with in the asset management or investment management industry

Fixed income investment knowledge or experience

Experience with registered investment products, including mutual funds and separately managed accounts

Demonstrated ability to influence and collaborate with stakeholders without direct authority

Strong networking, business development, and relationship-building skills

Understanding of intermediary distribution channels and advisor/client engagement

Knowledge of pipeline development, cross-selling, and upselling strategies

Experience supporting sales initiatives, territory management, or relationship management programs

Strong verbal, written, and presentation 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. 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:

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)
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