Job Description

Locations

• MN, Minneapolis

Skills Required

• institutional asset management solutionsintermediate

Preferred Qualifications

• 5+ years of people leadership or team management experience (experience, 5 years)
• Extensive experience working with public sector clients, particularly Minnesota local governments (experience)
• Strong knowledge of institutional asset management solutions, including LGIPs, fixed income, SMA, and OCIO (experience)
• Proven track record of leading teams to achieve revenue and asset growth targets (experience)
• Demonstrated success operating in a matrixed organization and influencing cross-functional partners (experience)
• Excellent presentation, communication, and executive presence (experience)
• Strong analytical, strategic thinking, and problem-solving skills (experience)
• CFA designation and/or MBA preferred (experience)
• FINRA Series 24 (or the ability to obtain) strongly preferred for supervisory responsibilities (experience)
• 5+ years of people leadership or team management experience (experience, 5 years)
• Extensive experience working with public sector clients, particularly Minnesota local governments (experience)
• Strong knowledge of institutional asset management solutions, including LGIPs, fixed income, SMA, and OCIO (experience)
• Proven track record of leading teams to achieve revenue and asset growth targets (experience)
• Demonstrated success operating in a matrixed organization and influencing cross-functional partners (experience)
• Excellent presentation, communication, and executive presence (experience)
• Strong analytical, strategic thinking, and problem-solving skills (experience)
• FINRA Series 24 (or the ability to obtain) strongly preferred for supervisory responsibilities (experience)
• 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. (experience)

Responsibilities

• Lead, coach, and develop a team of institutional sales and relationship management professionals, establishing clear performance expectations and fostering a high-performing, client-focused culture
• Develop and execute regional sales and growth strategies aligned with firm objectives, with accountability for revenue generation, asset growth, and market penetration
• Identify, qualify, and pursue new business opportunities while expanding and retaining an established client base
• Serve as a senior relationship manager for key institutional clients and strategic prospects, including public entities, and lead high-impact presentations to governing boards and investment committees
• Leverage deep knowledge of PFMAM’s investment capabilities (LGIPs, SMA, OCIO, liquidity solutions) to deliver tailored solutions and support client needs
• Oversee pipeline management, including tracking, forecasting, and performance reporting, while ensuring disciplined sales practices across the team
• Partner with investment, product, marketing, client service, and operations teams to ensure seamless client onboarding, delivery, and ongoing relationship management
• Ensure adherence to compliance, legal, and risk standards, including supervisory responsibilities where applicable
• Represent PFMAM at industry events, conferences, and client forums to strengthen brand presence and develop relationships
• Provide market insights and client feedback to inform product development, marketing strategy, and thought leadership initiatives
• Lead, coach, and develop a team of institutional sales and relationship management professionals, establishing clear performance expectations and fostering a high-performing, client-focused culture
• Develop and execute regional sales and growth strategies aligned with firm objectives, with accountability for revenue generation, asset growth, and market penetration
• Identify, qualify, and pursue new business opportunities while expanding and retaining an established client base
• Serve as a senior relationship manager for key institutional clients and strategic prospects, including public entities, and lead high-impact presentations to governing boards and investment committees
• Leverage deep knowledge of PFMAM’s investment capabilities (LGIPs, SMA, OCIO, liquidity solutions) to deliver tailored solutions and support client needs
• Oversee pipeline management, including tracking, forecasting, and performance reporting, while ensuring disciplined sales practices across the team
• Partner with investment, product, marketing, client service, and operations teams to ensure seamless client onboarding, delivery, and ongoing relationship management
• Ensure adherence to compliance, legal, and risk standards, including supervisory responsibilities where applicable
• Represent PFMAM at industry events, conferences, and client forums to strengthen brand presence and develop relationships
• Provide market insights and client feedback to inform product development, marketing strategy, and thought leadership initiatives
• Basic Qualifications- 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 120 days of start date- Typically has 10 or more years of experience

Benefits

• general: The posted salary range is a guideline, and compensation may vary based on experience, skills, and qualifications. Total compensation also includes eligibility for an annual discretionary incentive.
• general: Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
• general: 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.
• general: 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:
• general: Healthcare (medical, dental, vision)
• general: Basic term and optional term life insurance
• general: Short-term and long-term disability
• general: Pregnancy disability and parental leave
• general: 401(k) and employer-funded retirement plan
• general: Paid vacation (from two to five weeks depending on salary grade and tenure)
• general: Up to 11 paid holiday opportunities
• general: Adoption assistance
• general: Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• general: Healthcare (medical, dental, vision)
• general: Basic term and optional term life insurance
• general: Short-term and long-term disability
• general: Pregnancy disability and parental leave
• general: 401(k) and employer-funded retirement plan
• general: Paid vacation (from two to five weeks depending on salary grade and tenure)
• general: Up to 11 paid holiday opportunities
• general: Adoption assistance
• general: Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• general: Review our full benefits available by employment status here.
• general: U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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