Michigan Licensed Senior Managing Consultant

Job Summary

To drive revenue growth within the Institutional Advisory Group, the full-time Michigan Licensed Senior Managing Consultant will manage sales activities, acquire new business, and service existing accounts while collaborating with portfolio managers and client service teams in a remote setting.

Key responsibilities

• Promote U.S. Bancorp Asset Management capabilities to institutional clients and prospects
• Acquire new clients and maintain relationships with existing accounts, covering complex portfolios
• Collaborate with internal teams to enhance service delivery and drive business development

Required qualifications

• Bachelor's degree or equivalent experience
• 10 or more years of experience in portfolio management, sales, marketing, or relationship management
• FINRA series 6 or 7, 63 licensed or ability to complete testing within 120 days of start date
• In-depth knowledge of the firm's products and services
• Experience in managing relationships with institutional clients in a B2B environment