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Skills: Institutional Sales, Relationship Management, Business Development, Portfolio Management, Capital Markets
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$118k–$144k/yr
Full-time
bachelor degree
Healthcare (Medical, Dental, Vision), Basic Term And Optional Term Life Insurance, Short-Term And Long-Term Disability, Pregnancy Disability And Parental Leave, 401(k), Employer-Funded Retirement Plan
Posted 11d ago
~40 hrs/week
Responsibilities
Manage and grow relationships with institutional clients and public entities in North Carolina, specifically focusing on the North Carolina Investment Pool. Drive asset growth through new client acquisition, formal presentations, and collaboration with product and portfolio management teams.
Requirements
Requires a bachelor's degree and 10+ years of experience in institutional sales, portfolio management, or relationship management. Candidates must hold or obtain FINRA series 6 or 7 and 63 licenses within 120 days of hire.
Full job description
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
This position will focus on the sales and relationship management of existing clients in North Carolina, including shareholders of the North Carolina Investment Pool (NCIP). It will also focus on developing new relationships with public entity and other institutional clients.
Key tasks include:
Focus on developing new client relationships, identifying and qualifying prospective clients, leading formal presentations to agency governing boards, and working to gain commitment and funding.
Develop and leverage in-depth knowledge of PFMAM’s products and services and promote the full breadth of PFMAM capabilities across multiple client sectors within North Carolina.
Work closely with client service staff, marketing, and product teams to drive asset growth, ensure smooth implementation of new client accounts, and support current client needs.
Meet regularly with existing clients and prospects while proactively developing new relationships for PFMAM’s local government investment pool (LGIP) in North Carolina, the North Carolina Investment Pool (NCIP).
Support separately managed account (SMA) sales, as well as identify multi-asset and outsourced chief investment officer (OCIO) opportunities, including preparing materials for meetings, and ensuring appropriate follow-up with prospects and clients.
Proactively develop and manage an active pipeline in support of annual sales and asset growth goals, including providing weekly updates and participating in monthly sales reviews and quarterly meetings.
Act as a relationship manager for the assigned client base and collaborate closely with client service and portfolio management teams to retain and grow existing assets, while leading the new client onboarding process.
Leverage market expertise to generate and share territory-specific feedback with portfolio management and marketing teams on a regular basis to support the tailored development of marketing campaigns and product strategy.
Represent PFMAM and key clients by attending and presenting at local government trade association conferences and events.
Develop innovative approaches to educate clients and prospects on current market conditions and investment opportunities.
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
Preferred Skills/Experience
Deep understanding of North Carolina local governments, including finance staff, decision-making processes, and core financial operations such as budgeting, cash management, and debt issuance
Capital markets knowledge and experience
In-depth knowledge of the company’s products and services
Demonstrated strength in relationship management and business development/sales
Well-developed analytical and problem-solving skills
Ability to work effectively both independently and collaboratively in managing customer 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.
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)
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 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.
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, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $118,170.00 - 144,430.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Related keywords
FINRA Series 6FINRA Series 7FINRA Series 63PFMAMLGIPNCIPSMAOCIOCapital MarketsInstitutional SalesPublic FinanceAsset GrowthRelationship ManagementNorth Carolina Local GovernmentCash ManagementDebt Issuance
Elavon, a wholly owned subsidiary of U.S. Bank, is the connecting force behind smarter payments – bringing together secure, scalable solutions backed by trusted industry expertise to move commerce forward.
For more than 30 years, Elavon has helped businesses simplify payments and grow with confidence. Our intuitive technologies and integrated tools make every aspect of commerce more seamless, secure, and scalable – from accepting transactions to managing risk, settlement, and support.
We partner with organizations of all sizes, across industries and geographies, handling the full acquiring relationship while working closely with clients to understand their goals. By integrating the entire payments ecosystem, Elavon helps businesses focus on what matters most: progress.
Offices: Two Concourse Parkway, Suite 800, Atlanta, GA 30328, US · 7300 Chapman Hwy, Knoxville, TN 37920, US
RetailAirlinesHospitality and T&EHealthcare SMBPrivate SectorRestaurantsPaymentsand Payment GatewaysSmall and Medium BusinessesE-Commerce
How much do Management & Leadership jobs in North Carolina pay?
Based on 4213 listings with disclosed salaries, most management & leadership jobs in North Carolina pay between $65k–$180k per year. Individual offers vary with seniority, company size, and specialization.
How many Management & Leadership jobs are open in North Carolina right now?
There are currently 16,948 open management & leadership positions in North Carolina listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in North Carolina?
Companies currently hiring include Domino's, CVS Health, Dollar Tree Stores, American Addiction Centers, Duke Health Technology Solutions, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in North Carolina?
Yes — 3203 of the 16948 open management & leadership positions offer remote or hybrid work (945 remote, 2258 hybrid).
How do I apply for Management & Leadership jobs in North Carolina?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
Management & Leadership jobs by city in North Carolina