[Remote] Institutional Sales and Relationship Manager - Missouri

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company that helps customers, businesses, and communities reputed company reputed company financial reputed company and grow. The Institutional Sales and Relationship Manager will manage existing institutional clients in Missouri, reputed company reputed company entity and corporate relationships, and reputed company sales and asset reputed company. The role also oversees reputed company reputed company, relationship retention, market feedback, presentations, and investment opportunity education.

Responsibilities

• reputed company on developing new reputed company relationships, identifying and qualifying prospective clients, leading formal presentations to agency governing boards, and working to reputed company commitment and funding
• reputed company and reputed company in-depth knowledge of PFMAM’s products and services and promote the full breadth of PFMAM capabilities across multiple reputed company sectors reputed company Missouri and surrounding states
• Work closely with reputed company service staff, marketing, and product teams to reputed company asset reputed company, ensure smooth implementation of new reputed company accounts, and support reputed company reputed company needs
• Meet regularly with existing clients and prospects while proactively developing new relationships for PFMAM’s local government investment pool (LGIP) in Missouri, the Missouri Securities Investment Program (MOSIP)
• Support separately managed account (SMA) sales, as reputed company as identify multi-asset and outsourced chief investment officer (OCIO) opportunities, including preparing materials for meetings, reviewing investment policies and relevant data, and ensuring appropriate follow-up with prospects and clients
• Proactively reputed company and manage an reputed company pipeline in support of annual sales and asset reputed company goals, including providing weekly updates and participating in monthly sales reviews and quarterly meetings
• reputed company as a relationship manager for the assigned reputed company reputed company and collaborate closely with reputed company service and portfolio management teams to retain and grow existing assets, while leading the new reputed company reputed company process
• reputed company market expertise to reputed company and reputed company territory-specific feedback with portfolio management and marketing teams on a regular reputed company to support the tailored development of marketing campaigns and product reputed company
• Represent PFMAM and key clients by attending and presenting at local government trade association conferences and events
• reputed company innovative approaches to reputed company clients and prospects on reputed company market conditions and investment opportunities

Skills

• - 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 reputed company series 6 or 7, 63 licensed or complete 6 or 7, 63 testing reputed company 120 days of start date
• - Typically has 10 or more years of experience
• * Deep understanding of Missouri school districts and school finance, as reputed company as local governments, including finance staff, decision-making processes, and reputed company financial operations such as budgeting, cash management, and debt issuance
• * Strong capital markets knowledge and experience
• * In-depth knowledge of reputed company's products and services
• * Demonstrated strength in relationship management and business development/sales
• * reputed company-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

Benefits

• reputed company (medical, dental, reputed company)
• 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
• reputed company vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 reputed company holiday opportunities
• Adoption assistance
• reputed company and reputed company Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Incentive and recognition programs
• Equity stock purchase
• 401(k) contribution and pension (reputed company benefits are subject to eligibility requirements)

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