Head of MOSIP Program

U.S. Bank

. Develop new direct MOSIP relationships, identify and qualify prospective clients, lead formal presentations to agency governing boards, and gain commitment and funding .

Posted 10/6/2026full-timeRemote • Missouri • United StatesLead💰 $118,170 - $144,430 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management and business development, with a strong focus on relationship management and sales within the public sector. Holds necessary FINRA licenses and possesses in-depth knowledge of liquidity and fixed-income securities.

Highest-signal resume keywords

Portfolio ManagementBusiness DevelopmentFINRA Series 6 or 7 and 63 LicensedPublic Sector Client RelationshipsSales and Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementSalesMarketingRelationship ManagementKnowledge of Liquidity SecuritiesKnowledge of Fixed-Income SecuritiesClient Account ImplementationInvestment Policy ReviewMarket EducationPipeline Management

Soft Skills

Strong Interpersonal SkillsSelf-MotivatedHighly Organized

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 63 License

Industry Keywords

Public SectorInstitutional InvestorsMunicipal ClientsInvestment OpportunitiesCode of EthicsBusiness Conduct

About the role

Key responsibilities & impact

Develop new direct MOSIP relationships, identify and qualify prospective clients, lead formal presentations to agency governing boards, and gain commitment and funding
Develop and manage an active pipeline supporting annual sales goals, including weekly updates and participation in monthly sales reviews and quarterly meetings
Meet frequently with existing clients and prospects, prioritizing in-person meetings
Lead development of meeting materials, prepare for meetings, review investment policies and relevant data, and ensure follow-up with prospects, clients, and shareholders
Represent PFMAM and key clients at local government trade association conferences and events
Gain and leverage in-depth knowledge of PFMAM products and services
Work with internal partners to implement new client accounts and fulfill current client and shareholder needs
Create innovative ways to educate clients and prospects on market events and investment opportunities
Focus on sales and relationship management of existing Missouri clients and develop new relationships with public entity clients

Requirements

What you’ll need

Typically a bachelor's degree or equivalent experience
Experience in portfolio management, sales, marketing, or relationship management with institutional/municipal clients
Must be FINRA series 6 or 7 and 63 licensed or complete 6 or 7 and 63 testing within 120 days of start date
Typically has 10 or more years of experience
Strong relationships with public sector clients
Business development experience
Knowledge of liquidity and fixed-income securities or comparable bank offerings
Experience working in or with public sector and other institutional investors
Strong interpersonal skills
Self-motivated and highly organized
Demonstrated success working in a dynamic and fast-paced environment
Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Benefits

Comp & perks

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension