ETF Client Advisor: Growth & Strategy

U.S. Bank; New York (NY); On-site; USD 92,000 - 108,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) employer-funded retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank, headquartered in the United States, is seeking a Relationship Manager for USBFS to service clients in the mutual fund and ETF sector.

The role focuses on maximizing client retention, expanding product development and services, and coordinating cross‑functional teams to meet client needs. The ideal candidate has 4–6 years of relevant industry experience, strong relationship-building abilities, and advanced knowledge of Microsoft Excel and Office tools.

Qualifications

• Bachelor's degree in business administration or related field.
• Four to six years of experience in a mutual fund/ETF related or brokerage industry position.

Responsibilities

• Maximize client retention and expand USBFS' product development and services.
• Monitor client asset levels and propose fee structure amendments.
• Coordinate interdepartmental meetings to facilitate communication and develop strategies.
• Review and approve invoices, shareholder statements, and regulatory documents.

Skills

Financial services knowledge

Relationship building

Organization skills

Quality of work

Team player

Microsoft Office

Excel formulas

Flexibility

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Office

Excel

Job description

U.S. Bank, headquartered in the United States, is seeking a Relationship Manager for USBFS to service clients in the mutual fund and ETF sector.

The role focuses on maximizing client retention, expanding product development and services, and coordinating cross‑functional teams to meet client needs. The ideal candidate has 4–6 years of relevant industry experience, strong relationship-building abilities, and advanced knowledge of Microsoft Excel and Office tools.