Hybrid Mutual Funds Relationship Manager

U.S. Bank; New York (NY); Hybrid; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

11 paid holidays

Life insurance

Disability insurance

Job summary

U.S. Bank is seeking an experienced Relationship Manager within the USBFS team to serve clients and drive asset growth. The role focuses on advising clients, identifying opportunities, and coordinating cross‑functional efforts to improve service levels and profitability.

The position demands strong communication, deep mutual fund knowledge, and the ability to manage complex client relationships while working in a hybrid environment with in‑office and remote days.

Qualifications

• BA/BS in business or related field, or equivalent experience.
• 9–14 years in mutual fund or brokerage industry.

Responsibilities

• Maximize client retention and expand product development/services.
• Review invoices for reasonableness and accuracy.
• Coordinate meetings to develop strategies and solutions for clients.
• Maintain client relationships and coordinate communications with internal staff.
• Assist training/mentoring of new personnel.

Skills

Client relationships

Financial services

Communication

Analytical thinking

Problem solving

Microsoft Office

Excel formulas

Education

Bachelor's degree or equivalent experience

Tools

Excel

Microsoft Office

Job description

U.S. Bank is seeking an experienced Relationship Manager within the USBFS team to serve clients and drive asset growth. The role focuses on advising clients, identifying opportunities, and coordinating cross‑functional efforts to improve service levels and profitability.

The position demands strong communication, deep mutual fund knowledge, and the ability to manage complex client relationships while working in a hybrid environment with in‑office and remote days.