Investment Management Liaison

U.S. Bank; Boston (MA); Hybrid; USD 86,000 - 102,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a senior client liaison to oversee complex trade inquiries affecting investment management clients.

You will lead end-to-end coordination across Product, Operations, Risk, and Technology to investigate issues, drive timely resolution, and translate inquiries into repeatable playbooks and procedures. The role requires in-depth knowledge of the investment trade lifecycle, strong stakeholder management, and the ability to influence outcomes in a matrixed environment.

Qualifications

• Advanced knowledge of the investment trade lifecycle, including trade capture, settlement, failed-trade management, cash and position impacts, market practices, and exception resolution
• Proven ability to lead complex client inquiries from initial assessment through resolution while maintaining clear ownership, urgency, and communication discipline
• Experience coordinating across Product, Operations, Risk, Technology, relationship management, compliance, legal, and other subject-matter experts
• Strong ability to translate technical trade, system, operational, and control issues into concise, accurate, client-ready guidance
• Experience developing repeatable playbooks, decision trees, escalation paths, procedures, training materials, and knowledge resources
• Strong root-cause analysis skills, including the ability to distinguish immediate resolution from underlying remediation and control improvement
• Demonstrated ability to track corrective actions, dependencies, owners, and due dates through implementation and validation
• Ability to identify recurring inquiry themes and convert them into process, control, data, training, or technology improvement recommendations
• Strong analytical judgment and ability to assess financial, client, operational, control, and reputational impacts
• Excellent interpersonal, consultative, presentation, verbal, and written communication skills
• Proven ability to influence outcomes in a matrixed environment without direct authority
• Demonstrated ability to manage multiple high-priority matters, deadlines, and stakeholder expectations
• Strong leadership, collaboration, and knowledge-sharing skills

Responsibilities

• Lead end-to-end coordination of high-risk, time-sensitive or recurring trade matters for investment management clients.
• Establish clear ownership and bring together Product, Operations, Risk, Technology, and relationship teams to investigate issues and drive timely resolution.
• Translate inquiries into repeatable playbooks, decision trees, escalation paths, and operating procedures.
• Identify recurring themes, perform root-cause analysis, document corrective actions, and ensure remediation is embedded in the operating model.
• Recommend process, control, data, training, and technology improvements based on inquiry trends and governing requirements.

Skills

Trade lifecycle

Root-cause analysis

Cross-team coordination

Client communication

Playbooks/standard procedures

Stakeholder management

Analytical judgment

Influence without authority

Time management

Project coordination

Education

Associate’s degree or equivalent

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

Serves as a senior client and internal liaison for complex trade inquiries affecting investment management clients. Leads the end-to-end coordination of high-risk, time-sensitive, or recurring matters involving trade capture, settlement, failed trades, market practices, cash or position impacts, and related servicing dependencies. Establishes clear ownership and brings together Product, Operations, Risk, Technology, relationship teams, and other subject-matter experts to investigate issues, communicate accurate client-ready updates, and drive timely resolution. Translates individual inquiries into repeatable playbooks, decision trees, escalation paths, and operating procedures that improve consistency and reduce reliance on informal knowledge. Identifies recurring themes, facilitates root-cause analysis, documents corrective actions, and maintains follow-through until remediation is implemented, validated, and embedded in the operating model. Uses inquiry and issue trends to recommend process, control, data, training, and technology improvements consistent with governing agreements, applicable laws and regulations, and U.S. Bank policies and procedures.

Basic Qualifications

• Associate’s degree, or equivalent work experience
• Typically eight to 10 years of job-related experience, preferably in institutional trust and/or financial industry

Preferred Skills/Experience

• Advanced knowledge of the investment trade lifecycle, including trade capture, settlement, failed-trade management, cash and position impacts, market practices, and exception resolution
• Proven ability to lead complex client inquiries from initial assessment through resolution while maintaining clear ownership, urgency, and communication discipline
• Experience coordinating across Product, Operations, Risk, Technology, relationship management, compliance, legal, and other subject-matter experts
• Strong ability to translate technical trade, system, operational, and control issues into concise, accurate, client-ready guidance
• Experience developing repeatable playbooks, decision trees, escalation paths, procedures, training materials, and knowledge resources
• Strong root-cause analysis skills, including the ability to distinguish immediate resolution from underlying remediation and control improvement
• Demonstrated ability to track corrective actions, dependencies, owners, and due dates through implementation and validation
• Ability to identify recurring inquiry themes and convert them into process, control, data, training, or technology improvement recommendations
• Strong analytical judgment and ability to assess financial, client, operational, control, and reputational impacts
• Excellent interpersonal, consultative, presentation, verbal, and written communication skills
• Proven ability to influence outcomes in a matrixed environment without direct authority
• Demonstrated ability to manage multiple high-priority matters, deadlines, and stakeholder expectations
• Strong leadership, collaboration, and knowledge-sharing skills

Location Expectations

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: $86,360.00 - $101,600.00

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.