Mutual Funds Relationship Manager — Hybrid / Client Growth

U.S. Bank; Boston (MA); Hybrid; USD 60,000 - 71,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental leave

401(k)

Paid vacation

Holiday pay

Adoption assistance

Job summary

U.S. Bank is seeking a Relationship Manager for USBFS operations to advise clients on mutual fund services and drive retention and growth across client portfolios.

In this role you will assess client needs, coordinate with internal teams, review invoices, and support audits while building strong relationships. The position offers a hybrid schedule with 3+ days in the office and flexible days, plus a comprehensive benefits package.

Qualifications

• Bachelor's degree in business administration or related field or equivalent experience.
• 1–2 years of mutual fund related or brokerage industry experience preferred.
• Strong communication and relationship-building skills.

Responsibilities

• Advise clients on mutual fund services and strategic goals.
• Maintain open client communication and coordinate with internal teams.
• Assist in monthly client risk assessments and invoice review.

Skills

Relationship management

Client communication

Financial services

Time management

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Office

Excel spreadsheets

Job description

U.S. Bank is seeking a Relationship Manager for USBFS operations to advise clients on mutual fund services and drive retention and growth across client portfolios.

In this role you will assess client needs, coordinate with internal teams, review invoices, and support audits while building strong relationships. The position offers a hybrid schedule with 3+ days in the office and flexible days, plus a comprehensive benefits package.