Mutual Funds Relationship Manager - Hybrid & Growth

U.S. Bank; Sacramento (CA); Hybrid; USD 147,000 - 180,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a seasoned Relationship Manager to serve mutual fund clients within USBFS.

You will maximize client retention, coordinate cross‑functional initiatives, review invoices, and prepare audit information for SEC exams while building trusted advisor relationships across product lines. The role requires a Bachelor's degree and 12–16 years of mutual fund or brokerage experience, with strong communication, analytical, and risk-management skills.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 12 to 16 years of mutual fund or brokerage industry experience.
• Strong communication and relationship management skills.

Responsibilities

• Maximize client retention and expand product development and services.
• Monitor client asset levels and review invoices for reasonableness.
• Coordinate interdepartmental meetings to facilitate solutions for client requests.
• Prepare audit requests and information for SEC exams.
• Represent the Relationship Management Department on internal and external committees.

Skills

Mutual fund industry expertise

Client relationship management

Analytical thinking

Communication skills

Risk management knowledge

Microsoft Office proficiency

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Excel

CRM software

Office suite (MS Word/PowerPoint)

Job description

U.S. Bank seeks a seasoned Relationship Manager to serve mutual fund clients within USBFS.

You will maximize client retention, coordinate cross‑functional initiatives, review invoices, and prepare audit information for SEC exams while building trusted advisor relationships across product lines. The role requires a Bachelor's degree and 12–16 years of mutual fund or brokerage experience, with strong communication, analytical, and risk-management skills.