Senior ETF Relationship Manager

U.S. Bank; Boston (MA); On-site; USD 157,000 - 192,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Parental leave

Job summary

U.S. Bank is seeking an experienced Relationship Manager for USBFS to service ETF and mutual fund clients. You will maximize retention, identify sales opportunities, and coordinate cross-departmental strategies to meet client requests and improve service levels.

In this role, you will review invoices, prepare audit information, and engage with boards and committees as needed. The position requires deep knowledge of the ETF/mutual fund industry, strong client communication, and the ability to

Qualifications

• Bachelor's degree in business administration or related field or equivalent experience.
• 12 to 16 years of mutual fund/ETF or brokerage industry experience.

Responsibilities

• Maximize client retention and expand product development and services.
• Monitor client asset levels and propose fee structure amendments.
• Coordinate interdepartmental meetings to develop strategies and solutions.
• Review and approve invoices and regulatory documents as required.

Education

Bachelor's degree in business administration or related field

Tools

Excel

CRM systems

Microsoft Office

Job description

U.S. Bank is seeking an experienced Relationship Manager for USBFS to service ETF and mutual fund clients. You will maximize retention, identify sales opportunities, and coordinate cross-departmental strategies to meet client requests and improve service levels.

In this role, you will review invoices, prepare audit information, and engage with boards and committees as needed. The position requires deep knowledge of the ETF/mutual fund industry, strong client communication, and the ability to