Senior ETF Relationship Manager — Strategic Client Advisor

Us Bank

New York (NY)

On-site

USD 157,000 - 192,000

Full time

6 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) and employer-funded retirement
Paid vacation
Paid holidays

Job summary

U.S. Bank in New York seeks an experienced Relationship Manager to support USBFS clients, maximize retention, and expand service offerings across mutual funds and ETFs.

You will review client needs, coordinate across teams, and ensure accurate billing and compliance with regulatory requirements. Candidates should have deep knowledge of the financial services industry, strong communication skills, and the ability to manage complex relationships with high-profile clients.

Qualifications

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

Responsibilities

  • Maximize client retention and expand product development and services.
  • Monitor client assets and propose fee structure amendments.
  • Coordinate interdepartmental meetings to facilitate open communication.
  • Review invoices and regulatory documents for accuracy.
  • Develop and implement department procedures to enhance client experience.

Skills

Relationship management
Financial services knowledge
Client communication
Analytical thinking
Risk awareness

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Excel
Microsoft Office

Job description

U.S. Bank in New York seeks an experienced Relationship Manager to support USBFS clients, maximize retention, and expand service offerings across mutual funds and ETFs.

You will review client needs, coordinate across teams, and ensure accurate billing and compliance with regulatory requirements. Candidates should have deep knowledge of the financial services industry, strong communication skills, and the ability to manage complex relationships with high-profile clients.

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