Senior Investment Trade Liaison & Playbook Architect

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

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.