Senior Mutual Funds Relationship Manager (Hybrid)

U.S. Bank; Boston (MA); Hybrid; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic & optional)

Disability coverage (short-term & long

Disability coverage (long-term

Parental leave

401(k) and employer‑funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Manager to serve as a trusted advisor to clients, focusing on maximizing retention, expanding services, and aligning strategies with clients’ goals.

The role involves monitoring assets, coordinating cross‑functional efforts, and ensuring accurate management of invoices and regulatory documents. Candidates should bring extensive mutual fund industry experience, strong communication with clients and auditors, and a proactive, detail‑oriented approach to risk and

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 9–14 years in mutual fund or brokerage industry position.

Responsibilities

• Maximize client retention and expand product development and services.
• Monitor client asset levels and propose fee structure amendments.
• Coordinate interdepartmental meetings to facilitate communication.
• Review and approve invoices for reasonableness and accuracy.
• Support audits and regulatory documents as needed.
• Represent Relationship Management on internal/external committees.

Skills

Client relationships

Financial services knowledge

Communication skills

Analytical thinking

Risk management

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

U.S. Bank is seeking a Relationship Manager to serve as a trusted advisor to clients, focusing on maximizing retention, expanding services, and aligning strategies with clients’ goals.

The role involves monitoring assets, coordinating cross‑functional efforts, and ensuring accurate management of invoices and regulatory documents. Candidates should bring extensive mutual fund industry experience, strong communication with clients and auditors, and a proactive, detail‑oriented approach to risk and