Strategic ETF Relationship Manager

U.S. Bank; Boston (MA); On-site; USD 92,000 - 108,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Job summary

U.S. Bank's USBFS team seeks a seasoned Relationship Manager to maximize client retention and drive growth in fund services. You will assess client needs, coordinate cross-functional efforts, and present strategic recommendations to enhance service levels.

Ideal candidates possess a Bachelor's degree and 4–6 years in mutual fund or brokerage sectors, with strong Excel and Office skills to build formula-driven spreadsheets and analyze data for decision making.

Qualifications

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

Responsibilities

• Maximize client retention and expand USBFS product development and services.
• Monitor client assets and propose fee structure amendments.
• Coordinate interdepartmental meetings to facilitate strategy development for client requests.

Skills

Client relations

Excel

Office skills

Communication with clients

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Excel

Microsoft Office

Job description

U.S. Bank's USBFS team seeks a seasoned Relationship Manager to maximize client retention and drive growth in fund services. You will assess client needs, coordinate cross-functional efforts, and present strategic recommendations to enhance service levels.

Ideal candidates possess a Bachelor's degree and 4–6 years in mutual fund or brokerage sectors, with strong Excel and Office skills to build formula-driven spreadsheets and analyze data for decision making.