Strategic Mutual Funds Relationship Manager | Hybrid

U.S. Bank; Milwaukee (WI); Hybrid; USD 60,000 - 71,000; Full time

Benefits offered by this job

Healthcare benefits

401(k)

Paid vacation

Holidays

Job summary

U.S. Bank is seeking a Relationship Manager to support mutual fund clients and strategic goals. You will assess client needs, nurture relationships, and coordinate across teams to deliver tailored financial services.

The role requires 1–2 years in mutual funds or brokerage, a business-focused degree, and strong Excel/Office skills. A hybrid schedule is available with in-office and flexible days. We value accuracy and proactive client service.

Qualifications

• Bachelor's degree or equivalent experience in business administration or related field.
• 1–2 years of mutual fund related or brokerage industry experience.

Responsibilities

• Maximize client retention and expand USBFS product development and services.
• Monitor client asset levels and propose fee structure amendments.
• Conduct monthly client risk assessments for service lines.
• Coordinate interdepartmental meetings to develop strategies and solutions.
• Review and approve invoices and regulatory documents.
• Assist Senior Relationship Managers with daily tasks.

Skills

Relationship building

Financial services knowledge

Organizational skills

Attention to detail

Team player

Microsoft Office

Excel

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Relationship Manager to support mutual fund clients and strategic goals. You will assess client needs, nurture relationships, and coordinate across teams to deliver tailored financial services.

The role requires 1–2 years in mutual funds or brokerage, a business-focused degree, and strong Excel/Office skills. A hybrid schedule is available with in-office and flexible days. We value accuracy and proactive client service.