ETF Relationship Manager

U.S. Bank Relationship Manager

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

In today's complex and dynamic environment, clients expect to be serviced by professionals who understand the ETF and mutual fund industry and their client's expectations and strategic goals. U.S. Bancorp Fund Services (USBFS) Relationship Managers are viewed as trusted advisors and work with our clients to continually assess the rapidly changing business environment to provide expertise and guidance so our clients can focus on growing their firm's assets. Job duties include maximizing client retention and expanding product development and services. Monitor client asset levels and propose fee structure amendments. Conduct monthly client risk assessments measuring client satisfaction levels for each service line offered by USBFS. Proactively make recommendations to clients to maintain and increase service levels offered by USBFS. Research client's products and existing services to identify sales opportunities. Coordinate interdepartmental meetings to facilitate open communication among internal personnel to effectively develop strategies and solutions to meet clients' requests. Maintain open client communication by coordinating and facilitating client tours of USBFS' operations, hosting at various conferences, and attending Board of Directors' meetings (if necessary). Review and approve all business line invoices of USBFS and U.S. Bank, N.A. for reasonableness and accuracy. Prepare and complete transfer agent audit request and information for SEC Exams. Review and approve shareholder statements, shareholder applications, regulatory documents and tax forms. Manage challenging client relationships and / or fund structures. Participate and represent the Relationship Management Department on USBFS internal committees, external committees and at seminars / conferences. Develop, improve or implement Relationship Management Department procedures with the goal of enhancing clients' overall experience working with USBFS. Assist Relationship Managers with training and mentoring of new personnel.

Basic Qualifications :

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

Preferred Skills / Experience :

The role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits :

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.