ETF Relationship Manager

U.S. Bank

. Serve as a trusted advisor to mutual fund clients .

Posted 9/29/2026full-timeUnited StatesSeniorLead💰 $157,230 - $192,170 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of the financial services industry and mutual fund operations, with a strong ability to build client relationships and manage complex client needs. Proficient in risk management strategies and compliance with regulatory standards, while delivering high-quality service and support.

Highest-signal resume keywords

Advanced Knowledge Of Financial Services IndustryClient Relationship ManagementRisk Management StrategiesAnalytical And Problem-Solving SkillsMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mutual Fund OperationsFinancial AnalysisRegulatory ComplianceClient Risk AssessmentData AnalysisAudit PreparationFee Structure ManagementProduct DevelopmentInvoice ReviewShareholder Statement Review

Soft Skills

Effective CommunicationOrganizational SkillsTeam CollaborationAdaptabilityAttention To Detail

Tools & Technologies

Microsoft OfficeMicrosoft Excel

Industry Keywords

Mutual Fund IndustryBrokerage IndustryU.S. Bank PoliciesCode Of EthicsBusiness Conduct

About the role

Key responsibilities & impact

Serve as a trusted advisor to mutual fund clients
Assess the changing business environment and provide expertise and guidance
Maximize client retention and expand product development and services
Monitor client asset levels and propose fee structure amendments
Conduct monthly client risk assessments measuring satisfaction for each USBFS service line
Recommend ways to maintain and increase service levels
Research client products and existing services to identify sales opportunities
Coordinate interdepartmental meetings to develop strategies and solutions for client requests
Coordinate client tours of USBFS operations, host clients at conferences, and attend Board of Directors' meetings when necessary
Review and approve USBFS and U.S. Bank business line invoices for reasonableness and accuracy
Prepare and complete transfer agent audit requests and SEC Exam information
Review and approve shareholder statements, applications, regulatory documents, and tax forms
Manage challenging client relationships and/or fund structures
Represent Relationship Management on internal and external committees and at seminars/conferences
Develop, improve, or implement department procedures to enhance clients' experience
Assist with training and mentoring new personnel

Requirements

What you’ll need

Bachelor's degree in business administration or related field, or equivalent experience
12 to 16 years of experience in a mutual fund related or brokerage industry position
Advanced knowledge of the financial services industry
Understanding of operations, legal or accounting principles impacting the mutual fund industry
Ability to build strong working relationships and respond promptly to client inquiries
Effective work habits and organizational skills, including prioritizing and planning
Ability to handle multiple tasks while adapting to changing client priorities
Ability to produce high-quality, accurate, thorough work with attention to detail
Strong analytical and problem-solving skills
Sound business judgment to proactively resolve issues or identify concerns
Excellent verbal and written communication skills
Ability to practice effective risk management strategies and understand USBFS' risk policies
Proven team-oriented skills
Advanced knowledge of Microsoft Office products
Ability to build formula-driven Microsoft Excel spreadsheets
Flexibility with work hours as required to meet client expectations
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies

Benefits

Comp & perks

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension