Investment Management Liaison

U.S. Bank

. Serve as a senior client and internal liaison for complex trade inquiries affecting investment management clients .

Posted 9/17/2026full-timeMilwaukee • Ohio • United StatesSeniorLead💰 $86,360 - $101,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of the investment trade lifecycle, including trade capture, settlement, and failed-trade management, while effectively leading complex client inquiries and coordinating across multiple teams. Proven ability to develop repeatable processes and improve operational efficiencies through strong analytical judgment and root-cause analysis.

Highest-signal resume keywords

Investment Trade LifecycleTrade CaptureFailed-Trade ManagementRoot-Cause AnalysisClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade SettlementException ResolutionProcess ImprovementDecision Tree DevelopmentEscalation Path CreationOperational ProceduresAnalytical JudgmentTraining Material DevelopmentKnowledge Resource CreationCompliance Knowledge

Soft Skills

Interpersonal SkillsConsultative SkillsPresentation SkillsVerbal CommunicationWritten Communication

Certifications & Qualifications

Associate's Degree

Industry Keywords

Investment ManagementInstitutional TrustFinancial IndustryU.S. Bank PoliciesMatrixed Environment

About the role

Key responsibilities & impact

Serve as a senior client and internal liaison for complex trade inquiries affecting investment management clients
Lead end-to-end coordination of high-risk, time-sensitive, or recurring matters involving trade capture, settlement, failed trades, market practices, cash or position impacts, and related servicing dependencies
Establish ownership and bring together Product, Operations, Risk, Technology, relationship teams, and subject-matter experts to investigate issues
Communicate accurate client-ready updates and drive timely resolution
Translate individual inquiries into repeatable playbooks, decision trees, escalation paths, and operating procedures
Identify recurring themes and facilitate root-cause analysis
Document corrective actions and maintain follow-through until remediation is implemented, validated, and embedded in the operating model
Use inquiry and issue trends to recommend process, control, data, training, and technology improvements consistent with governing agreements, applicable laws and regulations, and U.S. Bank policies and procedures

Requirements

What you’ll need

Associate’s degree, or equivalent work experience
Typically eight to 10 years of job-related experience, preferably in institutional trust and/or financial industry
Advanced knowledge of the investment trade lifecycle, including trade capture, settlement, failed-trade management, cash and position impacts, market practices, and exception resolution
Proven ability to lead complex client inquiries from initial assessment through resolution
Experience coordinating across Product, Operations, Risk, Technology, relationship management, compliance, legal, and other subject-matter experts
Ability to translate technical trade, system, operational, and control issues into concise, accurate, client-ready guidance
Experience developing repeatable playbooks, decision trees, escalation paths, procedures, training materials, and knowledge resources
Strong root-cause analysis skills
Ability to track corrective actions, dependencies, owners, and due dates through implementation and validation
Ability to identify recurring inquiry themes and convert them into process, control, data, training, or technology improvement recommendations
Strong analytical judgment
Excellent interpersonal, consultative, presentation, verbal, and written communication skills
Proven ability to influence outcomes in a matrixed environment without direct authority
Ability to manage multiple high-priority matters, deadlines, and stakeholder expectations
Strong leadership, collaboration, and knowledge-sharing skills
Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related 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