Mutual Funds Relationship Manager

U.S. Bank

. Serve as a trusted advisor to mutual fund industry clients .

Posted 9/22/2026full-timeUnited StatesSeniorLead💰 $118,170 - $144,430 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of the financial services industry, particularly in mutual funds, with strong analytical, problem-solving, and client relationship management skills. Proficient in developing strategies to enhance client satisfaction and retention while ensuring compliance with regulatory standards.

Highest-signal resume keywords

Mutual Fund Industry ExpertiseClient Relationship ManagementRisk Management StrategiesFinancial Services Operations KnowledgeMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services Industry KnowledgeRisk AssessmentRegulatory Document ReviewAudit PreparationData AnalysisProduct DevelopmentFee Structure AnalysisClient Satisfaction MeasurementTransfer Agent Audit RequestsSales Opportunity Identification

Soft Skills

Effective CommunicationOrganizational SkillsProblem-SolvingTeam CollaborationAttention to Detail

Tools & Technologies

Microsoft OfficeMicrosoft Excel

Industry Keywords

Mutual FundBrokerage IndustryClient RetentionU.S. Bank PoliciesCode of EthicsBusiness Conduct

About the role

Key responsibilities & impact

Serve as a trusted advisor to mutual fund industry clients
Assess changing business environments 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 and measure client satisfaction for each service line
Recommend ways to maintain and increase USBFS service levels
Research client products and existing services to identify sales opportunities
Coordinate interdepartmental meetings to develop strategies and solutions for client requests
Maintain client communication through client tours, conferences and Board of Directors' meetings when necessary
Review and approve USBFS and U.S. Bank invoices for reasonableness and accuracy
Prepare and complete transfer agent audit requests and information for SEC examinations
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
Nine to 14 years of experience in a mutual fund related or brokerage industry position
Advanced knowledge of the financial services industry and an 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 and handling multiple tasks
Ability to produce high-quality, accurate and thorough work with attention to detail
Strong analytical and problem-solving skills and sound business judgment
Excellent verbal and written communication skills
Ability to practice effective risk management strategies while understanding USBFS' risk policies
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
Applicants must be able 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