Mutual Funds Relationship Manager

U.S. Bank

. Serve as a trusted advisor to mutual fund clients .

Posted 10/9/2026full-timeUnited StatesSeniorLead💰 $147,420 - $180,180 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of the financial services industry, particularly in mutual fund operations, while effectively managing client relationships and ensuring compliance with regulatory requirements. Proven ability to analyze client needs, develop strategies, and enhance service levels through strong communication and organizational skills.

Highest-signal resume keywords

Mutual Fund Industry ExperienceClient Relationship ManagementFinancial Services KnowledgeRisk Management StrategiesMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services Industry KnowledgeClient Risk AssessmentRegulatory Document ReviewAudit Request PreparationFee Structure AnalysisProduct DevelopmentOperational Procedure ImprovementData AnalysisSales Opportunity IdentificationAttention to Detail

Soft Skills

Effective CommunicationAnalytical Problem-SolvingOrganizational SkillsTeam CollaborationClient Retention Strategies

Tools & Technologies

Microsoft OfficeMicrosoft ExcelClient Management SystemsSEC Examination ToolsAudit Management Software

Industry Keywords

Mutual FundBrokerage IndustryU.S. Bank PoliciesCode of EthicsBusiness ConductClient SatisfactionInterdepartmental CoordinationOperational ToursBoard of Directors MeetingsEmployment Eligibility

About the role

Key responsibilities & impact

Serve as a trusted advisor to mutual fund 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 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 operational tours, conferences, and Board of Directors' meetings when necessary
Review and approve USBFS and U.S. Bank invoices for accuracy and reasonableness
Prepare transfer agent audit requests and SEC examination information
Review and approve shareholder statements, applications, regulatory documents, and tax forms
Manage challenging client relationships and fund structures
Represent Relationship Management on internal and external committees and at seminars/conferences
Develop, improve, and 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 and understanding of operations, legal or accounting principles impacting the mutual fund industry
Ability to build strong working relationships and promptly respond to client inquiries
Effective work habits and organizational skills, including prioritizing, planning, and handling multiple tasks
Ability to produce high-quality, accurate, 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 and understand 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
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct
Ability to satisfy applicable employment eligibility, background check, and regulatory requirements

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
Hybrid/flexible schedule with flexibility to work outside the office location on non-office days