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About the Role

U.S. Bancorp Fund Services (USBFS) Relationship Managers act as trusted advisors, assessing the dynamic business environment to provide expertise and guidance, enabling clients to focus on growing their firm's assets. This role involves maximizing client retention, expanding product development, and monitoring client assets.

Responsibilities

Maximize client retention and expand 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.
Proactively make recommendations to clients to maintain and increase service levels.
Research client's products and existing services to identify sales opportunities.
Coordinate interdepartmental meetings to develop strategies and solutions for client requests.
Maintain open client communication by coordinating client tours, hosting at conferences, and attending Board of Directors' meetings.
Review and approve all business line invoices for reasonableness and accuracy.
Prepare and complete transfer agent audit requests and information for SEC Exams.
Review and approve shareholder statements, applications, regulatory documents, and tax forms.
Manage challenging client relationships and/or fund structures.
Participate and represent the Relationship Management Department on internal and external committees, and at seminars/conferences.
Develop, improve, or implement Relationship Management Department procedures to enhance client experience.
Assist Relationship Managers with training and mentoring of new personnel.

Requirements

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.
Ability to build strong working relationships by promptly responding to client inquiries and understanding clients' priorities.
Demonstrated effective work habits and organizational skills of prioritizing and planning, with the ability to handle multiple tasks while adapting to changing client priorities.
Well-developed ability to produce high-quality work that is accurate and thorough with attention to detail.
Strong analytical and problem-solving skills while using sound business judgment to proactively resolve issues or to quickly identify concerns.
Excellent verbal and written communication skills in working with clients, external auditors, and internal personnel.
Proven ability in practicing effective risk management strategies while understanding USBFS' risk policies.
Proven team-oriented skills.
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.

Skills

Advanced knowledge of the financial services industry.
Understanding of operations, legal, or accounting principles impacting the mutual fund industry.
Advanced knowledge of Microsoft Office products.

Location

U.S. Bank

Work Type

Hybrid/flexible schedule (3+ days in office per week)

Experience Level

Nine to 14 years of experience

Education Level

Bachelor's degree in business administration or related field, or equivalent experience

Salary/Compensations

$118,170.00 - $144,430.00

Benefits

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
Incentive and recognition programs
Equity stock purchase
Pension

About the Company

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.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.
U.S. Bank will consider qualified applicants with arrest or conviction records for employment.
U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.
U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).
Certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Equal Opportunity

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.