U.S. Bank este o instituție de servicii financiare cu sediul în Statele Unite, care deservește persoane fizice și companii prin servicii bancare pentru retail și companii, administrarea averilor, evaluarea creditelor și administrarea investițiilor. Compania sprijină, de asemenea, inițiativele de educație financiară și implicarea în comunitate. Conținutul său despre cariere evidențiază accentul pus pe incluziune, cultura organizațională, dezvoltarea angajaților, precum și sănătate și bunăstare. U.S. Bank este membră FDIC pentru produsele de depozit eligibile; produsele de investiții și de asigurare nu sunt asigurate de FDIC și își pot pierde valoarea.
Senior Mutual Fund Relationship Manager at U.S. Bank in Milwaukee, Hybrid
Senior relationship management role supporting mutual fund clients and expanding services within U.S. Bank’s fund administration business. Responsibilities include client retention, risk reviews, audits, regulatory documentation, and strategic account management.
Descriere
- Advise mutual fund clients as a trusted relationship partner
- Evaluate changing business conditions and provide relevant expertise and guidance
- Strengthen client retention while expanding products and services
- Track client asset levels and recommend updates to fee structures
- Complete monthly risk assessments and measure satisfaction across each service line
- Recommend actions to sustain and improve USBFS service levels
- Research client products and current services to uncover sales opportunities
- Bring internal teams together to develop responses and solutions for client needs
- Maintain client engagement through operational tours, conferences, and Board of Directors’ meetings as needed
- Review and approve USBFS and U.S. Bank invoices for accuracy and reasonableness
- Prepare transfer agent audit materials and information requested for SEC examinations
- Review and approve shareholder statements, applications, regulatory materials, and tax forms
- Oversee complex client relationships and fund structures
- Represent Relationship Management on internal and external committees, seminars, and conferences
- Create, refine, and implement procedures that improve the client experience
- Support the training and mentoring of new team members
Cerințe
- Bachelor’s degree in business administration or a related discipline, or equivalent experience
- 12–16 years of experience in a mutual fund-related or brokerage industry role
- Advanced financial services industry knowledge, including operational, legal, or accounting principles relevant to mutual funds
- Proven ability to build strong working relationships and respond promptly to client inquiries
- Strong organization and work-management skills, including prioritization, planning, and multitasking
- Consistent ability to deliver accurate, complete, high-quality work with close attention to detail
- Strong analytical, problem-solving, and business judgment capabilities
- Excellent written and verbal communication skills
- Ability to apply effective risk management practices and understand USBFS risk policies
- Collaborative, team-oriented approach
- Advanced proficiency with Microsoft Office products
- Ability to create formula-driven Microsoft Excel spreadsheets
- Willingness to adjust working hours when needed to meet client expectations
- Ability to follow U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct
- Ability to meet applicable employment eligibility, background screening, and regulatory requirements
Beneficii
- Medical, dental, and vision healthcare coverage
- Basic and optional term life insurance
- Short- and long-term disability coverage
- Pregnancy disability and parental leave
- 401(k) plan and employer-funded retirement program
- Paid vacation ranging from two to five weeks based on salary grade and tenure
- Up to 11 paid holidays
- Adoption assistance
- Sick and Safe Leave accrued at one hour per 30 hours worked, up to 80 hours per calendar year unless otherwise required by law
- Incentive and recognition programs
- Employee equity stock purchase opportunity
- 401(k) contributions and pension
- Hybrid and flexible scheduling, including the option to work outside the office location on non-office days