Senior Mutual Funds Relationship Manager
Listed on 2026-10-13
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Finance & Banking
Banking & Finance, Wealth Management, Financial Sales
U.S. Bank is seeking a Relationship Manager for USBFS to serve as a trusted advisor to clients, focusing on maximizing retention and expanding product services. You will assess client assets, propose fee structure amendments, and coordinate cross-functional teams to meet client requests.
Responsibilities include maintaining client relationships, reviewing regulatory documents, and supporting audit processes. Hybrid/flexible schedule with in-office days and attendance at conferences as needed.
We would love to welcome a new Senior Mutual Funds Relationship Manager to our team in Brea, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Mutual Funds Relationship Manager role in the description above.
We appreciate your interest in this position.
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