ETF Client Onboarding Specialist
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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.
Serves as an ETF Onboarding expert for assigned fund launches to assist business lines and clients with support and coordination during the fund onboarding process. Provides project direction and support including research, analysis, and coordination for new fund launches. Serves as primary lead on fund launches acting as a key contact to new clients. Acts as a liaison supporting the strategies and objectives of the business line and our clients in order to successfully onboard funds onto our systems.
Required experience with ETFs and fund onboarding. Ability to work independently, be responsive to business and client needs, execute on tight deadlines and negotiate solutions for new and evolving product types. Basic qualifications include a bachelor's degree, or equivalent work experience, and 10 or more years of direct experience with project management responsibilities, ETFs, and onboarding of 1940 act mutual funds.
Preferred skills and experience include the ability to conduct an analysis of business needs, including scheduling, managing and leading meetings, planning agendas, conferring with business line leaders, documenting and making verbal and written presentations, tracking and executing on project deliverables from both internal and external stakeholders. Strong understanding and use of project management techniques and testing processes and supervises their use. Proficient computer navigation skills using a variety of software packages including Microsoft Office applications. Strong project management, organization, and analytical skills. Strong interpersonal, verbal, written, and presentation communication skills. Strong leadership and negotiation skills. Extensive knowledge of the business lines or functional areas involved in the onboarding of ETFs and mutual funds. Project management professional (PMP) certification is strongly preferred.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security, and give you peace of mind. Our benefits include the following (some may vary based on role, location, or hours) : 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.
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.
Client Onboarding • Boston, MA, US