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U.S. Bank · 1 day ago

Exchange Traded Fund Onboarding Specialist

Tempe, AZ

Full-time

Hybrid

Senior Level, Lead/Staff

$98K/yr - $116K/yr

10+ years exp

U.S. Bank is committed to helping customers and communities thrive, and they are seeking an Exchange Traded Fund Onboarding Specialist to join their Global Fund Services Onboarding team. The role involves managing onboarding events for clients and establishing registered investment products, ensuring smooth transitions and effective communication with stakeholders.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Support our Business Development Officer and Relationship Manager teams by leading routine client onboarding calls and partner with other Global Fund Services teams to ensure smooth client transitions from onboarding to ongoing fund servicing

Ensure onboarding events are proceeding timely and accurately based on client intent and internal requirements, with critical documents being retained within systems of record

Validate new setup documentation is completed in line with understanding of product details

Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Services leadership, ensuring proper escalation as needed

Willingness to take ownership of assigned relationships and serve as an escalation point for clients

Embrace change and continually think outside of the box to find new ways to solve problems

Qualification

Fund AdministrationClient OnboardingProject ManagementRegulatory ComplianceInvestment Industry KnowledgeCommunication SkillsProblem SolvingOrganizational Skills

Required

Bachelor's degree, or equivalent work experience

10 or more years of direct experience with project management responsibilities

Preferred

Robust knowledge of fund administration, fund accounting, transfer agency, custody, and/or regulatory compliance, especially with mutual funds or ETFs

Significant prior experience in client onboarding, relationship management, trust/security operations, or project management

Excellent interpersonal, verbal, and written communication skills

Superior organizational, managerial, and project management skills

Ability to think on your feet and resolve complex problems with minimal supervision

Operationally conscious with a desire to learn system inputs, outputs, and diverse product workflows

Working knowledge of common investment industry communication channels (SWIFT, FTP, APIs, online portal)