• ETF Client Onboarding Specialist

    US Bank (Boston, MA)


    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 at—all from Day One.

    Job Description

    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

    - Bachelor's degree, or equivalent work experience

     

    - 10 or more years of direct experience with project management responsibilities, ETFs and onboarding of 1940 act mutual funds

    Preferred Skills/Experience

    - 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 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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    Benefits:

    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

     
     

    E-Verify

     
     

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00

     
     

    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.

     

    Posting may be closed earlier due to high volume of applicants.