Investment Management Liaison

At U.S. Bank were 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.

Job Description

Serves as a senior client and internal liaison for complex trade inquiries affecting investment management clients. Leads the end-to-end coordination of high-risk time-sensitive or recurring matters involving trade capture settlement failed trades market practices cash or position impacts and related servicing dependencies. Establishes clear ownership and brings together Product Operations Risk Technology relationship teams and other subject-matter experts to investigate issues communicate accurate client-ready updates and drive timely resolution. Translates individual inquiries into repeatable playbooks decision trees escalation paths and operating procedures that improve consistency and reduce reliance on informal knowledge. Identifies recurring themes facilitates root-cause analysis documents corrective actions and maintains follow-through until remediation is implemented validated and embedded in the operating model. Uses inquiry and issue trends to recommend process control data training and technology improvements consistent with governing agreements applicable laws and regulations and U.S. Bank policies and procedures.

Basic Qualifications
- Associates degree or equivalent work experience
- Typically eight to 10 years of job-related experience preferably in institutional trust and/or financial industry

Preferred Skills/Experience

- Advanced knowledge of the investment trade lifecycle including trade capture settlement failed-trade management cash and position impacts market practices and exception resolution
- Proven ability to lead complex client inquiries from initial assessment through resolution while maintaining clear ownership urgency and communication discipline
- Experience coordinating across Product Operations Risk Technology relationship management compliance legal and other subject-matter experts
- Strong ability to translate technical trade system operational and control issues into concise accurate client-ready guidance
- Experience developing repeatable playbooks decision trees escalation paths procedures training materials and knowledge resources
- Strong root-cause analysis skills including the ability to distinguish immediate resolution from underlying remediation and control improvement
- Demonstrated ability to track corrective actions dependencies owners and due dates through implementation and validation
- Ability to identify recurring inquiry themes and convert them into process control data training or technology improvement recommendations
- Strong analytical judgment and ability to assess financial client operational control and reputational impacts
- Excellent interpersonal consultative presentation verbal and written communication skills
- Proven ability to influence outcomes in a matrixed environment without direct authority
- Demonstrated ability to manage multiple high-priority matters deadlines and stakeholder expectations
- Strong leadership collaboration and knowledge-sharing skills

Location Expectations
The role offers a hybrid/flexible schedule which means theres an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If theres 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 .

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. Thats 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:

• 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

Review our full benefits available by employment status here .

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.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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 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: $86360.00 - $101600.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition certain positions may also be subject to the requirements of FINRA NMLS registration Reg Z Reg G OFAC the NFA the FCPA the Bank Secrecy Act the SAFE Act and/or federal guidelines applicable to an agreement such as those related to ethics safety or operational procedures.

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.