ETF Relationship Manager
Core
Trusted advisor for ETF and mutual fund clients, providing strategic guidance to maximize asset retention and expand product services.
Role type
Senior IC ETF Relationship Manager
Builds
Client relationships and service strategies for ETF and mutual fund firms
Domain
Financial Services / ETF & Mutual Fund Industry
Deliverable
client delivery
Required skills
ETF and mutual fund industry expertise, client relationship management, risk assessment, regulatory compliance, financial analysis, strategic planning
Preferred skills
Operations and legal knowledge, advanced Excel modeling, risk management strategy, mentoring
Technologies
Microsoft Office, Excel
Responsibilities
Monitor client asset levels and propose fee structure amendments; conduct monthly client risk assessments; coordinate interdepartmental meetings to develop client solutions; review and approve business line invoices and shareholder documents; represent the department at external committees and conferences.
Seniority
Senior, hands-on IC