Investment Management Liaison

U.S. Bank•Boston, MA

9d•$86,360 - $101,600•Hybrid

About The Position

Serves as a senior client and internal liaison for complex trade inquiries affecting investment management clients. Leads 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.

Requirements

Associate’s degree or equivalent work experience.
Typically eight to 10 years of job-related experience, preferably in institutional trust and/or the financial industry.
Advanced knowledge of the investment trade lifecycle, including trade capture, settlement, failed-trade management, cash and position impacts, market practices, and exception resolution.
Ability to lead complex client inquiries from initial assessment through resolution while maintaining ownership, urgency, and disciplined communication.
Experience coordinating across Product, Operations, Risk, Technology, relationship management, compliance, legal, and other subject-matter experts.
Ability to translate technical trade, system, operational, and control issues into concise, accurate, client-ready guidance.
Experience developing playbooks, decision trees, escalation paths, procedures, training materials, and knowledge resources.
Root-cause analysis skills, including distinguishing immediate resolution from underlying remediation and control improvement.
Ability to track corrective actions, dependencies, owners, and due dates through implementation and validation.
Ability to identify recurring inquiry themes and recommend process, control, data, training, or technology improvements.
Analytical judgment to assess financial, client, operational, control, and reputational impacts.
Excellent interpersonal, consultative, presentation, verbal, and written communication skills.
Ability to influence outcomes in a matrixed environment without direct authority.
Ability to manage multiple high-priority matters, deadlines, and stakeholder expectations.
Strong leadership, collaboration, and knowledge-sharing skills.

Responsibilities

Lead end-to-end coordination of high-risk, time-sensitive, or recurring trade matters, including trade capture, settlement, failed trades, market practices, cash or position impacts, and servicing dependencies.
Establish clear ownership and coordinate Product, Operations, Risk, Technology, relationship teams, and other subject-matter experts to investigate issues and drive timely resolution.
Communicate accurate, client-ready updates and translate technical trade, system, operational, and control issues into clear guidance.
Develop repeatable playbooks, decision trees, escalation paths, and operating procedures for consistent handling of inquiries.
Identify recurring themes, facilitate root-cause analysis, document corrective actions, and track remediation through implementation, validation, and incorporation into the operating model.
Use inquiry and issue trends to recommend process, control, data, training, and technology improvements consistent with agreements, laws, regulations, and company policies.

Benefits

Medical, dental, and vision healthcare coverage.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.