Jr ETF Relationship Manager
Core
Trusted advisor supporting mutual fund and ETF clients by managing relationships, assessing risk, and proposing fee structures to maximize retention and asset growth.
Role type
Junior Relationship Manager (Mutual Fund/ETF)
Builds
Client retention and expanded product development services for financial firms
Domain
Financial Services / Mutual Funds / ETFs
Deliverable
client delivery
Required skills
Mutual fund/ETF industry knowledge, client relationship management, risk assessment, fee structure analysis, regulatory document review, financial reporting, Microsoft Excel (formula-driven), interdepartmental coordination
Preferred skills
Operations/legal/accounting principles knowledge, advanced Microsoft Office proficiency, adaptability to changing priorities
Responsibilities
Monitor client asset levels and propose fee structure amendments; Conduct monthly client risk assessments; Research client products to identify sales opportunities; Coordinate interdepartmental meetings; Review and approve business line invoices and shareholder statements; Assist Senior Relationship Managers with daily responsibilities