Manager, Estate Settlement

Fifth Third Bank • Cincinnati, OH

3d • $96,500 - $207,500

About The Position

The Manager, Estate Settlement leads a team of estate settlement professionals, including Estate Settlement Administrators and Analysts, and oversees the day-to-day administration of estate relationships. The role ensures that estate activities align with company policies, regulatory requirements, and client expectations while supporting a consistent, high-quality client experience.

The manager provides leadership, technical guidance, and oversight across estate settlement activities. This includes monitoring administration, team workflows and caseloads; supporting complex account matters; maintaining fiduciary and regulatory controls; and working with internal partners, attorneys, tax professionals, beneficiaries, and other stakeholders. The position also identifies opportunities to improve processes and may take on other duties as assigned.

Requirements

• Bachelor’s degree.
• At least 7 years of experience in estate settlement, fiduciary administration, or related wealth management services.
• 3–5 years of leadership experience, including direct management of a team.
• Strong knowledge of estate administration, valuation processes, tax coordination, and fiduciary responsibilities.
• Ability to manage and develop a team through direction, feedback, and performance oversight.
• Understanding of estate-related regulatory requirements, fiduciary standards, and internal controls.
• Ability to navigate complex beneficiary dynamics and support resolution of sensitive estate matters.
• Ability to manage workflows, prioritize work, and ensure accurate and timely execution of estate activities.
• Sound judgment in estate settlement matters, balancing client needs and fiduciary risk considerations.
• Clear and effective communication with team members, beneficiaries, and external stakeholders.
• Ability to collaborate across teams and disciplines, solve estate administration and client service issues, and maintain a client-centric focus.

Responsibilities

• Oversee estate settlement account administration, including timely and accurate valuation, tax coordination, and asset distribution.
• Directly manage Estate Settlement Administrators and Analysts by setting performance expectations, coaching, and supporting professional development.
• Provide subject matter guidance on estate settlement matters, complex account issues, and interpretation of governing documents.
• Ensure adherence to fiduciary, legal, and regulatory requirements, including account reviews, documentation standards, and estate and tax regulations.
• Monitor workflows, caseloads, and timelines to support consistent execution, efficiency, and high-quality service.
• Act as a primary escalation point for complex estate matters, beneficiary disputes, fee inquiries, and distribution issues.
• Support proactive communication with beneficiaries and partners and promote a positive client experience.
• Collaborate with internal teams and external advisors, including attorneys and tax professionals, on estate administration and issue resolution.
• Identify opportunities to improve operational processes, efficiency, and controls in estate settlement services.
• Perform other duties as assigned and adapt to new tasks or changing priorities.

Benefits

• Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
• Eligible to participate in an incentive compensation plan, with payments based on company, business-line, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager