Manager, Estate Settlement

Fifth Third Bank • Austin, TX

2d • $96,500 - $207,500

About The Position

The Manager, Estate Settlement leads a team of estate settlement professionals, including Estate Settlement Administrators and Analysts. The role oversees day-to-day administration of estate relationships and ensures work aligns with company policies, regulatory requirements, and client expectations. The Manager provides leadership, technical guidance, and oversight while supporting a consistent, high-quality client experience.

The position oversees estate account administration, including valuation, tax coordination, and asset distribution; manages team performance and development; and provides fiduciary guidance on complex matters and governing documents. It also monitors workflows and caseloads, addresses escalated estate issues, supports communication with beneficiaries and partners, collaborates with internal teams and external advisors, and identifies process improvements that strengthen efficiency and controls. Other duties may be assigned as priorities change.

The role is located in Austin, Texas. The stated annual base pay range is $96,500 to $207,500, with eligibility to participate in an incentive compensation plan. Fifth Third describes its benefits programs as supporting employees’ physical, financial, emotional, and social well-being, but does not specify individual benefits in this posting.

Requirements

• Bachelor’s degree required.
• Seven or more years of experience in estate settlement, fiduciary administration, or related wealth management services.
• Three to five 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 to support client outcomes.
• Problem-solving ability related to estate administration and client service.
• Commitment to consistent, high-quality client experience.

Responsibilities

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

Benefits

• Incentive compensation plan eligibility, with payments based on company, line of business, and/or individual performance.
• Comprehensive benefits programs described as supporting physical, financial, emotional, and social well-being; specific benefits are not listed.

What This Job Offers

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