PWM Trust Managing Director

U.S. Bank National Association • Omaha, NE

5d • $124,695 - $146,700

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Responsible for oversight and leadership of the administration, risk management and relationship management of fiduciary and investment accounts for the Trust team in the Heartland Market. Serves as a resource and coach to the Trust Officers and addresses escalated issues. Primary attributes include the leadership and diplomacy to coordinate multiple parties of interest, including beneficiaries, relationship managers, attorneys, accountants and advisors. Provides expert fiduciary advice, demonstrates fiduciary document interpretation acumen as well as knowledge and application of relevant trust law. Must possess the force of personality and leadership ability to be regarded as a senior fiduciary expert and problem resolution resource for her/his teams. Performs routine hr duties such as reviews, hiring and corrective coaching. Responsible for meeting all corporate and regulatory compliance standards.

Requirements

• Bachelor's degree, or equivalent experience
• Eight or more years of experience in financial services, with an emphasis on trust servicing and/or administration
• Two or more years in a leadership or management role

Nice To Haves

• Advanced degree or applicable professional designation such as CTFA or CFP
• Thorough knowledge of the Trust services, its products, processes, and related bank and regulatory regulations and fiduciary responsibilities
• Excellent written and verbal communication skills for use to both internal and external groups
• Strong Leadership and management skills to include planning, budgeting, and people management
• Excellent analytical and problem-solving skills

Responsibilities

• Oversight and leadership of the administration, risk management and relationship management of fiduciary and investment accounts
• Serves as a resource and coach to the Trust Officers and addresses escalated issues
• Coordinate multiple parties of interest, including beneficiaries, relationship managers, attorneys, accountants and advisors
• Provides expert fiduciary advice
• Demonstrates fiduciary document interpretation acumen as well as knowledge and application of relevant trust law
• Performs routine hr duties such as reviews, hiring and corrective coaching
• Responsible for meeting all corporate and regulatory compliance standards.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from 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 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

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