Senior Manager, Estate Settlement

Fifth Third Bank • Tampa, FL

3d

About The Position

The Senior Manager, Estate Settlement leads the estate settlement function and oversees a team of estate settlement professionals. The role ensures alignment with corporate policies, regulatory requirements, and client expectations while providing strategic direction for estate settlement services, promoting consistent fiduciary practices, and partnering with leadership to improve client outcomes, operational effectiveness, and growth of estate settlement capabilities.

The position oversees estate administration, valuation, tax coordination, and asset distribution; establishes policies and risk practices; guides complex, high-value estate relationships; and supports business performance and service growth. It leads team operations and process improvements, builds partnerships with internal teams and external advisors, and ensures a consistent client experience, including proactive beneficiary communication. The role also monitors legal, tax, and industry developments and performs other duties as assigned.

This position is based in Farmington Hills, Michigan. It is eligible for participation in an incentive compensation plan in addition to base salary. Fifth Third describes its benefits programs as supporting employees’ physical, financial, emotional, and social well-being; further benefit details are available through the company’s careers page or a talent acquisition partner.

Requirements

• Bachelor’s degree required.
• At least 10 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.
• Advanced knowledge of estate administration, valuation, tax coordination, and fiduciary responsibilities.
• Ability to lead teams, develop talent, and drive performance through coaching and accountability.
• Strong knowledge of regulatory requirements, fiduciary risk practices, and policy execution.
• Ability to manage complex beneficiary dynamics and resolve sensitive client matters.
• Ability to manage performance, improve processes, and align team activities with business goals.

Nice To Haves

• Advanced degree or professional designation, such as JD, CPA, CFP, or CTFA.
• Strong interpersonal, negotiation, and presentation skills.
• Ability to collaborate across teams and with partners to deliver integrated client solutions.
• Ability to drive enhancements to processes, controls, and client experience.

Responsibilities

• Provide strategic oversight of estate settlement services, ensuring consistent execution of estate administration, valuation, tax coordination, and asset distribution activities.
• Establish and enforce policies, procedures, and risk management practices to support compliance with estate, tax, and fiduciary requirements.
• Lead and develop a team of estate settlement professionals by setting performance expectations, coaching talent, and driving accountability.
• Guide the administration of complex and high-value estate relationships, including dispute resolution, beneficiary communication, and coordination with external advisors.
• Support revenue goals, expand awareness of estate settlement capabilities, and align services with market demand.
• Oversee team operations and improve the efficiency, consistency, and scalability of estate settlement processes.
• Build partnerships with internal teams and external advisors to coordinate and deliver estate services effectively.
• Ensure a consistent, high-quality client experience, including proactive communication with beneficiaries and service aligned with estate objectives.
• Remain current on legal, tax, and industry developments to inform practices and maintain competitive positioning.
• Lead initiatives that enhance processes, strengthen controls, and improve team performance and client outcomes.
• Perform other duties as assigned and adapt to new tasks or changing priorities.

Benefits

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

What This Job Offers

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