Senior Manager, Estate Settlement

Fifth Third Bank • Farmington Hills, MI

2d

About The Position

The Senior Manager, Estate Settlement leads Fifth Third Bank’s estate settlement function, oversees a team of estate settlement professionals, and ensures services align with corporate policies, regulatory requirements, and client expectations. The role provides strategic direction for estate settlement services, promotes consistent fiduciary practices, and partners with leadership to improve client outcomes, operational effectiveness, and growth of estate settlement capabilities.

The Senior Manager oversees estate administration, valuation, tax coordination, and asset distribution; establishes policies and risk management practices; and guides the team through complex and high-value estate relationships. The role also drives business performance, improves operational processes, develops employees, and coordinates with internal teams and external advisors to provide a consistent, high-quality client experience. The position is located in Farmington Hills, Michigan.

Requirements

• Bachelor’s degree.
• 10 or more 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.
• Sound judgment in complex estate and fiduciary matters.
• Strong interpersonal, negotiation, and presentation skills.
• Ability to collaborate across teams and with partners to deliver integrated client solutions.

Nice To Haves

• Advanced degree or professional designation, such as JD, CPA, CFP, or CTFA.

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 employees, and driving accountability.
• Guide the handling 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 beneficiary communication and delivery aligned with estate objectives.
• Monitor legal, tax, and industry developments to inform practices and maintain competitive positioning.
• Lead initiatives to enhance processes, strengthen controls, and improve team performance and client outcomes.
• Perform other duties as assigned and adapt to changing tasks or priorities.

Benefits

• Comprehensive benefits designed to support employees’ physical, financial, emotional, and social well-being.
• Eligibility 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