Managing Director
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Omaha • Iowa • Montana • United States
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Salary
💰 $124,695 - $146,700 per year
Job Level
About the role
- 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
- Advanced degree or applicable professional designation such as CTFA or CFP
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fiduciary advicefiduciary document interpretationtrust lawrisk managementrelationship managementtrust servicingtrust administration
Soft Skills
leadershipdiplomacyproblem resolutioncoachingcommunication
Certifications
CTFACFP