U.S. Bank · 20 hours ago
Investment Services Account Manager
Philadelphia, PA
Full-time
Hybrid
Senior Level, Lead/Staff
$93K/yr - $109K/yr
8+ years expU.S. Bank is committed to helping customers and businesses make better financial decisions. The Investment Services Account Manager is responsible for managing investment accounts, providing high-quality customer service, and ensuring compliance with regulatory requirements.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes
Account Managers serve as one of the client’s primary contacts, delivering a high level of customer service and is responsible for retention and expansion of relationship revenue as well as expense management
Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity within accounts is in accordance with governing agreements, regulatory and legal requirements, and within U.S. Bank procedural guidelines relative to new, existing and closing accounts
Qualification
Required
Associate's degree, or equivalent work experience
Typically eight to 10 years of job-related experience, preferably in institutional trust and/or financial industry
Preferred
Advanced knowledge of trust administration, products and sales
Advanced knowledge of account management, trust operations, project management, and legal regulations
Strong ability to develop new business
Ability to resolve complex problems with minimal guidance
Effective interpersonal, verbal and written communication skills
Demonstrated leadership skills
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase