U.S. Bank · 14 hours ago
PWM Senior Trust Managing Director
Minneapolis, MN
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$150K/yr - $176K/yr
12+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. The PWM Senior Trust Managing Director is responsible for overseeing the administration and management of fiduciary and investment accounts, providing expert fiduciary advice, and leading a team of Trust Administrators.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Responsible for oversight and management of the administration, risk management and relationship management of fiduciary and investment accounts for a team of Trust Administrators
Serves as a resource/coach to their Trust Administrators and addresses escalated issues
Primary attributes include the diplomacy and disposition to coordinate multiple parties of interest, including beneficiaries, relationship managers, attorneys, accountants and advisors
Provides expert fiduciary advice, demonstrates 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 human resources duties such as reviews, hiring and discipline
Responsible for meeting all corporate and regulatory compliance standards
Qualification
Required
Bachelor's degree, or equivalent experience
Advanced degree or applicable professional designation such as CTFA or CFP
12 or more years of experience in financial services, with an emphasis on trust servicing and/or administration
Five or more years in a leadership or management role
Preferred
Extensive knowledge of the Trust services unit and division, 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 management skills to include planning, budgeting, and people management
Excellent analytical and problem-solving 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
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