Trust Managing Director

2 days ago


Seattle, Washington, United States Union Bank of California Full time
Job Summary

We are seeking a highly skilled and experienced Trust Managing Director to join our team at U.S. Bank. As a key member of our fiduciary services team, you will be responsible for overseeing the administration, risk management, and relationship management of fiduciary and investment accounts for multiple teams.

Key Responsibilities
  • Provide expert fiduciary advice and guidance to clients and internal stakeholders
  • Manage and oversee the administration of fiduciary and investment accounts, including trust and estate planning
  • Develop and maintain relationships with clients, attorneys, accountants, and other professionals
  • Stay up-to-date on relevant laws, regulations, and industry developments
  • Collaborate with cross-functional teams to achieve business objectives
Requirements
  • Bachelor's degree or equivalent experience
  • Advanced degree or applicable professional designation (e.g. CTFA, CFP)
  • 8+ years of experience in financial services, with a focus on trust servicing and administration
  • 2+ years of leadership or management experience
Preferred Skills
  • Thorough knowledge of trust services and related bank and regulatory regulations
  • Excellent written and verbal communication skills
  • Strong management and leadership skills
  • Analytical and problem-solving skills
Benefits

We offer a comprehensive benefits package, including:

  • 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 and sick leave
  • Adoption assistance

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