PWM Trust Managing Director

Job Description

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.

• 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

• Thorough knowledge of the Trust services, 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 leadership and management skills to include planning, budgeting, and people management
• Excellent analytical and problem‑solving skills

• 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

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. U.S. Bank conducts background checks consistent with applicable local laws as well as federal guidelines. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct, and related workplace conduct and safety policies.

Pay Range: $ – $ (may vary by location).

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.