Institutional Trust & Custody Client Onboarding Manager

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.

Directly and through staff, manages and coordinates the operational activities for assigned functional area(s)/region(s). Ensures quality service and effective operations support for all assigned internal and external customers. Leads high performance teams of both entry level and skilled professionals by setting goals, providing ongoing feedback, measuring progress while recognizing success and building accountability with employees. Oversees adherence to corporate policies and procedures and ensures compliance with applicable laws and regulations within area of responsibility.

Participates in the review and improvement of operational systems and procedures relevant to assigned units.

• Directs onboarding and implementation activities from initial engagement through operational handoff, including complex, multi-entity conversions.
• Establishes transition strategies, governance, milestones, communication plans, and escalation protocols.
• Oversees documentation review, KYC coordination, account setup, funding, asset conversion, reconciliation, and readiness for ongoing administration.
• Allocates resources and balances capacity, complexity, service commitments, and risk across the onboarding portfolio.
• Leads workflow simplification, procedure development, documentation standards, technology change, and continuous improvement.
• Represents onboarding capabilities in client, prospect, finalist, and business-line discussions.
• Builds partnerships across Relationship Management, Account Management, Operations, Product, Risk, Compliance, Legal, and Technology.
• Coaches and develops leaders and professionals; manages performance, succession, engagement, and talent planning.

• Determines onboarding approach, resource priorities, escalation paths, and operational readiness within delegated authority.
• Interprets and applies onboarding procedures and service models; recommends exceptions or escalates matters requiring additional approval.
• Influences staffing, workflow, control, technology, and organizational-change decisions.

• Strategic leadership and sound judgment in a complex, regulated environment.
• Client focus balanced with risk, control, and operational discipline.
• Cross-functional influence, executive communication, and relationship management.
• Execution excellence, accountability, prioritization, and change leadership.
• Talent development, inclusive leadership, collaboration, and continuous improvement.

• Maintains a strong control environment and compliance with applicable policies, procedures, regulatory requirements, and KYC standards.
• Provides oversight of onboarding governance, documentation quality, issue management, exceptions, and escalation.
• Partners with Risk, Compliance, Legal, Audit, and Operations to address findings and implement sustainable controls.
• Reinforces timely, accurate, and complete execution throughout the onboarding lifecycle.

- Bachelor’s degree, or equivalent work experience - Typically eight or more years of relevant experience

• 10+ years of experience in financial services, institutional trust, custody, onboarding, implementation, operations, account management, or client relationship management.
• Demonstrated experience leading professional teams and driving cross-functional client, operational, or strategic initiatives.
• Thorough knowledge of operational functions, systems, procedures, and the products and services supported by the assigned business area.
• Strong understanding of applicable federal and state laws, regulations, and industry standards.
• In-depth knowledge of financial products, programs, financial analysis, and related documentation.
• Strong organizational, leadership, and project management skills, with the ability to manage multiple priorities simultaneously.
• Well-developed client relationship and customer service skills.
• Excellent…