Personal Trust Senior Fiduciary Specialist

U.S. Bank

  • Cincinnati, OH
  • $164,390-193,400 per year
  • Permanent
  • Full-time
  • 6 days ago
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.Job DescriptionKey Responsibilities
  • Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies, and procedures.
  • Identify and resolve fiduciary risk issues.
  • Provide strategic advice and guidance on the bank’s fiduciary responsibilities.
  • Serve as a subject matter expert on trust and fiduciary matters.
  • Collaborate with Legal, Risk, and Business partners to implement changes driven by risk, statutory, or regulatory developments.
  • Lead internal policy, process, and procedure development to manage product risk effectively.
  • Support high-level client service delivery with responsiveness, diplomacy, and tact.
  • Develop and maintain fiduciary oversight procedures and partner with Risk teams to uphold controls.
  • Contribute to customer remediation, audits, and regulatory change initiatives.
  • Serve as a member of fiduciary governance committees and working groups overseeing PT activities.
Required Qualifications
  • Advanced degree (JD, CPA, MBA).
  • Minimum of 10 years of fiduciary experience (e.g., administration, legal practice, fiduciary advisory).
  • Minimum of 10 years of experience in HNW/UHNW wealth management (e.g., wealth advisory, tax, account administration, management, sales).
Preferred Qualifications
  • Experience in senior or executive leadership roles.
  • Specialized knowledge of situs jurisdictions (South Dakota, Delaware, Nevada).
Key Competencies
  • Decisive judgment and problem-solving in complex business scenarios.
  • Deep understanding of fiduciary laws, internal procedures, and risk tolerance.
  • Sophisticated knowledge of personal trust services.
  • Strong communication and collaboration skills across diverse audiences.
  • High-level analytical and leadership presence.
  • Ability to influence and drive decision-making in challenging situations.
This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .Benefits:Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.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.E-VerifyU.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. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $164,390.00 - $193,400.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.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.Posting may be closed earlier due to high volume of applicants.

U.S. Bank