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Personal Trust Senior Fiduciary Specialist
- US Bank (Kansas City, MO)
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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 Description
Key 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 disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
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 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
E-Verify
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 - $193,400.00
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.
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