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Job description
Job Opportunity At U.S. Bank
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
Serves as client lead for trust, tax and planning matters and as primary liaison between front office and specialized fiduciary services (SFS). Engages directly with top-line clients and leads client and family meetings. Actively mitigates risks, crafts solutions, and partners with SFS on fiduciary matters. Is an active client development team member with significant internal and external COI network. Recognized as subject matter expert in the community. Managing Director positions lead advisory teams and work with families as a subject area expert in estate planning, multi-generational planning, family governance, and trust and fiduciary advisory.
Basic Qualifications - Bachelor's degree in finance, accounting or other related field - 15 or more years of estate/multi-generational experience - Seven or more years of planning/strategy experience with high net worth clients Preferred Skills/Experience - Strong technical skills in estate planning, multi-generational planning, and trust and fiduciary advisory - Well-developed leadership abilities and strategic management skills - Thorough knowledge of division and relation to industry - Strong verbal and written communication skills - Well-developed analytical, decision-making and problem-solving skills - Considerable tact, diplomacy and people skills - JD or CPA license preferred
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.
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:
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 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.
Worksite address
minneapolis, MN, 55400, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.