Fiduciary Review Group Administrative Review Manager

About the role

The Senior Manager manages and coordinates the operational activities for the Fiduciary Review Group - Administrative Review team. They ensure quality service and effective securities operations activities for all supported internal and external customers. They manage staff ranging from lower level non-exempt through exempt level professionals.

Responsibilities

• Manage the administrative review team of individual contributors (10 – 15 direct reports)
• Oversee continued development of team members including monthly 1x1 meetings
• Manage assignment of workloads to team members
• Lead monthly team meetings to communicate updates and changes that affect the FRG team
• Handle questions from BL partners
• Represent FRG at meetings with Business Line partners and leadership
• Identify potential risks and escalate for discussion or resolution as appropriate
• Create and present training materials for reviewers
• Run various reports on weekly/monthly cadence as appropriate
• Promote consistency of review process across team
• Troubleshoot or escalate issues that arise with systems and processes
• Drive team initiatives
• Address ad hoc items as they arise or are assigned

Requirements

The position requires working from a U.S. Bank location three (3) or more days per week.

Qualifications

• Bachelor's degree in accounting or finance, or equivalent work experience
• Seven or more years of experience in trust and securities operational functions
• Five to seven years of management experience

Preferred Skills/Experience

• Advanced knowledge of trust and securities operational functions, systems, procedures, products and services
• Advanced knowledge and understanding of legal, regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients
• Strong analytical, problem-solving, organizational and project management skills
• Effective interpersonal, verbal and written communication skills
• Excellent supervisory and management skills, including a well-developed knowledge of human resources

Benefits

• 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
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law