Controller - Investment & Fiduciary Services

US Bank

St. Louis (MO)

On-site

USD 140,000 - 210,000

Full time

4 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k) retirement plan
Paid vacation
11 paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a strategic Controller - Investment & Fiduciary to lead accounting, financial reporting, and internal controls across a complex portfolio including Trust, Fund & Fund Services, Wealth Management, Investment Advisory, Asset Management, and Fiduciary Services.

This senior leader partners with executive teams to drive regulatory excellence, financial integrity, and growth while mentoring a high-performing finance organization in a large financial institution.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA strongly preferred.
  • 10+ years of progressive accounting, controllership, financial reporting, or finance leadership experience within a large financial institution.
  • Proven leadership experience managing and developing high-performing accounting or finance teams.
  • Deep understanding of financial reporting, internal controls, audit processes, and regulatory expectations within banking/financial services.

Responsibilities

  • Provide executive leadership and oversight for monthly, quarterly, and annual financial close and reporting activities across Investment & Fiduciary Services businesses.
  • Lead accounting and financial reporting for products and services including Trust Services, Fund & Fund Services, Wealth Management, Investment Advisory, Asset Management, and Fiduciary/Custody Services.
  • Ensure compliance with U.S. GAAP, regulatory requirements, and corporate accounting policies.
  • Drive internal controls, governance, and risk management practices.
  • Partner with internal and external auditors and regulators to support examinations and audits.
  • Serve as a trusted advisor to business leaders with financial insights and recommendations for growth.
  • Lead, mentor, and develop a high-performing team and foster accountability and continuous improvement.
  • Identify and implement process enhancements, automation opportunities, and scalable reporting.

Skills

Financial leadership
Regulatory knowledge
Auditing
Team development
Strategic partnering

Education

Bachelor's degree in Accounting/Finance
CPA preferred

Job description

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

U.S. Bank is seeking a strategic and highly experienced Controller - Investment & Fiduciary to lead accounting, financial reporting, and control activities for a complex portfolio of client-focused businesses, including Trust, Fund & Fund Services, Wealth Management, Investment Advisory, Asset Management, and Fiduciary Services. This is a highly visible leadership role that partners closely with executive leadership to support business growth, regulatory excellence, operational effectiveness, and financial integrity.

This opportunity is ideal for a finance and accounting leader from a large financial institution who is looking to broaden their impact across a diverse set of wealth and investment businesses while leading a talented team and influencing strategic decision‑making.

Responsibilities
  • Provide executive leadership and oversight for monthly, quarterly, and annual financial close and reporting activities across Investment & Fiduciary Services businesses.
  • Lead accounting and financial reporting for a broad suite of products and services, including:
    • Trust Services
    • Fund and Fund Services
    • Wealth Management
    • Investment Advisory
    • Asset Management
    • Fiduciary and Custody Services
  • Ensure compliance with U.S. GAAP, regulatory requirements, and corporate accounting policies.
  • Drive a robust control environment by maintaining strong internal controls, governance, and risk management practices.
  • Partner with internal and external auditors and regulatory agencies to support examinations, audits, and compliance initiatives.
  • Serve as a trusted advisor to business leaders, providing financial insights, business analysis, and recommendations that support strategic growth and operational excellence.
  • Lead, mentor, and develop a high-performing team of accounting and finance professionals while fostering a culture of accountability, innovation, and continuous improvement.
  • Identify and implement process enhancements, automation opportunities, and scalable financial reporting practices.
Qualifications
  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA strongly preferred.
  • 10+ years of progressive accounting, controllership, financial reporting, or finance leadership experience within a large financial institution.
  • Proven leadership experience managing and developing high-performing accounting or finance teams.
  • Deep understanding of financial reporting, internal controls, audit processes, and regulatory expectations within the banking and financial services industry.
  • Experience supporting the following businesses:
    • Wealth Management
    • Trust Services
    • Asset Management
    • Investment Advisory
    • Fiduciary Services
    • Fund Administration or Fund Services
  • Demonstrated ability to partner effectively with senior executives and influence business outcomes through financial leadership and strategic insight.
Location Requirements

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

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.

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
  • 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We con

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