Estate Settlement Manager: Lead Fiduciary & Client Experience

Fifth Third Bank; Cincinnati (OH); On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank in Austin, Texas is seeking a Manager, Estate Settlement to lead a team of Estate Settlement Administrators and Analysts, overseeing the day-to-day administration of estate relationships and ensuring alignment with policies, regulatory requirements, and client expectations.

You will provide leadership, technical guidance, and oversight of estate settlement activities while supporting delivery of a consistent, high-quality client experience.

Qualifications

• Strong knowledge of estate administration, valuation, tax coordination, and fiduciary responsibilities.
• Proven ability to lead and develop a team, provide direction and performance oversight.
• Understanding of fiduciary and regulatory requirements and internal controls.
• Experience navigating complex beneficiary dynamics and resolving sensitive estate matters.
• Ability to manage workflows and ensure timely execution of estate activities.

Responsibilities

• Oversees the administration of estate settlement accounts and ensures timely execution of activities.
• Directly manages Estate Settlement Administrators and Analysts, setting performance expectations and coaching.
• Provides subject matter guidance on estate settlement matters and resolves complex account issues.
• Ensures compliance with fiduciary, legal and regulatory requirements and documentation standards.
• Monitors workflows, caseloads, and timelines to maintain high-quality service delivery.
• Acts as escalation point for complex estate matters including disputes and distribution issues.
• Collaborates with attorneys and tax professionals to support administration and resolution of estate matters.
• Identifies opportunities to improve processes, strengthen controls, and enhance efficiency.

Skills

Estate settlement expertise

Leadership

Risk & compliance awareness

Client & beneficiary management

Operational execution

Education

Bachelor’s degree

Job description

Fifth Third Bank in Austin, Texas is seeking a Manager, Estate Settlement to lead a team of Estate Settlement Administrators and Analysts, overseeing the day-to-day administration of estate relationships and ensuring alignment with policies, regulatory requirements, and client expectations.

You will provide leadership, technical guidance, and oversight of estate settlement activities while supporting delivery of a consistent, high-quality client experience.