Estate Settlement Manager — Lead Fiduciary Team

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

Job summary

Fifth Third Bank, National Association is seeking a Manager, Estate Settlement in Austin, TX to lead a team of Estate Settlement Administrators and Analysts. You will oversee estate administration activities, ensure compliance, coordinate with attorneys and tax professionals, and drive high-quality client experiences.

The role requires 7+ years in estate settlement with 3-5 years of leadership, Bachelor’s degree, and a strong focus on fiduciary risk and regulatory standards.

Qualifications

• Bachelor’s degree required.
• 7+ years of experience in estate settlement, fiduciary administration, or related wealth management services.
• 3-5 years of leadership experience, including direct management of a team.

Responsibilities

• Estate Administration Oversight: Oversees the administration of estate settlement accounts, ensuring timely and accurate execution of estate activities including valuation, tax coordination, and asset distribution.
• Team Leadership and Development: Directly manages a team of Estate Settlement Administrators and Analysts, establishing performance expectations, coaching team members, and supporting professional development.
• Fiduciary Guidance and Support: Provides subject matter guidance on estate settlement matters, supporting team members in resolving complex account issues and interpreting governing documents.
• Risk and Compliance Management: Ensures adherence to fiduciary, legal, and regulatory requirements, including account reviews, documentation standards, and compliance with estate and tax regulations.
• Operational Management: Monitors team workflows, caseloads, and timelines to ensure consistent execution, efficiency, and high-quality service delivery.
• Issue Resolution and Escalation: Serves as a primary escalation point for complex estate matters, including beneficiary disputes, fee inquiries, and distribution issues.
• Client and Beneficiary Experience: Ensures proactive communication with beneficiaries and partners, reinforcing high service standards and supporting a positive client experience.
• Collaboration and Partnership: Works closely with internal teams and external advisors, including attorneys and tax professionals, to support administration and resolution of estate matters.
• Process Improvement: Identifies opportunities to improve operational processes, enhance efficiency, and strengthen controls within estate settlement services.
• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Skills

Estate settlement

Team leadership

Risk & compliance

Beneficiary management

Operational execution

Education

Bachelor's degree

Job description

Fifth Third Bank, National Association is seeking a Manager, Estate Settlement in Austin, TX to lead a team of Estate Settlement Administrators and Analysts. You will oversee estate administration activities, ensure compliance, coordinate with attorneys and tax professionals, and drive high-quality client experiences.

The role requires 7+ years in estate settlement with 3-5 years of leadership, Bachelor’s degree, and a strong focus on fiduciary risk and regulatory standards.