Head of Institutional Onboarding & Custody Operations

U.S. Bank; Northern (KY); Hybride; USD 133 000 - 157 000; Plein temps

Avantages offerts par ce poste

Healthcare

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Résumé du poste

U.S. Bank is seeking an Institutional Trust & Custody Client Onboarding Manager to lead onboarding and implementation activities across regions, guiding teams through complex conversions and ensuring compliant, high-quality service.

The role requires senior-level leadership, strong regulatory knowledge, and proven ability to manage multi-entity projects while coordinating with Risk, Compliance, Legal, and Operations. Hybrid schedule with in-office and remote work options is available.

Qualifications

• Bachelor’s degree, or equivalent work experience.
• Typically eight or more years of relevant experience.
• 10+ years of experience in financial services, institutional trust, custody, onboarding, implementation, operations, account management, or client relationship management.
• Demonstrated experience leading professional teams and driving cross-functional client, operational, or strategic initiatives.
• Thorough knowledge of operational functions, systems, procedures, and the products and services supported by the assigned business area.
• Strong understanding of applicable federal and state laws, regulations, and industry standards.
• In-depth knowledge of financial products, programs, financial analysis, and related documentation.
• Strong organizational, leadership, and project management skills, with the ability to manage multiple priorities simultaneously.
• Well-developed client relationship and customer service skills.
• Proven supervisory and people leadership capabilities.

Responsabilités

• Directs onboarding and implementation activities from initial engagement through operational handoff, including complex, multi-entity conversions.
• Establishes transition strategies, governance, milestones, communication plans, and escalation protocols.
• Oversees documentation review, KYC coordination, account setup, funding, asset conversion, reconciliation, and readiness for ongoing administration.
• Allocates resources and balances capacity, complexity, service commitments, and risk across the onboarding portfolio.
• Leads workflow simplification, procedure development, documentation standards, technology change, and continuous improvement.
• Represents onboarding capabilities in client, prospect, finalist, and business-line discussions.

Connaissances

Leadership

Project management

Cross-functional collaboration

Client relationship management

Regulatory knowledge

People leadership

Formation

Bachelor’s degree

Description du poste

U.S. Bank is seeking an Institutional Trust & Custody Client Onboarding Manager to lead onboarding and implementation activities across regions, guiding teams through complex conversions and ensuring compliant, high-quality service.

The role requires senior-level leadership, strong regulatory knowledge, and proven ability to manage multi-entity projects while coordinating with Risk, Compliance, Legal, and Operations. Hybrid schedule with in-office and remote work options is available.