Manager, Estate Settlement

Fifth Third Bank, National Association; Austin (TX); Vor Ort; USD 97.000 - 208.000; Vollzeit

Zusammenfassung

Fifth Third Bank in Austin, Texas is seeking a Manager of Estate Settlement to lead a team of Estate Settlement Administrators and Analysts. The role oversees day-to-day administration of estate relationships, ensuring compliance with fiduciary standards and regulatory requirements while delivering a high-quality client experience.

You will guide complex estate matters, coordinate with attorneys and tax professionals, manage workflows, and drive process improvements to strengthen controls and

Qualifikationen

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

Aufgaben

• Oversees administration of estate settlement accounts, ensuring timely and accurate execution of estate activities including valuation, tax coordination, and asset distribution.
• Directly manages a team of Estate Settlement Administrators and Analysts, establishing performance expectations and coaching team members.
• Provides subject matter guidance on estate settlement matters and assists in resolving complex account issues.
• Ensures adherence to fiduciary, legal, and regulatory requirements, including account reviews and documentation standards.
• Monitors workflows, caseloads, and timelines to ensure efficient service delivery.
• Acts as escalation point for complex estate matters, including beneficiary disputes and distribution issues.
• Maintains proactive communication with beneficiaries and partners to uphold high service standards.
• Collaborates with internal teams and external advisors to support administration of estate matters.
• Identifies opportunities to improve operational processes and strengthen controls.

Kenntnisse

Estate settlement

Leadership & team mgmt

Risk & compliance

Client & beneficiary mgmt

Operational execution

Ausbildung

Bachelor's degree

Jobbeschreibung

Make banking a Fifth Third better® We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.

ABOUT THE ROLE

This role is responsible for managing a team of estate settlement professionals, including Estate Settlement Administrators, overseeing the day-to-day administration of estate relationships and ensuring alignment with policies, regulatory requirements, and client expectations. The Manager provides leadership, technical guidance, and oversight of estate settlement activities while supporting delivery of a consistent and high-quality client experience. Please see below for specific responsibilities and requirements for this role.

YOUR 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.

MINIMUM REQUIREMENTS

• Bachelor’s degree required.
• 7 or more 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.

REQUIRED SKILLS

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in:

• Estate Settlement Expertise: Strong knowledge of estate administration, valuation processes, tax coordination, and fiduciary responsibilities.
• Leadership and Team Management: Ability to manage and develop a team, providing direction, feedback, and performance oversight.
• Risk and Compliance Awareness: Understanding of estate-related regulatory requirements, fiduciary standards, and internal controls.
• Client and Beneficiary Management: Ability to navigate complex beneficiary dynamics and support resolution of sensitive estate matters.
• Operational Execution: Ability to manage workflows, prioritize work, and ensure accurate and timely execution of estate activities.

SKILLS FOR SUCCESS

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in:

• Decision Making: Exercises sound judgment in estate settlement matters, balancing client needs and fiduciary risk considerations.
• Communication: Communicates clearly and effectively with team members, beneficiaries, and external stakeholders.
• Collaboration: Works effectively across teams and disciplines to support client outcomes.
• Problem Solving: Identifies and resolves issues related to estate administration and client service.
• Client-Centric Focus: Demonstrates commitment to delivering a consistent and high-quality client experience.

DOING THE RIGHT THING

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets — including you.

Manager, Estate Settlement Total Base Pay Range 96,500.00 - 207,500.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Austin, Texas 78701

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.