Manager, Estate Settlement

Fifth Third Bank; Chicago (IL); Sur place; USD 97 000 - 208 000; Plein temps

Résumé du poste

Fifth Third Bank in Austin, Texas is seeking a Manager, Estate Settlement to lead a team of estate settlement professionals. You will oversee the day-to-day administration of estate relationships, ensuring accuracy, timely execution, and compliance with fiduciary requirements.

You will provide leadership and guidance, manage workflows and client interactions, and collaborate with attorneys and tax professionals to resolve complex matters while driving operational improvements and a high-quality

Qualifications

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

Responsabilités

• Oversee the administration of estate settlement accounts, valuations, tax coordination, and distributions.
• Lead Estate Settlement Administrators and Analysts; coach and develop staff.
• Provide fiduciary guidance and resolve complex account issues.
• Ensure compliance with fiduciary, legal, and regulatory requirements.
• Monitor workflows, caseloads, and timeliness of estate activities.
• Escalate complex matters and support beneficiary communications.
• Collaborate with attorneys and tax professionals to resolve matters.
• Identify process improvements to strengthen controls within estate settlement services.

Connaissances

Estate settlement

Leadership

Regulatory risk

Client management

Operations

Decision making

Communication

Collaboration

Problem solving

Client focus

Formation

Bachelor's degree

Description du poste

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.

EMPLOYEE BENEFITS

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.

EMPLOYMENT OPPORTUNITY STATEMENT

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.

MANAGER, ESTATE SETTLEMENT TOTAL BASE PAY RANGE

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

LOCATION

Austin, Texas 78701

ABOUT FIFTTH THIRD BANK

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.