Manager, Estate Settlement

Fifth Third Bank; Cincinnati (OH); Presencial; USD 97 000 - 208 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Estate settlement expertise

Leadership

Risk & compliance awareness

Client & beneficiary management

Operational execution

Formação académica

Bachelor’s degree

Descrição da oferta de emprego

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? 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

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.