Managing Director, Wealth Strategy & Fiduciary Advisory

U.S. Bank; Minneapolis (MN); On-site; USD 204,000 - 250,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Managing Director to lead trust, tax and planning matters and act as the primary liaison between front office and fiduciary services.

You will engage top-line clients and lead client/family meetings, while mitigating risks and crafting solutions with SFS. You will be a visible client-development team member with a broad COI network, recognized as a subject-matter expert in estate planning, multi-generational planning, family governance and fiduciary advisory.

Qualifications

• Bachelor's degree in finance, accounting or other related field.
• 15+ years of estate/multi-generational experience.
• 7+ years of planning/strategy experience with high net worth clients.

Responsibilities

• Serve as client lead for trust, tax and planning matters and as primary liaison between front office and fiduciary services (SFS).
• Engages directly with top-line clients and leads client and family meetings.
• Actively mitigates risks, crafts solutions, and partners with SFS on fiduciary matters.
• Is an active client development team member with significant internal and external COI network.
• Recognized as subject matter expert in the community.
• Managing Director positions lead advisory teams and work with families as a subject area expert in estate planning, multi-generational planning, family governance, and trust and fiduciary advisory.

Skills

Estate planning

Leadership

Communication

Analytical thinking

Education

Bachelor's degree in finance, accounting or related field

Job description

U.S. Bank is seeking a Managing Director to lead trust, tax and planning matters and act as the primary liaison between front office and fiduciary services.

You will engage top-line clients and lead client/family meetings, while mitigating risks and crafting solutions with SFS. You will be a visible client-development team member with a broad COI network, recognized as a subject-matter expert in estate planning, multi-generational planning, family governance and fiduciary advisory.