Onboarding & Custody Operations Leader

U.S. Bank; Saint Paul (MN); On-site; USD 133,000 - 157,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) employer-funded retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Minnesota seeks an experienced onboarding leader to direct and coordinate operational activities for assigned regions.

Drive high-performance teams, set goals, provide feedback, and ensure compliance with policies and regulations across the onboarding lifecycle. This role collaborates with Relationship Management, Operations, Risk, Legal and Technology to deliver efficient onboarding, optimize resources, and continuously improve processes while developing leaders and maintaining

Qualifications

• Bachelor’s degree, or equivalent work experience.
• Typically eight+ years of relevant experience in financial services, onboarding, or operations.
• Experience leading onboarding, trust/ custody onboarding, or operational readiness functions.
• Strong knowledge of applicable regulations and risk management practices.

Responsibilities

• Direct onboarding activities from engagement through handoff, coordinating multiple entities.
• Establish transition strategies, governance, milestones, communication plans, and escalation protocols.
• Oversee documentation review, KYC coordination, account setup, funding, asset conversion and readiness for ongoing administration.
• Allocate resources and balance capacity, service commitments and risk across onboarding portfolios.
• Lead workflow simplification, procedure development, and technology change for onboarding.
• Represent onboarding capabilities in client, prospect, finalist, and business-line discussions.
• Coaches and develops leaders; manages performance, succession, engagement and talent planning.

Skills

Leadership

Project management

Cross-functional

Client relationships

KYC knowledge

Education

Bachelor’s degree or equivalent

Job description

U.S. Bank in Minnesota seeks an experienced onboarding leader to direct and coordinate operational activities for assigned regions.

Drive high-performance teams, set goals, provide feedback, and ensure compliance with policies and regulations across the onboarding lifecycle. This role collaborates with Relationship Management, Operations, Risk, Legal and Technology to deliver efficient onboarding, optimize resources, and continuously improve processes while developing leaders and maintaining