Senior Fiduciary & Relationship Manager

Fifth Third Bank; Minneapolis (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank in Minneapolis seeks a Senior Trust Officer to manage complex fiduciary relationships and administer high-net-worth and specialty trust accounts. You will serve as the primary fiduciary advisor, partnering with clients, financial advisors, and internal teams to deliver high-quality service and support business growth.

You will ensure adherence to fiduciary standards, governing documents, and regulatory requirements while driving a superior client experience and collaboration

Qualifications

• Fiduciary knowledge of trust administration and governing documents.
• Ability to manage complex client relationships and deliver high-quality service.
• Understanding of regulatory requirements and internal policies.

Responsibilities

• Fiduciary Account Administration: Manages complex trust accounts, including high-net-worth and specialty relationships, ensuring alignment with governing documents, fiduciary standards, and regulatory requirements.
• Client Relationship Management: Serves as the primary contact for clients, beneficiaries, and advisors, building strong relationships and delivering a high level of service.
• Risk and Compliance Management: Ensures adherence to fiduciary, legal, and regulatory requirements, including completion of reviews, documentation of decisions, and timely resolution of exceptions.
• Decision Making: Exercises sound judgment in complex fiduciary matters, including discretionary decisions and risk assessment, ensuring alignment with governing documents, regulatory requirements, and organizational policies.
• Collaboration and Partnership: Works closely with internal partners and external advisors to implement investment strategies, resolve client issues, and deliver comprehensive fiduciary solutions.
• Business Development Support: Partners with financial advisors and centers of influence to support new business opportunities and deepen existing client relationships.
• Client Experience and Retention: Drives a consistent and high-quality client experience, proactively addressing client needs and contributing to retention and satisfaction.
• Technical Expertise: Maintains strong knowledge of fiduciary principles, trust administration, and applicable legal and tax considerations.

Skills

Fiduciary knowledge

Client relationships

Regulatory compliance

Communication

Collaboration

Education

Bachelor's degree

Job description

Fifth Third Bank in Minneapolis seeks a Senior Trust Officer to manage complex fiduciary relationships and administer high-net-worth and specialty trust accounts. You will serve as the primary fiduciary advisor, partnering with clients, financial advisors, and internal teams to deliver high-quality service and support business growth.

You will ensure adherence to fiduciary standards, governing documents, and regulatory requirements while driving a superior client experience and collaboration