Senior Institutional Trust & Insurance Accounts Lead

US Bank; Philadelphia (Philadelphia County); Hybrid; USD 105,000 - 124,000; Full time

Benefits offered by this job

Hybrid schedule

Competitive benefits

Job summary

U.S. Bank seeks an experienced client-facing manager to oversee Investment Services accounts for large clients, acting as the primary contact for insurance clients and investment managers in a fast-paced environment.

You will supervise support staff and ensure compliance with governing agreements and regulatory standards, while focusing on retention, expansion of revenue, and expense management.

Qualifications

• Associate's degree or equivalent work experience.
• 8–10 years of experience in institutional trust or financial industry are preferred.

Responsibilities

• Manage and oversee investment services accounts for large clients.
• Serve as primary day-to-day contact for insurance clients and investment managers.
• Ensure activity complies with agreements, regulatory and legal requirements.

Skills

Trust administration

Account management

Project management

Legal regulations

Insurance/Reinsurance trusts

Global asset movements

Private credit investment vehicles

Business development

Complex problem solving

Interpersonal communication

Leadership

Education

Associate's degree or equivalent

Job description

U.S. Bank seeks an experienced client-facing manager to oversee Investment Services accounts for large clients, acting as the primary contact for insurance clients and investment managers in a fast-paced environment.

You will supervise support staff and ensure compliance with governing agreements and regulatory standards, while focusing on retention, expansion of revenue, and expense management.