Senior Institutional Trust & Investments Manager

U.S. Bank; Philadelphia (Philadelphia County); Vor Ort; USD 105.000 - 124.000; Vollzeit

Benefits dieser Stelle

Healthcare (medical, dental, vision)

Life insurance

Disability (short-term and long-term)

Parental leave

401(k) and retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave accruals

Zusammenfassung

U.S. Bank is seeking an experienced investment services client manager in the Philadelphia area to oversee large accounts and act as the primary day-to-day contact for insurance clients and their investment managers.

You will deliver high-level service, drive retention and revenue expansion, and supervise Trust Operations and related staff. The role requires deep knowledge of trust administration, account management, and regulatory compliance, with strong leadership and interpersonal skills to

Qualifikationen

• Associate degree or equivalent work experience required.
• 8–10 years of job-related experience in institutional trusts/financial industry.
• Strong knowledge of trust administration and related products.
• Experience with global asset and cash movements preferred.

Aufgaben

• Manage and oversee Investment Services accounts for clients in a high-volume environment.
• Serve as the primary day-to-day contact for large insurance clients and investment managers.
• Ensure service delivery aligns with agreements, regulatory requirements, and internal guidelines; oversee support staff and operations to maintain activity integrity.

Kenntnisse

Trust administration

Account management

Insurance/Reinsurance trusts

Global asset and cash movements

Private credit investment vehicles

Business development

Complex problem solving

Interpersonal communication

Leadership

Ausbildung

Associate’s degree or equivalent work experience

Jobbeschreibung

U.S. Bank is seeking an experienced investment services client manager in the Philadelphia area to oversee large accounts and act as the primary day-to-day contact for insurance clients and their investment managers.

You will deliver high-level service, drive retention and revenue expansion, and supervise Trust Operations and related staff. The role requires deep knowledge of trust administration, account management, and regulatory compliance, with strong leadership and interpersonal skills to