Senior Trust Distributions Operations Lead

Columbia Banking System; Denver (CO); On-site; USD 89,000 - 127,000; Full time

Benefits offered by this job

Competitive healthcare coverage

401(k) with employer match

Life insurance & disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Employee discounts & paid time off

Job summary

Columbia Private Trust, part of Columbia Bank, seeks a Distributions Manager to lead the team handling cash and asset transfers, rollovers, and recharacterizations. You will supervise staff, design efficient workflows, and ensure accurate processing with strict adherence to regulatory standards.

You will collaborate with internal and external partners, train staff, and drive initiatives to improve service quality. Onsite leadership at the Denver location is expected.

Qualifications

• Formal college-level training/education in business or trust, or equivalent training and experience.
• Able to facilitate complex transactions and supervise a team in a financial services environment.
• Experience leading a trust operations team and overseeing distributions, transfers, and related processes.

Responsibilities

• Manage all aspects of outgoing distributions, transfers, and rollover activity.
• Lead day-to-day operations, mentoring and coaching staff.
• Coordinate projects and implement workflows to improve efficiency and accuracy.
• Oversee hiring, training, and performance evaluations.
• Maintain desk procedures and ensure regulatory compliance across operations.
• Act as project lead on trust-related initiatives and serve as liaison for stakeholders.
• Escalate and resolve client issues and ensure timely posting of transactions.
• Oversee RMD process and support audits/regulatory exams.

Skills

Leadership

Communication

Time management

Project management

Training & mentoring

Interpersonal skills

Analytical skills

Supervisory experience

Education

Business or Trust education

Tools

Trust Accounting System

Job description

Columbia Private Trust, part of Columbia Bank, seeks a Distributions Manager to lead the team handling cash and asset transfers, rollovers, and recharacterizations. You will supervise staff, design efficient workflows, and ensure accurate processing with strict adherence to regulatory standards.

You will collaborate with internal and external partners, train staff, and drive initiatives to improve service quality. Onsite leadership at the Denver location is expected.