Pwm Client Services Team Leader (new Account Opening - Investment Management & Trust)

U.S. Bank

Base: $98,345.00 - $115,700.00; bonus/equity: not ...
Hybrid
Leadership in account opening processes
Strong knowledge of fiduciary law
Expertise in legal document review
The Private Wealth New Accounts Opening Manager leads the team responsible for account opening new accounts trust, investment, and banking platforms

Job Summary

  • The Private Wealth New Accounts Opening Manager leads the team responsible for account opening new accounts trust, investment, and banking platforms.
  • This role requires exceptional leadership skills and the ability to review and validate complex legal documentation.
  • U.S. Bank offers a comprehensive benefits package designed to help you and your family boost your health and financial security.

Matching Summary

The Private Wealth New Accounts Opening Manager leads the team responsible for account opening new accounts trust, investment, and banking platforms.

Salary

Base: $98,345.00 - $115,700.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Leadership in account opening processes
  • Strong knowledge of fiduciary law
  • Expertise in legal document review

Nice-to-have

  • Ability to mentor and develop team members
  • Excellent client relationship management skills
  • Strong organizational and analytical skills

Key Requirements

  • Bachelor’s degree in Finance or related field
  • 7+ years in Private Wealth Management
  • 5+ years in trust administration or account management

Work Rights

Not specified

Tailored Resume

Cover Letter