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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading Class Actions, Proxy, and securities operations while managing multi-site teams. Proven ability to drive process improvements and ensure regulatory compliance in a dynamic environment.
Highest-signal resume keywords
Class Actions ManagementSecurities OperationsTeam LeadershipRegulatory ComplianceProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust OperationsSecurities ProcessingAsset ServicingOperational Risk ManagementFinancial Analysis
Soft Skills
Leadership SkillsCoaching SkillsAnalytical SkillsOrganizational SkillsProblem-Solving Skills
Certifications & Qualifications
Bachelor's Degree in AccountingBachelor's Degree in Finance
Industry Keywords
Domestic MarketsGlobal MarketsDTCCustody OperationsClient Service
About the role
Key responsibilities & impact- Lead Class Actions, Domestic and Global Proxy, and income-related operations
- Manage and develop a team across multiple locations
- Partner with vendors, business partners, and stakeholders to deliver exceptional client service
- Oversee escalations, operational risk management, and regulatory compliance
- Drive process improvements, workflow enhancements, and strategic initiatives
- Support testing, system changes, and ongoing business transformation efforts
- Lead approximately 12 employees across Milwaukee, Wisconsin and St. Paul, Minnesota
Requirements
What you’ll need- Bachelor's degree in accounting or finance, or equivalent work experience
- Five to seven years of experience in trust and securities operational functions
- Five to seven years of management experience
- Experience in Class Actions, Proxy, Asset Servicing, Custody Operations, or Securities Processing
- Strong leadership and coaching skills with experience leading complex or multi-site teams
- Knowledge of domestic and global markets, DTC, and securities operations
- Strong analytical, organizational, communication, and problem-solving skills
- Ability to lead teams through change and drive operational excellence
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
