Institutional Trust & Custody Client Onboarding Manager

U.S. Bank

. Manage and coordinate operational activities for assigned functional areas or regions .

Posted 9/28/2026full-timeUnited StatesSeniorLead💰 $133,365 - $156,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing operational activities, leading high-performance teams, and ensuring compliance with KYC standards and regulatory requirements. Proven ability to drive onboarding processes, develop scalable solutions, and enhance client relationships in the financial services sector.

Highest-signal resume keywords

Operational ManagementKYC ComplianceTeam LeadershipClient Relationship ManagementProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding ProcessesFinancial AnalysisOperational ReadinessAsset ConversionDocumentation StandardsRegulatory ComplianceWorkflow SimplificationProcess DevelopmentMulti-Entity ConversionsClient Service Models

Soft Skills

Interpersonal CommunicationLeadershipOrganizational SkillsCustomer ServicePerformance Management

Industry Keywords

Financial ServicesInstitutional TrustCustody OperationsAccount ManagementCross-Functional InitiativesRisk ManagementCompliance StandardsAuditOperational ExcellenceStakeholder Management

About the role

Key responsibilities & impact

Manage and coordinate operational activities for assigned functional areas or regions
Ensure quality service and effective operations support for internal and external customers
Lead high-performance teams by setting goals, providing feedback, measuring progress, recognizing success, and building accountability
Oversee adherence to corporate policies, procedures, applicable laws, regulations, and KYC standards
Direct onboarding and implementation from initial engagement through operational handoff, including complex multi-entity conversions
Establish transition strategies, governance, milestones, communication plans, and escalation protocols
Oversee documentation review, KYC coordination, account setup, funding, asset conversion, reconciliation, and readiness for ongoing administration
Allocate resources and balance capacity, complexity, service commitments, and risk across the onboarding portfolio
Lead workflow simplification, procedure development, documentation standards, technology change, and continuous improvement
Represent onboarding capabilities in client, prospect, finalist, and business-line discussions
Build partnerships across Relationship Management, Account Management, Operations, Product, Risk, Compliance, Legal, and Technology
Coach and develop leaders and professionals; manage performance, succession, engagement, and talent planning
Determine onboarding approaches, resource priorities, escalation paths, and operational readiness within delegated authority
Influence staffing, workflow, control, technology, and organizational-change decisions
Provide oversight of onboarding governance, documentation quality, issue management, exceptions, and escalation
Partner with Risk, Compliance, Legal, Audit, and Operations to address findings and implement sustainable controls
Reinforce timely, accurate, and complete execution throughout the onboarding lifecycle

Requirements

What you’ll need

Bachelor’s degree, or equivalent work experience
Typically eight or more years of relevant experience
10+ years of experience in financial services, institutional trust, custody, onboarding, implementation, operations, account management, or client relationship management
Demonstrated experience leading professional teams and driving cross-functional client, operational, or strategic initiatives
Thorough knowledge of operational functions, systems, procedures, and assigned business-area products and services
Strong understanding of applicable federal and state laws, regulations, and industry standards
In-depth knowledge of financial products, programs, financial analysis, and related documentation
Strong organizational, leadership, and project management skills
Ability to manage multiple priorities simultaneously
Well-developed client relationship and customer service skills
Excellent interpersonal, verbal, and written communication skills
Proven supervisory and people leadership capabilities
Leadership experience supporting institutional trust and custody onboarding, account opening, KYC, asset conversion, implementation, or operational readiness functions
Experience developing scalable processes and leading technology, workflow, operational, or organizational change initiatives
Strong knowledge of trust and custody operations, client service models, project management methodologies, and regulatory requirements
Demonstrated ability to influence and advise senior leaders while managing complex relationships with internal and external stakeholders
Track record of driving operational excellence, improving client experiences, and delivering results in a highly regulated environment
Applicants must be able 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
Hybrid/flexible schedule with flexibility to work outside the office location on non-office days