2,816 Trust Management jobs in the United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. Currently, they are responsible for the complete administration of each account they are assigned.
**Primary Responsibilities**
+ Performs perpetual discovery, assessing a client's financial situation to retain and grow client relationships
+ Generates new business opportunities including development of next generation
+ Provides guidance and solutions for the development and on-going maintenance of investment allocations, goals and objectives; typically responsible for smaller and/or less complex client relationships
+ Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
+ Partners with Trust Administrator and Trust Specialist to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs, and custody accounts. The Trust Support Administrator is in initial deployment beginning with Administrative reviews. More Administrative tasks will be added over the next 18 months.
+ Ensures that account administration complies with fiduciary principles
+ Coordinates client service activities with other wealth management partners
+ Acts independently using judgment while developing knowledge to understand the function and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts or products
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Five (5) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services).
+ Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
**Preferences**
+ Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
**Skills and Competencies**
+ Ability to interpret and present complex topics in a concise and effective manner
+ Ability to manage multiple goals and deadlines
+ Demonstrated confidence in delivering and explaining solutions with a high degree of influence
+ Excellent oral, written and organizational skills
+ Proficiency in Microsoft Office (Word, Excel, PowerPoint)
+ Proficient presentation and sales skills
+ Strong analytical and problem-solving skills, including attention to detail
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$84,851.25 USD
**_Median:_**
$115,800.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Downtown St. Pete
**Location:**
St. Petersburg, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.
**Primary Responsibilities**
+ Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
+ Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
+ Consistently generates large new business opportunities
+ Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
+ Partners with Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs and custody accounts
+ Ensures that account administration complies with fiduciary principles
+ Coordinates client service activities with other wealth management partners
+ Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services).
+ High School Diploma or GED and twelve (12) years of relevant experience may also qualify
+ Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
+ Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
**Preferences**
+ Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
**Skills and Competencies**
+ Ability to interpret and present complex topics in a concise and effective manner
+ Ability to manage multiple goals and deadlines
+ Confidently explain solutions, with a high degree of influence
+ Excellent oral, written and organizational skills
+ Proficiency in Microsoft Office (Word, Excel, PowerPoint)
+ Strong presentation and sales skills
+ Advanced analytical and problem-solving skills, including attention to detail
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$104,673.25 USD
**_Median:_**
$150,950.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Orlando Main 111 N Orange Ave
**Location:**
Orlando, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
**Basic Qualifications:**
+ Bachelor's degree, or equivalent work experience
+ Five or more years of experience in Trust administration
+ An advanced degree may be considered towards years of experience
**Preferred Skills/Experience:**
+ Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts
+ Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
+ Ability to identify and resolve complex problems with minimal guidance
+ Ability to manage multiple tasks/projects and deadlines simultaneously
+ Effective interpersonal, verbal and communication skills
+ Well-developed customer service/relations skills
+ Working towards a Professional Designation such as a CTFA or a CFP
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
**Basic Qualifications:**
+ Bachelor's degree, or equivalent work experience
+ Five or more years of experience in Trust administration
+ An advanced degree may be considered towards years of experience
**Preferred Skills/Experience:**
+ Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts
+ Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
+ Ability to identify and resolve complex problems with minimal guidance
+ Ability to manage multiple tasks/projects and deadlines simultaneously
+ Effective interpersonal, verbal and communication skills
+ Well-developed customer service/relations skills
+ Working towards a Professional Designation such as a CTFA or a CFP
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
**Basic Qualifications:**
+ Bachelor's degree, or equivalent work experience
+ Five or more years of experience in Trust administration
+ An advanced degree may be considered towards years of experience
**Preferred Skills/Experience:**
+ Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts
+ Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
+ Ability to identify and resolve complex problems with minimal guidance
+ Ability to manage multiple tasks/projects and deadlines simultaneously
+ Effective interpersonal, verbal and communication skills
+ Well-developed customer service/relations skills
+ Working towards a Professional Designation such as a CTFA or a CFP
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
**Basic Qualifications:**
+ Bachelor's degree, or equivalent work experience
+ Five or more years of experience in Trust administration
+ An advanced degree may be considered towards years of experience
**Preferred Skills/Experience:**
+ Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts
+ Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
+ Ability to identify and resolve complex problems with minimal guidance
+ Ability to manage multiple tasks/projects and deadlines simultaneously
+ Effective interpersonal, verbal and communication skills
+ Well-developed customer service/relations skills
+ Working towards a Professional Designation such as a CTFA or a CFP
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
**Basic Qualifications:**
+ Bachelor's degree, or equivalent work experience
+ Five or more years of experience in Trust administration
+ An advanced degree may be considered towards years of experience
**Preferred Skills/Experience:**
+ Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts
+ Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
+ Ability to identify and resolve complex problems with minimal guidance
+ Ability to manage multiple tasks/projects and deadlines simultaneously
+ Effective interpersonal, verbal and communication skills
+ Well-developed customer service/relations skills
+ Working towards a Professional Designation such as a CTFA or a CFP
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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.
**Posting may be closed earlier due to high volume of applicants.**

Associate, Portfolio Management at GID Investment Advisers LLC summary:

The Associate of Portfolio Management supports the Director in developing business strategies and conducting financial analysis within a real estate investment firm managing multifamily and industrial assets. This role involves creating and maintaining detailed financial models, preparing fundraising materials, and collaborating across teams to evaluate and launch new investment products. The position requires expertise in financial modeling, real estate KPIs, and strong communication skills to drive portfolio growth and investor engagement.

Description
Associate, Portfolio Management GID - Boston, MA
GID is a privately-held, vertically-integrated real estate company that owns, operates, and/or manages a portfolio of multifamily and industrial assets, and develops multifamily and mixed-use projects across the United States. The firm also operates a credit platform that aims to provide commercial real estate debt solutions for institutional borrowers. With corporate offices in Atlanta, Boston, Dallas, Dubai, New York and San Francisco, GID is an experienced real estate investor and manager supported by an integrated operating platform and has 60+ years of experience across multiple asset classes. As of September 30, 2024, GID owns and/or manages $30.0 billion of assets under management across 57,000 apartment units and 28 million square feet of industrial and commercial space (1).
DESCRIPTION:
This person is primarily responsible for assisting the Director, Portfolio Management, with the formulation, financial analysis, and implementation of new business strategies. Additionally, this role will collaborate cross-functionally to provide evaluative models and presentations to enhance existing business practices as well as catalyze future growth. The ideal candidate will have strong financial modeling and presentation skills, creativity, and a positive attitude. The associate will also embrace our company values of accountability, inclusiveness, energizing, and courageousness.
RESPONSIBILITIES:

• Build and maintain portfolio, fund, and enterprise-level models.
• Assist in the formulation, marketing, and launch of new investment products.
• Evaluate the economic viability of new investment products, which may include:
  • Memoranda to support domestic and international investment initiatives.
  • The creation and use of bespoke models.
  • GID Industrial's proprietary acquisition, fund and enterprise models.
• Support Director in creation and presentation of fundraising pitch materials.
• Interface with existing and prospective Limited Partners.
• Travel to key markets and significant conferences periodically.
• Participate in acquisition pipeline and leasing calls to remain informed of market trends.
• Develop tools to measure and communicate past and expected investment performance.
• Perform relevant market research related to existing or new strategies.
• Coordinate with various departments and team members on special projects.

QUALIFICATIONS:

• Expert financial modeling and excel skillset.
• Working knowledge of Argus Enterprise.
• Mastery of Real Estate and financial KPIs.
• Affinity for Power Point presentations.
• Proficiency in charts, tables, and visualizations.
• Strong mathematical, verbal, and communication skills.
• Creativity.
• A sense of humor.

COMPENSATION:

• Our company considers a range of factors including education and experience when determining base compensation.
• Compensation range: $00,000 - 125,000 + 30% bonus potential.

BENEFITS:

• This position is also eligible for bonus and benefits. For more information, visit: Benefits!
  • 1 hour of paid sick and safe time for every 30 hours worked, 10 days of paid vacation time accrued bi-weekly, 6 weeks of paid parental leave, 10 paid holidays annually, and up to 3 floating days.

E-Verify
GID is an Equal Opportunity Employer
(1). See GID.com for details on the calculation of assets under management.

Keywords:

portfolio management, financial modeling, real estate investment, multifamily assets, industrial assets, investment products, financial analysis, fundraising presentations, market research, real estate KPIs

At Disney Experiences Technology, our team creates world-class immersive digital experiences for the Company's premier vacation brands including Disney's Parks & Resorts worldwide, Disney Cruise Line, Aulani, A Disney Resort & Spa, and Disney Vacation Club. The Disney Experiences Technology team is responsible for the end-to-end digital and physical Guest experience for all technology & digital-led initiatives across the Attractions & Entertainment, Food & Beverage, Resorts & Transportation, and Merchandise lines of business as well as other initiatives including the MyDisneyExperience app and Hey, Disney!
As the Manager, Portfolio Management at Disney Experiences Technology, you will play a crucial role in creating world-class immersive digital experiences for Disney's premier vacation brands. You will lead the strategic roadmap, annual and long-term capital and expense plans, and portfolio forecast planning of projects and operations. This role is essential in ensuring the organization meets its overall strategic and financial goals by collaborating with executives and aligning resources across portfolios.
**What You'll Do:**
In this role, you will be responsible for leading the Technology S/VP(s) portfolio(s), managing strategic planning, and ensuring portfolio performance aligns with financial targets. You will work closely with executives to communicate priorities, anticipate risks, and provide actionable recommendations. This role is vital in fostering a collaborative environment and driving the success of Disney Experiences Technology. Key skills required include strategic thinking, collaboration, and effective communication.
+ Drive S/VP portfolio level accountability to meet financial targets.
+ Lead portfolio planning, forecast, and governance for a portfolio(s) of $250M+.
+ Communicate portfolio performance for executive consumption, increasing transparency of risks and opportunities.
+ Manage plans and roadmaps for S/VP portfolios with key partners, providing deliverables for key finance milestones.
+ Deliver prioritized S/VP portfolio input to forecasts in alignment with key parameters.
+ Anticipate risks and opportunities, sharing insights and making actionable recommendations to executives.
+ Maintain a continuous view of resource demand and capacity across the portfolio, planning for leveled resource allocation.
+ Foster relationships within DX Technology finance, capital planning, sourcing, and other departments to accomplish goals.
+ Effectively communicate, including delivering difficult messages to executives, partners, and finance.
+ Inspire, motivate, and lead the team to deliver value to DX Technology.
+ Provide continuous coaching and feedback, supporting team growth and development.
+ Create an environment where Disney values are experienced, encouraging creative problem solving and ensuring everyone's voice is heard.
**Required Qualifications:**
+ Minimum of 8 years of portfolio/financial demand management experience.
+ Practical experience in understanding technology project/product financial analysis, financial reporting, and cause-of-change explanations.
+ Experience in product-oriented organizations using agile methodologies.
+ Experience with a variety of software delivery methodologies (e.g., Agile: Scrum, Lean, etc.).
+ Practiced in project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning).
+ Strategic planning partner for key planning milestones (long term & annual planning).
+ Experience working with multiple technical teams and finance.
+ Excellent business communication, writing, and interpersonal skills.
+ Proactive and solution-oriented when managing issues.
+ Demonstrated analysis/assessment capabilities.
+ Proven mentoring and coaching abilities to ensure effective growth and development of the team.
+ MS Office proficient; strong skills in PPT/Keynote and Excel.
+ Extensive experience with industry-standard PPM tools; CA Clarity PPM experience preferred; reporting tool(s) experience preferred
**Required Education**
Bachelor's degree required or related field/work experience
#DISNEYTECH
**Job ID:**
**Location:** Orlando,Florida
**Job Posting Company:** Disney Experiences
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.