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Fintech
Leads U.S. Bank’s global custody tax strategy across withholding, relief at source, quick refunds, reclaims, documentation, and international market requirements. Advises institutional clients and executives, partners with Sales, Operations, Product, Technology, Risk, Legal, and Compliance, and drives service-model, technology, controls, and process improvements. Oversees tax provider relationships, regulatory developments, risk remediation, performance metrics, and capability building across a complex global custody environment.
Fintech
Manages corporate trust client relationships, evaluates new accounts, delivers client service, supports business development, mitigates risks, improves operations, coordinates process changes, and may oversee staff while meeting revenue and business objectives.
Fintech
Owns reporting, data, and business-readiness activities for a financial-platform modernization and conversion program. Documents current-state processes, translates business needs into future-state product requirements, prioritizes roadmap items, and coordinates across business, operations, and technology teams. Supports testing, implementation readiness, regulatory requirements, risk and dependency management, and account-conversion preparation. Uses Jira or similar tools and helps deliver reporting and data capabilities for complex financial platforms.
Fintech
Directs ETF operations and transforms end-to-end lifecycle processes, including creation and redemption, baskets, authorized participant interactions, and settlement through NSCC and DTC. Ensures high-volume processing meets SLAs, maintains supervisory controls and regulatory compliance, leads root-cause remediation, and partners with Technology on automation. Supports team development through cross-training and succession planning while communicating with senior management, clients, and counterparties.
Fintech
Directs ETF operations and transforms end-to-end lifecycle processes, including creation/redemption, basket management, authorized participant interactions, and settlement. Ensures high-volume processing meets SLAs and control, audit, risk, and compliance requirements. Leads root-cause remediation, automation and scalability initiatives with Technology, and team development through succession planning and cross-training. Communicates with senior management, clients, and counterparties while managing operational improvements and service quality.
Fintech
Manages private capital accounting and investment operations platforms, primarily FIS Investran. Leads operational readiness, process optimization, implementations, conversions, onboarding, reconciliations, reporting, and ongoing support. Oversees teams, establishes performance expectations, manages controls and operational risk, and partners with accounting, technology, conversion, vendors, clients, and senior stakeholders. Ensures data integrity, process efficiency, successful migrations, and high-quality service delivery across private equity, credit, real estate, infrastructure, and alternative investment operations.
Fintech
Leads fund administration for ETFs, mutual funds, closed-end funds, and business development companies. Reviews budgets, financial statements, portfolio compliance, board materials, and regulatory filings; coordinates with clients, auditors, legal counsel, and internal teams. Mentors staff, manages client relationships, and leads fund launches, mergers and acquisitions, liquidations, and other projects. Requires accounting or finance knowledge, investment expertise, regulatory understanding, and advanced Excel skills.
Fintech
Leads complex, high-risk investment trade inquiries from assessment through resolution. Coordinates Product, Operations, Risk, Technology, relationship teams, and subject-matter experts; communicates client-ready updates; drives root-cause analysis and remediation. Develops playbooks, procedures, escalation paths, training resources, and corrective-action tracking. Uses inquiry trends to recommend process, control, data, training, and technology improvements while ensuring compliance with agreements, laws, regulations, and bank policies.
Fintech
Leads strategic initiatives to modernize custody platforms and processes. Defines product vision, roadmaps, OKRs, and outcomes; analyzes business data; prioritizes features; manages the end-to-end product lifecycle; and partners with technology, design, risk, agile, and business teams. The role improves custody workflows, customer experiences, operational efficiency, and business performance while addressing technical modernization and product delivery.
Fintech
Owns the strategy, roadmap, prioritization, governance, adoption, and lifecycle of data products supporting reporting, analytics, operational decisions, and AI use cases. Partners with business, engineering, architecture, analytics, and governance teams to translate requirements into scalable data products. Leads backlogs, stakeholder alignment, data quality, metadata, lineage, modernization, cloud migration, KPI definition, and continuous improvement across the Investment Services data domain.
Fintech
Leads strategy, roadmap, governance, development, commercialization, and lifecycle management for U.S. Bank’s private markets and private funds products. Partners with technology, operations, risk, legal, marketing, and business teams to identify market opportunities, deliver enhancements, support client engagements, and maintain competitive offerings. The role requires expertise in private markets or institutional investment products, strong executive communication, product commercialization experience, and willingness to travel domestically and internationally.
Fintech
Supports strategic client relationships within Investment Services by coordinating projects, tracking initiatives, preparing KPI and executive reporting, managing governance materials, resolving operational issues, and improving processes. The role works cross-functionally with fund accounting, custody, transfer agency, compliance, and other teams to deliver consistent client service and scale the Client Operations function.
Fintech
Manage global custody platform or custody strategy functions as a subject-matter expert and trusted partner. Translate operational and business needs into platform priorities, support capacity and operational readiness, coordinate across custody operations, product, and technology teams, and strengthen processes and capabilities. Responsibilities include trade lifecycle analysis, stakeholder relationship management, knowledge transfer, complex issue support, business change, and occasional client-facing discussions.
Fintech
Leads technology strategy and delivery for U.S. Bank’s Investment Services franchise, including ETF servicing, alternative investments, fund services, corporate trust, and global custody. Oversees global application development, platform modernization, architecture, operations, transformation initiatives, technology investments, risk management, and executive stakeholder partnerships. Builds high-performing technology teams, manages budgets, evaluates emerging and third-party technologies, and drives scalable, resilient solutions aligned with business growth and client experience objectives.
Fintech
Supervise fund administration teams managing compliance programs, regulatory filings, financial statements, audits, expenses, client relationships, and service-provider coordination for investment fund clients. Provide regulatory and technical guidance, oversee staff development, improve procedures, support board reporting and business growth, and drive department-level initiatives. The role requires extensive mutual fund administration or public accounting experience, CPA certification or candidacy, and advanced knowledge of investment fund regulations and accounting principles.
Fintech
Manages a portfolio of large financial institution partners, driving credit card growth, program adoption, and contract renewals. Serves as the primary relationship owner, leads executive-level discussions, identifies growth opportunities, and coordinates internal sales, service, credit, underwriting, and marketing teams. Oversees partner engagement, travel planning, budget management, and complex business development initiatives.
Fintech
Develops profitable new business and expands existing account relationships within an assigned territory. Identifies opportunities, presents commercial payment products, builds referral networks, and executes sales call programs. Requires extensive financial sales experience, CPS product knowledge, strong negotiation and business-development skills, and the ability to travel nationally full-time. Experience serving healthcare facilities, insurance companies, or medical suppliers is preferred.
