Manager, Estate Settlement

Job description

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

ABOUT THE ROLE

This role is responsible for managing a team of estate settlement professionals, including Estate Settlement Administrators, overseeing the day-to-day administration of estate relationships and ensuring alignment with policies, regulatory requirements, and client expectations. The Manager provides leadership, technical guidance, and oversight of estate settlement activities while supporting delivery of a consistent and high-quality client experience.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

Estate Administration Oversight

Oversees the administration of estate settlement accounts, ensuring timely and accurate execution of estate activities including valuation, tax coordination, and asset distribution.

Team Leadership and Development

Directly manages a team of Estate Settlement Administrators and Analysts, establishing performance expectations, coaching team members, and supporting professional development.

Fiduciary Guidance and Support

Provides subject matter guidance on estate settlement matters, supporting team members in resolving complex account issues and interpreting governing documents.

Risk and Compliance Management

Ensures adherence to fiduciary, legal, and regulatory requirements, including account reviews, documentation standards, and compliance with estate and tax regulations.

Operational Management

Monitors team workflows, caseloads, and timelines to ensure consistent execution, efficiency, and high-quality service delivery.

Issue Resolution and Escalation

Serves as a primary escalation point for complex estate matters, including beneficiary disputes, fee inquiries, and distribution issues.

Client and Beneficiary Experience

Ensures proactive communication with beneficiaries and partners, reinforcing high service standards and supporting a positive client experience.

Collaboration and Partnership

Works closely with internal teams and external advisors, including attorneys and tax professionals, to support administration and resolution of estate matters.

Process Improvement

Identifies opportunities to improve operational processes, enhance efficiency, and strengthen controls within estate settlement services.

Other Duties

Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

MINIMUM REQUIREMENTS

Bachelor’s degree required . 7 or more years of experience in estate settlement, fiduciary administration, or related wealth management services. 3–5 years of leadership experience, including direct management of a team.

REQUIRED SKILLS

Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in: Estate Settlement Expertise: Strong knowledge of estate administration, valuation processes, tax coordination, and fiduciary responsibilities.

Leadership and Team Management

Ability to manage and develop a team, providing direction, feedback, and performance oversight.

Risk and Compliance Awareness

Understanding of estate-related regulatory requirements, fiduciary standards, and internal controls.

Client and Beneficiary Management

Ability to navigate complex beneficiary dynamics and support resolution of sensitive estate matters.

Operational Execution

Ability to manage workflows, prioritize work, and ensure accurate and timely execution of estate activities. Please refer to the “Skills for Success” section to learn how to stand out as an applicant.

SKILLS

FOR SUCCESS: Qualified candidates will possess a n intermediate d egree of proficiency (typically from 7 + years of work or practical experience), in: Decision Making: Exercises sound judgment in estate settlement matters, balancing client needs and fiduciary risk considerations.

Communication

Communicates clearly and effectively with team members, beneficiaries, and external stakeholders.

Collaboration

Works effectively across teams and disciplines to support client outcomes.

Problem Solving

Identifies and resolves issues related to estate administration and client service.

Client-Centric Focus

Demonstrates commitment to delivering a consistent and high-quality client experience.

DOING THE RIGHT THING

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets — including you. Manager, Estate Settlement Total Base Pay Range 96,500.00 - 207,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Austin, Texas 78701 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.