Controller – Investment & Fiduciary Services

 

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

U.S. Bank is seeking a strategic and highly experienced Controller – Investment & Fiduciary to lead accounting, financial reporting, and control activities for a complex portfolio of client-focused businesses, including Trust, Fund & Fund Services, Wealth Management, Investment Advisory, Asset Management, and Fiduciary Services. This is a highly visible leadership role that partners closely with executive leadership to support business growth, regulatory excellence, operational effectiveness, and financial integrity.

This opportunity is ideal for a finance and accounting leader from a large financial institution who is looking to broaden their impact across a diverse set of wealth and investment businesses while leading a talented team and influencing strategic decision-making.

Responsibilities

• Provide executive leadership and oversight for monthly, quarterly, and annual financial close and reporting activities across Investment & Fiduciary Services businesses.
• Lead accounting and financial reporting for a broad suite of products and services, including:
  • Trust Services
  • Fund and Fund Services
  • Wealth Management
  • Investment Advisory
  • Asset Management
  • Fiduciary and Custody Services
• Ensure compliance with U.S. GAAP, regulatory requirements, and corporate accounting policies.
• Drive a robust control environment by maintaining strong internal controls, governance, and risk management practices.
• Partner with internal and external auditors and regulatory agencies to support examinations, audits, and compliance initiatives.
• Serve as a trusted advisor to business leaders, providing financial insights, business analysis, and recommendations that support strategic growth and operational excellence.
• Lead, mentor, and develop a high-performing team of accounting and finance professionals while fostering a culture of accountability, innovation, and continuous improvement.
• Identify and implement process enhancements, automation opportunities, and scalable financial reporting practices.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA strongly preferred.
• 10+ years of progressive accounting, controllership, financial reporting, or finance leadership experience within a large financial institution.
• Proven leadership experience managing and developing high-performing accounting or finance teams.
• Deep understanding of financial reporting, internal controls, audit processes, and regulatory expectations within the banking and financial services industry.
• Experience supporting the following businesses:
  • Wealth Management
  • Trust Services
  • Asset Management
  • Investment Advisory
  • Fiduciary Services
  • Fund Administration or Fund Services
• Demonstrated ability to partner effectively with senior executives and influence business outcomes through financial leadership and strategic insight.

This role offers the opportunity to lead finance and accounting activities for a significant and growing investment and fiduciary platform within one of the nation's leading financial institutions. You will work alongside senior business leaders, influence strategic decisions, and help shape the future of services that support high-net-worth clients, institutional investors, trusts, and investment funds.

Location Requirements

This role requires working from a U.S. Bank location three (3) or more days per week.

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:

• 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

Review our full benefits available by employment status here.

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: $143,905.00 - $169,300.00

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.