PWM Client Services Team Leader (New Account Opening)

Company: U.S. Bank
Location: Los Angeles
Posted on: April 3, 2026

Job Description:

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 The Private Wealth New Accounts Opening Manager leads the team responsible for account opening new accounts trust, investment, and banking platforms and legal reviews. This role requires exceptional leadership skills, deep knowledge of fiduciary and regulatory requirements, and the ability to review and validate complex legal documentation. The manager ensures operational excellence, compliance, and a superior client experience throughout the account opening process. Key Responsibilities: Leadership & Team Management Provide strategic direction and day-to-day leadership to the New Accounts team. Mentor and develop team members, fostering a culture of accountability, collaboration, and continuous improvement. Set performance goals and monitor KPIs to ensure timely and accurate account openings. Account Opening Manager Manage the end-to-end process for opening banking, new trust, and investment accounts, including documentation review and verification. Ensure compliance with governing documents, state statutes, and company policies. Strong in legal documents Coordinate with internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor) to facilitate timely account setup. Client Relationship Management Serve as the initial point of contact for clients during the onboarding process. Provide clear communication regarding requirements, timelines, and next steps. Deliver exceptional client service to build trust and encourage long-term relationships. Compliance & Risk Management Adhere to all regulatory and corporate compliance standards, including KYC, Beneficial Owner Rule, and fiduciary requirements. Monitor risk indicators and escalate issues as needed. Complete all required risk management and compliance training. Collaboration & Coordination Work closely with Private Wealth team, Banking, Trust, and Investment teams to align account setup with client objectives. Partner with Market Leader, Market Director, Wealth Advisors, Bankers to ensure smooth transition from onboarding to account opening. Operational Excellence Maintain accurate records and documentation for all new accounts. Track and report on account opening metrics and identify opportunities for process improvement. Ensure timely resolution of any discrepancies or client concerns. Maintain accurate records and audit trails for all account openings Qualifications: Bachelor’s degree in Finance, Business Administration, or related field (or equivalent experience). 7 years in Private Wealth Management, trust, investment, and account opening leadership. 5 years in trust administration, investment services, or account management. Strong knowledge of fiduciary law, trust accounting, investment products, and compliance (AML/KYC, Beneficial Owner Rule). Proven leadership, strategic thinking, and people management skills. Expertise in reviewing legal documents and managing complex account structures. Excellent organizational, analytical, and problem-solving skills. Strong communication and client relationship management abilities. Proficiency in trust/investment systems and digital onboarding platforms. This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days. 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: $98,345.00 - $115,700.00 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.

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