U.S. Bank

Controller - Investment & Fiduciary Services

U.S. Bank • $143K — $169K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA strongly preferred.
  • 10+ years of progressive experience in accounting and financial leadership in a large financial institution.
  • Proven track record in managing and developing high-performing finance teams.
  • Strong knowledge of financial reporting, internal controls, and regulatory expectations in the financial services industry.
  • Experience in Wealth Management, Trust Services, Asset Management, Investment Advisory, and Fund Services.
  • Ability to influence senior executives and drive business outcomes through financial insight.

Responsibilities

  • Lead month-end, quarter-end, and year-end financial close and reporting activities for Investment & Fiduciary Services.
  • Manage accounting and financial reporting across Trust Services, Fund Services, Wealth Management, Investment Advisory, Asset Management, and Custody Services.
  • Ensure compliance with U.S. GAAP and regulatory requirements.
  • Maintain a strong control environment through effective internal controls and governance.
  • Collaborate with auditors and regulatory bodies to support compliance audits and initiatives.
  • Provide financial insights and strategic recommendations to business leaders.
  • Develop and mentor a high-performing team of finance professionals while promoting a culture of innovation.

Benefits

  • Comprehensive healthcare options including medical, dental, and vision.
  • Life insurance coverage with both basic and optional plans.
  • Short-term and long-term disability benefits.
  • Parental leave and pregnancy disability support.
  • 401(k) with employer contributions and retirement funding.
  • Generous paid vacation, ranging from two to five weeks based on tenure.
  • Up to 11 paid holidays annually.
  • Adoption assistance benefits.
  • Accrual of Sick and Safe Leave, providing flexibility for health-related needs.
Full Job Description
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.

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.

Posting may be closed earlier due to high volume of applicants.

About U.S. Bank

U.S. Department of the Treasury is a government agency responsible for promoting economic prosperity and ensuring financial security. The department is responsible for a wide range of activities such as advising on economic and financial issues, encouraging sustainable economic growth, and fostering improved governance in financial institutions.

U.S. Bank Careers

Join the dynamic team at U.S. Bank, one of the nation's top banking institutions, where your career journey is as promising as the services we provide to our customers. At U.S. Bank, we are committed to fostering a culture of innovation, leadership, and diversity that is unmatched in the industry.

Explore Job Opportunities and Growth

At U.S. Bank, we offer a variety of job opportunities that cater to a range of skills and professional interests. Whether you are looking for a position in finance, technology, customer service, or management, U.S. Bank is hiring talented individuals who are eager to contribute to our mission and grow with us.

Internship Programs

Kickstart your career with U.S. Bank’s internship programs. These opportunities are designed for ambitious students who want to gain hands-on experience and develop essential skills in a real-world setting. Our internships provide a platform to engage with experienced professionals and explore potential career paths within the company.

Benefits and Employment Perks

Choosing a career at U.S. Bank means more than just employment. We offer comprehensive benefits designed to enhance your life and well-being. From health and wellness programs to retirement plans, we ensure our team members are supported both personally and professionally.

Our Commitment to Diversity and Inclusion

Diversity and inclusion are at the core of our values at U.S. Bank. We are dedicated to creating an environment where all employees feel valued and included. Our diversity training programs are part of our commitment to an inclusive workplace, where everyone can thrive.

Leadership and Professional Development

Leadership at U.S. Bank is about more than guiding teams – it's about inspiring them. We invest in leadership training and professional development programs that help our employees become the best in their fields. By fostering a culture of learning and growth, we prepare our team members to take on new challenges and leadership roles.

Networking and Innovation

Networking at U.S. Bank goes hand in hand with innovation. Our employees are encouraged to connect with colleagues and industry leaders through various networking events and professional groups. This collaborative environment fuels innovation and allows us to stay ahead in a competitive industry.

Join Our Team

Are you ready to take the next step in your career? Explore the open positions at U.S. Bank and find where your skills and passions align with our needs. Prepare your resume, sharpen your interview skills, and get ready to join a team where your career can flourish.

Stay Connected with U.S. Bank Careers

Keep up to date with the latest career tips, insider perspectives, and industry-leading insights from U.S. Bank. Personalize your subscription to receive job alerts and updates that match your career interests.

Search U.S. Bank Jobs

Discover the exciting and rewarding career opportunities waiting for you at U.S. Bank. Search and apply for jobs that match your skills and interests. Join us and be part of a team that values growth, leadership, and innovation.

READ CAREERS BLOG

Stay ahead in your career with U.S. Bank – where your growth is our priority.
Learn more about U.S. Bank
Size
68,796 employees
Market Cap
$66.2 billion
Industry
Net Income
$4.9 billion
5 Year Trend
+0.5%
NASDAQ

Similar Jobs

More Jobs at U.S. Bank

More Finance & Insurance Jobs

Find similar Controller - Investment & Fiduciary Services jobs: