Controller Investment & Fiduciary Services

Controller - Investment & Fiduciary Services

The Controller - Investment & Fiduciary Services leads accounting and financial reporting for the firm's trust, wealth management, asset management, fiduciary, and related investment businesses. This role ensures accurate financial reporting, maintains strong internal controls, supports audits and regulatory examinations, and partners with business leaders to drive operational excellence.

Key Responsibilities

• Oversee monthly, quarterly, and annual financial close and reporting processes.
• Ensure compliance with U.S. GAAP, company policies, and applicable regulatory requirements.
• Lead accounting activities for trust, wealth management, investment advisory, asset management, and related fiduciary businesses.
• Maintain effective internal controls and support audit and examination activities.
• Partner with business leadership on financial analysis, process improvements, and strategic initiatives.
• Manage and develop a high-performing accounting team.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA preferred.
• 10+ years of progressive accounting or financial reporting experience.
• Leadership experience managing accounting teams.
• Experience within wealth management, trust, asset management, fiduciary services, or other financial services organizations.
• Strong knowledge of financial reporting, internal controls, and audit processes.

Location Requirements

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

Benefits

• 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

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.