U.S. Bancorp

4 weeks ago

Senior Corporate Counsel – Wealth Management - Personal Trust and Investments Attorney

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Serve as an in-house attorney on U.S. Bank’s Wealth Management & Investment Services legal team, advising on personal trust and investment matters. Interpret fiduciary, banking, and investment regulations (including OCC/SEC requirements and tax law), counsel business leaders on product and program design, assess legal and regulatory risk, and review/negotiate contracts to support business and strategic initiatives.

Location: Minneapolis, Atlanta, San Francisco, Charlotte, Milwaukee, Denver, Los Angeles, New York

Workplace: Onsite

Employment Type: Full time

Job Function: Legal, Risk & Compliance

Key Responsibilities

•Interpret and apply federal and state legal and regulatory frameworks for personal trust and investment activities, including OCC fiduciary standards, SEC requirements, and applicable tax law.
•Advise on administration of trust and investment management accounts to ensure alignment with fiduciary duties and regulatory expectations.
•Advise business leaders on development, structure, and enhancement of products and services by embedding legal considerations into program design, delivery models, and governance.
•Identify and assess legal and regulatory risks and collaborate with cross-functional partners to develop practical, risk-informed solutions.
•Review and negotiate contracts and related agreements, and support documentation, operational processes, and control frameworks balancing business objectives with legal and regulatory requirements.

Pay and Benefits

Salary: USD 133,365 - 156,900 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeaveParental LeavePaid HolidaysAdoption Assistance

Key Requirements

•Be licensed by and in good standing with the appropriate state bar association or other appropriate state attorney licensing authority.
•Have five to seven years of legal experience advising on personal trust administration and/or investment/wealth management matters (or a related role where trust administration is core).
•Experience advising on compliance with state and federal regulations and laws related to personal trust and investment activities.
•Preferred: experience representing financial institutions’ wealth management businesses or corporate trustees, including banking and/or securities regulations.
•Strong written, oral, and interpersonal communication skills and a strong commitment to client service.

Experience:Wealth managementPersonal trust administrationBanking regulationSecurities regulations

Skills:CommunicationLeadershipClient serviceRisk assessment

Licenses:State bar admission

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

4 weeks ago

Senior Corporate Counsel – Wealth Management - Personal Trust and Investments Attorney

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Minneapolis, Atlanta, San Francisco, Charlotte, Milwaukee, Denver, Los Angeles, New York

Workplace: Onsite

Employment Type: Full time

Job Function: Legal, Risk & Compliance

Key Responsibilities

•Interpret and apply federal and state legal and regulatory frameworks for personal trust and investment activities, including OCC fiduciary standards, SEC requirements, and applicable tax law.
•Advise on administration of trust and investment management accounts to ensure alignment with fiduciary duties and regulatory expectations.
•Advise business leaders on development, structure, and enhancement of products and services by embedding legal considerations into program design, delivery models, and governance.
•Identify and assess legal and regulatory risks and collaborate with cross-functional partners to develop practical, risk-informed solutions.
•Review and negotiate contracts and related agreements, and support documentation, operational processes, and control frameworks balancing business objectives with legal and regulatory requirements.

Pay and Benefits

Salary: USD 133,365 - 156,900 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeaveParental LeavePaid HolidaysAdoption Assistance

Key Requirements

•Be licensed by and in good standing with the appropriate state bar association or other appropriate state attorney licensing authority.
•Have five to seven years of legal experience advising on personal trust administration and/or investment/wealth management matters (or a related role where trust administration is core).
•Experience advising on compliance with state and federal regulations and laws related to personal trust and investment activities.
•Preferred: experience representing financial institutions’ wealth management businesses or corporate trustees, including banking and/or securities regulations.
•Strong written, oral, and interpersonal communication skills and a strong commitment to client service.

Experience:Wealth managementPersonal trust administrationBanking regulationSecurities regulations

Skills:CommunicationLeadershipClient serviceRisk assessment

Licenses:State bar admission

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor