Custody Operations Manager - Class Actions and Proxy

U.S. Bancorp
Milwaukee
Workplace: OnsiteFull timeUSD 86,360 - 101,600 annuallyFunction: Business OperationsExperience: 3-5 yearsEducation: bachelorsSkills: ["Analytical skills","Problem-solving","Organizational skills","Project management","Supervisory and management skills"]

Lead day-to-day operations for the Class Action and Proxy Services teams within Global Asset Servicing, ensuring timely proxy voting processing, class action recovery, entitlement reconciliation, and client asset servicing. Own strategic direction and risk oversight, maintain a strong controls environment, and deliver exceptional client service. Manage a team of operations professionals, drive operational excellence, partner with technology/product on platform enhancements, and liaise with internal partners, vendors, and external service providers to support compliance and long-term growth.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Custody Operations Manager - Class Actions and Proxy

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Last checked: 5 hours agoStatus: Live

Job Summary

Lead day-to-day operations for the Class Action and Proxy Services teams within Global Asset Servicing, ensuring timely proxy voting processing, class action recovery, entitlement reconciliation, and client asset servicing. Own strategic direction and risk oversight, maintain a strong controls environment, and deliver exceptional client service. Manage a team of operations professionals, drive operational excellence, partner with technology/product on platform enhancements, and liaise with internal partners, vendors, and external service providers to support compliance and long-term growth.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Manager level

Key Responsibilities

  • •Lead day-to-day operations, strategic direction, and risk oversight for Class Action and Proxy Services teams within Global Asset Servicing.
  • •Ensure accurate and timely processing of shareholder proxy voting, class action litigation recovery, and entitlement reconciliation.
  • •Maintain a strong control environment while delivering exceptional client service.
  • •Lead and develop a team of operations professionals; drive operational excellence initiatives.
  • •Partner with technology and product teams on platform enhancements and conversions and collaborate with internal partners, vendors, and external service providers for compliance and growth.

Pay and Benefits

Salary: USD 86,360 - 101,600 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveLong-term DisabilityParental LeaveHolidayAdoption Assistance

Key Requirements

  • •Bachelor’s degree in accounting or finance, or equivalent work experience.
  • •3 to 5 years of experience in trust and securities operational functions.
  • •3 to 5 years of management experience.
  • •Thorough knowledge of trust and securities operational functions, systems, procedures, products, and services.
  • •Understanding of legal, regulatory, and accounting principles affecting Wealth Management & Securities Services business lines.
Experience:3-5 years
Education:Bachelor's in Accounting or finance
Skills:Analytical skillsProblem-solvingOrganizational skillsProject managementSupervisory and management skills

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
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