Client Manager

Jobtailor; Houston (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

Jobtailor is seeking a senior Corporate Trust Relationship Manager to lead and grow strategic client relationships. You will partner with business development officers to identify opportunities, manage client value across the relationship lifecycle, and review new client relationships according to policy to ensure compliant, high-quality service aligned with client needs and expectations.

The role requires thorough knowledge of corporate trust instruments, account management, and trust

Qualifications

• Thorough knowledge of corporate trust and investment instruments
• Thorough knowledge of account management, trust operations, project management, and legal regulations
• Ability to develop new business
• Effective management skills including planning, budgeting, and people management
• Excellent communication skills (verbal and written)

Responsibilities

• Develop and maintain relationships with Corporate Trust clients alongside business development officers
• Manage the value of client relationships for the organization
• Review and accept new client relationships according to business line account acceptance policies and procedures
• Provide quality service aligned with client needs, wants, and expectations
• Resolve client problems quickly and effectively
• Collaborate with new business development staff on new business conversations with existing or prospective clients
• Identify business risks and operational challenges
• Mitigate risk and enhance operating systems and processes
• Coordinate development and implementation of operational changes within the unit
• Meet certain revenue, new business, and expense goals as applicable
• Manage staff, hire new staff, and/or train staff as needed

Job description

• Develop and maintain relationships with Corporate Trust clients alongside business development officers
• Manage the value of client relationships for the organization
• Review and accept new client relationships according to business line account acceptance policies and procedures
• Provide quality service aligned with client needs, wants, and expectations
• Resolve client problems quickly and effectively
• Collaborate with new business development staff on new business conversations with existing or prospective clients
• Identify business risks and operational challenges
• Mitigate risk and enhance operating systems and processes
• Coordinate development and implementation of operational changes within the unit
• Meet certain revenue, new business, and expense goals as applicable
• Manage staff, hire new staff, and/or train staff as needed

Requirements

• Bachelor’s degree, or equivalent work experience
• Typically eight or more years of relevant experience
• Thorough knowledge of corporate trust and investment instruments
• Thorough knowledge of account management, trust operations, project management, and legal regulations
• Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations
• Ability to develop new business
• Effective management skills including planning, budgeting, and people management
• Ability to resolve complex problems with minimal guidance
• Ability to communicate quickly with clients to resolve client issues and disputes
• Effective interpersonal, verbal, and written communication skills
• Applicants must comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies
• Certain positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act, and other applicable requirements

Core Competencies

Demonstrates extensive knowledge of Corporate Trust and Investment Instruments, along with strong account management and trust operations expertise. Proven ability to develop new business, manage client relationships, and resolve complex issues effectively.

Highest-signal resume keywords

• Corporate Trust Knowledge
• Account Management
• Trust Operations
• Project Management
• Effective Communication

Hard Skills

• Business Development
• Risk Mitigation
• Operational Change Management
• Budgeting
• Problem Resolution

Soft Skills

• Interpersonal Skills
• Verbal Communication
• Written Communication
• People Management

Certifications & Qualifications

• FINRA Registration
• NMLS Registration

Industry Keywords

• Bank Secrecy Act
• SAFE Act
• Reg Z
• Reg G
• FCPA
• NFA
• Code of Ethics
• Business Conduct