Collateralized Loan Obligation (CLO) Client Management Lead

U.S. Bank; Charlotte (NC); On-site; USD 152,000 - 186,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation and holidays

Life insurance

Job summary

U.S. Bank in Charlotte, NC seeks a CLO Client Management Team Lead to steer a Trust unit, drive revenue, and ensure regulatory compliance. You will manage a team, optimize processes, and oversee client relationships within the CLO space.

The role requires extensive CLO experience, leadership capabilities, and a strategic mindset to advance unit objectives while aligning with corporate policies and risk controls.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 8+ years of CLO experience.
• 3+ years of management experience.
• Minimum 7 years of experience in trust administration, fixed income investments, or broadly syndicated loans.

Responsibilities

• Lead CLO Client Management teams to meet unit objectives and drive revenue.
• Maintain service levels for current clientele using CORE principles.
• Provide strategic direction for standardization and efficiencies.
• Ensure compliance with ethics, AML, BSA, and security policies.
• Oversee pipeline management via Salesforce and staff allocation.
• Balance portfolio load, staffing, and training for direct/indirect reports.
• Collaborate with senior management on risk and performance metrics.
• Monitor and improve profitability and cost control within unit.

Skills

CLO experience

Management experience

Relationship management

Leadership

Analytical skills

Education

Bachelor's degree

Equivalent education/experience

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description CLO Client Management Team Lead

Responsible for the leadership and overall management of a Trust unit or units within the organization to meet unit and divisional objectives. In addition to managing operations, processes, and compliance issues, incumbent manages a group or groups with sales accountabilities and an external focus.

Essential Responsibilities

• Instrumental in the profitability and growth of CLO organization by maintain service levels on current clientele via Client Oriented Relationship Excellence (C.O.R.E.)
• Serve as an expert resource for complex problem solving related to CLO administration and client escalation issues.
• Deep knowledge of the CLO industry and trustee business, U.S. Bank processes and systems. (SWP, CTAO, CDOs, Arcaria)
• Manage a Client Management team by driving increased business and revenue, controlling costs, and reducing expenses.
• Provide strategic direction and leadership to pursue objectives of unit(s) including process standardization and efficiencies.
• Manages team to maintain compliance with key performance metrics.
• Manage direct and in direct reports by portfolio/deal load balancing, staffing, hiring, training.
• Actively managing portfolio pipeline via Salesforce.
• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.
• Actively participates in any required corporate and business line training in these areas.
• Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position.
• Actively works with customers to understand each customer's normal account activity, as appropriate for this position.
• Accountabilities: Decisions are made in conjunction with major corporation programs, plans or strategies. Independent action is normally required although other division or senior managers are usually consulted before final action is taken. Probable errors would have a material effect on major functions of the corporation.

Basic Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 8+ years of CLO experience
• 3+ years of management experience
• Minimum 7 years of experience in trust administration, fixed income investments, or broadly syndicated loans.

Preferred Skills/Experience

• Strong interpersonal, verbal, and written communication
• Excellent problem-solving, conflict management, and negotiation skills
• Ability to perform multiple tasks and meet established deadlines
• Advanced knowledge of relationship management, account management, corporate trust operations, and legal regulations
• In-depth knowledge of structured finance transaction documentation, including but not limited to Indentures, credit agreements, and custodial agreements
• Well-developed leadership abilities and strategic management skills
• Well-developed verbal and written communication skills
• Well-developed analytical, decision-making, and problem-solving skills
• Considerable tact, diplomacy, and people skills.

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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
• Review our full benefits available by employment status here.

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.

E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Pay Range: $152,370.00 - 186,230.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.