Corporate Trust Relationship Manager III

UMB; Costa Mesa (CA); On-site; USD 84,000 - 179,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Health insurance

Tuition reimbursement

Job summary

UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role involves overseeing day-to-day administration, billing for fees, and coordinating with legal and compliance to ensure accurate and timely processing of complex transactions.

The candidate will engage with senior client staff, review legal documents, and collaborate across internal groups to maintain compliant and well-administered accounts.

Qualifications

• You have a bachelor's degree or equivalent work experience.
• You have at least 7 years of relevant experience.

Responsibilities

• Build relationships and continuously engage with customers to provide support and resolve routine and complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.

Education

Bachelor's degree or equivalent

Job description

UBM's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals.

The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex administrative issues and providing support to senior level client staff. This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partner with corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions.

Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB's success. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry and we are always happy to share our knowledge and help those around us grow!

How you'll spend your time:

• You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests.
• You will review transaction structures and legal documents to ensure operational mechanics are appropriate.
• You will collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.

We're excited to talk with you if:

• You have a bachelor's degree or equivalent work experience
• You have at least 7 years of relevant experience

Compensation Range:$83,810.00 - $179,300.00The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.

• Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

UBM and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.