Corporate Trust Relationship Manager lll

UMB Financial Corporation; Phoenix (AZ); On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Health, dental, vision insurance

Tuition reimbursement

Wellbeing program

Job summary

UMB Financial Corporation in Phoenix seeks a Corporate Trust Relationship Manager III to serve as the primary contact for large trustee clients, handling complex administrative issues, billing, and transaction support. You will ensure compliance, accurate debt service calculations, and timely setup across systems.

The role requires a bachelor’s degree or equivalent experience and a minimum of seven years in relevant work. Compensation range is provided with a strong benefits package.

Qualifications

• Bachelor’s degree or equivalent work experience.
• At least 7 years of relevant experience in corporate trust or related field.
• Ability to review transaction structures and legal documents.

Responsibilities

• Build relationships and engage with customers to provide support and resolve requests.
• Review transaction structures and legal documents to ensure proper mechanics.
• Collaborate with internal Corporate Trust teams to ensure client accounts are compliant.

Skills

Relationship building

Customer support

Review of legal documents

Education

Bachelor's degree or equivalent experience

Job description

Are you ready to be part of something more? You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart. You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunity. UMBers are known for having multiple careers here and having their voices heard. UMB’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

This position was posted on 08/13/2026.

The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $98,208 - $144,705

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as 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.

Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB 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.

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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