Corporate Trust Team Lead — Compliance & Client Service

UMB Financial Corporation; Salt Lake City (UT); On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Health insurance

Tuition reimbursement

Job summary

UMB Financial Corporation is seeking a Team Manager to guide a Corporate Trust Relationship Management team and collaborate with senior leaders to deliver superior customer service. You will set up trust accounts, ensure compliance, and drive process improvements across systems.

The role requires 7+ years of relevant experience and a Bachelor's degree or equivalent. Compensation ranges reflect location and experience, with a focus on accuracy and consistency in work product.

Qualifications

• Bachelor's degree or equivalent work experience.
• At least seven (7) years of relevant experience.
• Strong understanding of corporate trust accounts and related processes.

Responsibilities

• Lead and guide a team of Corporate Trust Associate Relationship Managers and/or Relationship Managers.
• Ensure compliance readiness and monitor internal controls across accounts.
• Oversee trust document directives, note transfers, audit confirmations and foreign tax reporting.

Skills

Team leadership

Relationship management

Compliance knowledge

Process improvement

Education

Bachelor's degree or equivalent

Tools

Trust accounting systems

Job description

UMB Financial Corporation is seeking a Team Manager to guide a Corporate Trust Relationship Management team and collaborate with senior leaders to deliver superior customer service. You will set up trust accounts, ensure compliance, and drive process improvements across systems.

The role requires 7+ years of relevant experience and a Bachelor's degree or equivalent. Compensation ranges reflect location and experience, with a focus on accuracy and consistency in work product.