Corporate Trust Team Manager

UMB Bank; Jackson (MS); Remote; USD 98,000 - 145,000; Full time

Job summary

UMB Bank invites a Senior Corporate Trust Associate Relationship Manager to lead a team and nurture major client relationships from a remote environment. You will oversee complex administrative duties, pricing, and coordination with legal/compliance while supporting the largest institutional clients.

The role requires strong relationship management, 5+ years in corporate trust or related area, and a proactive, self-directed approach. Remote-friendly with national scope.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five years relevant experience.
• Strong client relationship management.
• Excellent written and verbal communication.
• Experience in corporate trust operations.

Responsibilities

• Lead and direct a team of Corporate Trust Associate Relationship Managers.
• Handle all levels of CRM responsibilities and client relationships.
• Provide day-to-day support to institutional accounts including billing and fee administration.
• Coordinate bond closings, cash and investment transactions, and debt service calculations.
• Submit new business for approval by senior leadership in Corporate Trust.
• Price business based on account structure and existing data.
• Disseminate financial information to EMMA as required.
• Ensure accurate setup of issues on systems and compliance reviews.
• Review legal documents for operational mechanics and risk.
• Collaborate with corporate legal and compliance to negotiate provisions.
• Cross-train to support other Corporate Trust roles.

Skills

Relationship management

Networking

Client experience

Strategic thinking

Project management

Change leadership

Written and verbal communication

Banking knowledge

Self-directed

Education

Master's Degree

Bachelor's degree or equivalent work experience

CCTS Certified Corporate Trust Specialist

Tools

EMMA system

Billing systems

Compliance review tooling

Job description

Remote

MN-REMOTE

Full time

R-9665

Duties & Responsibilities

This role will lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers. This role will also be able to handle all levels of responsibilities that the CRM III, II and I perform in cultivating highly significant customer relationships.

• Resolve ALL administrative issues and provide support to any level client staff

• Provide guidance to junior staff

• Operate independently to service the largest clients and resolve the most complex issues

• Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating bond closing, handling cash and investment transactions, monitoring cash activities, providing debt service calculations, executing payment generation and follow-up

• Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust

• Price business based on account structure compared to existing business.

• Disseminates financial information to the EMMA system (as required)

• Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions

• Review legal documents to ensure operational mechanics are appropriate

• Work with corporate legal, compliance and outside legal counsel to negotiate document provisions

• Participate in cross-training to learn other Corporate Trust roles and provide support, as needed

• Other duties as assigned

Knowledge & Skills

MINIMUM :

• Demonstrates strong client relationship management skills

• Demonstrates successful networking skills and the ability to establish a network of strategic contacts

• Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processing

• Demonstrated strong strategic and critical thinking abilities

• Demonstrates ability to manage multiple projects and timelines

• Demonstrates the ability to drive change through business planning

• Demonstrates exceptional written and verbal communication skills with attention to detail

• Demonstrates general knowledge of banking products and services

• Demonstrates the ability to be self-directed

Requirements

PREFERRED :

• Master's Degree

• CCTS Certified Corporate Trust Specialist

Bachelor's degree or equivalent work experience

Five (5) years relevant experience

Work Environment:

Typical office environment

Supervision/Management:

Supervise a team of associates including hiring, coaching and development

This position was posted on 11/02/2026. 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.

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