Remote Corporate Trust Relationship Manager – Public Finance

Agility360; Houston (TX); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Remote work

Up to 25% travel

Contract-to-hire

Job summary

Agility 360 is seeking a Municipal Corporate Trust Relationship Manager III to lead a portfolio of Public Finance Corporate Trust clients, overseeing trustee, paying agent, escrow, and custodial safekeeping services. You will coordinate with internal teams and clients to ensure accurate reporting and compliant operations.

The role requires strong leadership, deep regulatory knowledge, and a track record of relationship growth, with travel up to 25% and the potential for contract-to-hire,

Qualifications

• Bachelor's degree or equivalent required.
• Minimum 8 years of experience in Corporate Trust, public finance, banking, or related financial services field.
• Public Finance and TOB experience is required.
• Advanced knowledge of Corporate Trust products and services.

Responsibilities

• Manage a portfolio of Public Finance Corporate Trust clients requiring Trustee, Paying Agent, Escrow, custodial safekeeping, and related services.
• Oversee day-to-day client operations, service delivery, and reporting in partnership with client service associates.
• Monitor and respond to client inquiries with timely resolution of issues.
• Coordinate debt service bond payments and ensure accurate execution of trustee and paying agent responsibilities.
• Monitor portfolio compliance requirements and resolve non-routine operational issues.
• Develop and maintain relationships with Public Finance Corporate Trust clients and stakeholders.
• Partner with Business Development Officers to support client retention and expansion.
• Review and approve new client relationships per policies.

Skills

Relationship management

Leadership

Regulatory compliance

Client service

Communication

Problem-solving

Education

Bachelor's degree or equivalent

8+ years in Corporate Trust/Public Finance

Job description

Agility 360 is seeking a Municipal Corporate Trust Relationship Manager III to lead a portfolio of Public Finance Corporate Trust clients, overseeing trustee, paying agent, escrow, and custodial safekeeping services. You will coordinate with internal teams and clients to ensure accurate reporting and compliant operations.

The role requires strong leadership, deep regulatory knowledge, and a track record of relationship growth, with travel up to 25% and the potential for contract-to-hire,