Senior Corporate Trust Relationship Manager

Jobtailor; Houston (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

Jobtailor is seeking a senior Corporate Trust Relationship Manager to lead and grow strategic client relationships. You will partner with business development officers to identify opportunities, manage client value across the relationship lifecycle, and review new client relationships according to policy to ensure compliant, high-quality service aligned with client needs and expectations.

The role requires thorough knowledge of corporate trust instruments, account management, and trust

Qualifications

• Thorough knowledge of corporate trust and investment instruments
• Thorough knowledge of account management, trust operations, project management, and legal regulations
• Ability to develop new business
• Effective management skills including planning, budgeting, and people management
• Excellent communication skills (verbal and written)

Responsibilities

• Develop and maintain relationships with Corporate Trust clients alongside business development officers
• Manage the value of client relationships for the organization
• Review and accept new client relationships according to business line account acceptance policies and procedures
• Provide quality service aligned with client needs, wants, and expectations
• Resolve client problems quickly and effectively
• Collaborate with new business development staff on new business conversations with existing or prospective clients
• Identify business risks and operational challenges
• Mitigate risk and enhance operating systems and processes
• Coordinate development and implementation of operational changes within the unit
• Meet certain revenue, new business, and expense goals as applicable
• Manage staff, hire new staff, and/or train staff as needed

Job description

Jobtailor is seeking a senior Corporate Trust Relationship Manager to lead and grow strategic client relationships. You will partner with business development officers to identify opportunities, manage client value across the relationship lifecycle, and review new client relationships according to policy to ensure compliant, high-quality service aligned with client needs and expectations.

The role requires thorough knowledge of corporate trust instruments, account management, and trust