Senior Corporate Trust Relationship Manager

UMB Financial Corporation; New York (NY); Hybrid; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Medical, dental, vision insurance

Tuition reimbursement

Fitness reimbursement

Job summary

UMB Financial Corporation, a leading provider of corporate trust and escrow services, seeks a Relationship Manager III to serve the largest trustee clients. You will manage day-to-day support, review complex transaction structures, and collaborate with internal teams to ensure compliance and client satisfaction.

The role requires a bachelor’s degree or equivalent experience and at least 7 years of relevant work. Competitive benefits and a robust compensation range are offered.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 7+ years of relevant experience.
• Strong analytical and client service skills.

Responsibilities

• Build relationships and continuously engage with customers to support and resolve routine and complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly.
• Provide day-to-day support to existing institutional/corporate trust accounts including billing for administrative fees, facilitating transaction closing, handling cash and investment transactions.

Skills

7+ years of relevant experience

Education

Bachelor's degree or equivalent

Job description

UMB Financial Corporation, a leading provider of corporate trust and escrow services, seeks a Relationship Manager III to serve the largest trustee clients. You will manage day-to-day support, review complex transaction structures, and collaborate with internal teams to ensure compliance and client satisfaction.

The role requires a bachelor’s degree or equivalent experience and at least 7 years of relevant work. Competitive benefits and a robust compensation range are offered.