Overview
This role leads and provides guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers. It also performs responsibilities aligned with CRM III, II, and I roles, including cultivating highly significant customer relationships.
Responsibilities
- Lead and direct an assigned team of Corporate Trust Associate Relationship Managers, providing coaching and support
- Resolve administrative issues and support client staff at all levels
- Provide guidance to junior staff
- Operate independently to service the largest clients and resolve the most complex issues
- Provide day-to-day support to existing institutional/corporate trust accounts, including:
- Billing for administrative fees and 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
- Disseminate financial information to the EMMA system (as required)
- Ensure accurate and timely setup of issues on all systems; prepare accounts for compliance review and respond 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
Requirements
- Bachelor’s degree or equivalent work experience
- Five (5) years relevant experience
Preferred Qualifications
- Master’s Degree
- CCTS Certified Corporate Trust Specialist
Work Environment
- Typical office environment
Supervision/Management
- Supervise a team of associates, including hiring, coaching, and development
Compensation & Benefits
- Compensation Range: $98,208 - $144,705
- Benefits (eligible associates may include):
- Paid Time Off; paid holidays
- 401(k) matching program
- Annual incentive pay
- Comprehensive company-sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance; employee assistance program
- Fitness reimbursement; tuition reimbursement
- Associate wellbeing program; associate emergency fund
- Various associate banking benefits
- Benefit offerings and eligibility requirements vary
Posting Details
- Position posted on 11/02/2026
- Application deadline: 45 days from the posting date unless filled earlier