Relationship Manager III - CLO
Not Disclosed•Full-TimeOn-site
location_onCarlos Gilbert Elementary School, 300, Griffin Street, Santa Fe, Santa Fe County, New Mexico, 87501, United States
About the Team
UMB is more than a company; we are advisors, consultants, problem solvers, and community members dedicated to helping you make the best of every moment with a financial foundation that supports your success. Our specialty corporate trust team focuses on the CLO (Collateralized Loan Obligation) product, serving as a hub for complex operational excellence and strategic client partnership.
We believe our people are more than a means to an end. At UMB, you are valued for exactly who you are, encouraged to support causes you care about, and empowered to have multiple careers within the organization. We expect more than the status quo: more heart, more trust, and more opportunities for our associates to do the right thing and be heard.
About the Role
This position serves as a critical partner to our largest clients, providing highly complex support to those with the most demanding needs. You will operate independently to manage day-to-day operational and client service activities within the CLO product line, ensuring the highest standards of accuracy and compliance.
In this role, you will not only resolve the most complex administrative issues but also work alongside senior management and technical staff to identify business solutions that improve processes, policies, and systems. You will act as a subject matter expert, leading the development of efficient workflows, participating in system testing, and developing training related to CLO products and services. Your work will directly impact the client experience by facilitating transaction closings, managing cash and investment transactions, and providing strategic feedback to sales teams on pricing and new business opportunities.
Hiring Process
If you are ready to be part of something more, we invite you to apply. UMB is committed to inclusion and diversity, providing employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status.
If you require accommodation for any part of the employment process due to a disability, please email talentacquisition@umb.com to let us know the nature of your request. California residents can review our Privacy Notice for California Job Candidates to understand how we collect and use personal information during the application process.
Our Culture
At UMB, we offer a competitive benefits package including paid time off, a 401(k) matching program, annual incentive pay, and comprehensive health coverage. We foster an environment where you can expect more trust and more opportunities to grow. Join a team where your voice is heard and your contributions to the community are valued.
Work location
Work model: On-site
Carlos Gilbert Elementary School, 300, Griffin Street, Santa Fe, Santa Fe County, New Mexico, 87501, United States
Santa Fe, New Mexico
Key Responsibilities
- check_circleManage day-to-day operational and client service activities for complex CLO accounts
- check_circleResolve complex administrative issues and provide support to senior client staff
- check_circleIdentify business solutions to improve processes, policies, and systems
- check_circleCollaborate with legal and compliance teams to negotiate document provisions
- check_circleReview legal documents to ensure operational mechanics are appropriate and compliant
- check_circleDevelop and lead training sessions related to CLO products and services
- check_circleProvide indirect management and guidance to junior associates
- check_circleExecute billing, transaction closing, cash processing, and payment generation for CLO products
Requirements
- verifiedBachelor's degree or equivalent work experience
- verified7+ years relevant experience in the CLO industry
- verifiedCertified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC) preferred
- verifiedMaster's Degree preferred
- verifiedAdvanced MS Excel skills preferred
Nice to Have
Advanced MS Excel skills. Fundamental understanding of credit products and markets. Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC). Master's Degree.
Benefits & Perks
check_circlePaid Time Off and paid holidayscheck_circle401(k) matching programcheck_circleAnnual incentive paycheck_circleComprehensive medical, dental, vision, and other insurance coverageHealth savings, flexible spending, and dependent care accounts
