Relationship Manager III – CLO

UMB Bank

Relationship Manager III providing highly complex support to large CLO clients. Managing operational activities and ensuring compliance within the specialty corporate trust team.

Posted 4/14/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorLead💰 $76,520 - $163,900 per yearWebsite

About the role

Key responsibilities & impact

Provide highly complex support to an assigned group of the largest clients with the most complex needs
Responsible for the management of day-to-day operational / client service activities
Monitor internal controls within the specialty corporate trust team focused on the CLO product
Work along senior management and technical staff to identify business solutions for improvements
Resolve complex administrative issues and provide client support
Servicing existing CLO accounts including billing, facilitating transactions, and compliance review
Recommend and submit new business for approval
Work with internal and external teams for document negotiation and compliance
Develop and lead trainings related to CLO products and services
Act as a subject matter expert for ongoing projects and system testing
Involved in leading the development and implementation of more efficient processes
Cross-training to learn other corporate trust roles and provide support as needed
Provide indirect management of junior associates

Requirements

What you’ll need

Bachelor's degree or equivalent work experience
7+ or more years relevant experience in the CLO industry
Advanced MS Excel skills (preferred)
Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC) (preferred)
Master’s Degree (preferred)

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

advanced MS Excelclient service managementoperational managementcompliance reviewdocument negotiationprocess improvementsystem testingtraining developmentbilling facilitationCLO product servicing

Soft Skills

problem resolutionclient supportcross-trainingleadershipcommunicationcollaborationsubject matter expertiseorganizational skillsindirect managementbusiness solution identification

Certifications

Certified Corporate Trust Specialist (CCTS)Corporate Trust Master Certification (CTMC)