Corporate Trust Relationship Manager – III

This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

• Serve as the primary liaison for Corporate Trust clients.

• Offer intricate support to designated large trustee clients.

• Address complex administrative challenges and assist senior-level client personnel.

• Manage daily operations of existing institutional and corporate trust accounts.

• Invoice administrative fees.

• Oversee transaction closings.

• Manage cash and investment transactions.

• Provide calculations for debt service.

• Accurately and promptly set up issues on all systems.

• Prepare accounts for compliance evaluations.

• Examine legal documents and collaborate with the corporate legal team.

• Negotiate provisions within documents.

• Foster relationships and maintain ongoing engagement with clients.

• Work together with internal Corporate Trust teams to guarantee accounts are compliant and properly managed.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• Minimum of 7 years of relevant experience.

• Proven experience in supporting intricate corporate trust accounts and clients.

• Skill in reviewing transaction structures and legal documentation.

• Competence in ensuring appropriate operational mechanics.

• Ability to collaborate effectively with Corporate Trust teams.

• Proficiency in administering accounts accurately and in compliance.

🏝️ Benefits

• Paid Time Off.

• 401(k) matching program.

• Annual incentive pay.

• Paid holidays.

• Company-sponsored 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.