Relationship Manager III – CLO

This is a fully remote position, open to applicants in Texas.

📋 Description

• Deliver intricate support to a designated group of large, multifaceted clients.

• Oversee daily operational and client service functions.

• Supervise internal controls within the specialized corporate trust team focusing on CLO products.

• Collaborate with senior management and technical personnel to pinpoint enhancements in business processes, policies, and systems.

• Address complex administrative challenges and assist senior client personnel.

• Independently manage large clients and resolve intricate issues.

• Support current CLO accounts, encompassing billing, fee suggestions, transaction finalizations, cash and investment dealings, compliance oversight, debt service calculations, payment generation, and follow-up.

• Establish or assign issues in systems, prepare accounts for compliance evaluation, and address compliance discrepancies.

• Propose and submit new business for approval.

• Provide feedback to sales teams for accurate pricing of new business opportunities.

• Investigate marketing possibilities and new CLO products and services with management.

• Review legal documents for suitable operational mechanics.

• Negotiate document terms with internal legal, external legal, and compliance teams.

• Ensure cash processing and procedures align with newly onboarded products.

• Design and lead training for CLO products and services.

• Act as a subject matter expert on projects and system testing.

• Spearhead the development and implementation of more efficient processes.

• Engage in cross-training for other specialized corporate trust roles.

• Offer indirect management of junior associates.

• Execute other assigned duties.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Over 7 years of relevant experience in the CLO sector.

• Profound knowledge of corporate bank loans.

• Familiarity with bank debt structures, including CLOs, Interval Funds, ABLs, and Private Debt.

• Comprehensive understanding of the entire trade cycle, including settlements, closings, loan administration, and loan agency.

• Strong client relationship management abilities.

• Capability to deliver positive client experiences through associate engagement, technology, workflows, and processing.

• Proficient in managing multiple projects and timelines.

• Excellent written and verbal communication skills with a keen attention to detail.

• Robust operational knowledge of general corporate trust processes and procedures.

• Strong leadership capabilities.

• Effective networking skills and the ability to establish strategic contacts.

• Ability to drive change through business planning.

• Self-directed and proactive.

• Advanced proficiency in MS Excel.

• Basic understanding of credit products and markets.

• Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC) is preferred.

• Master's Degree is preferred.

🏝️ Benefits

• Paid Time Off.

• 401(k) matching program.

• Annual incentive pay.

• Paid holidays.

• Company-sponsored medical, dental, vision, and other insurance coverage.

• Health savings accounts.

• Flexible spending accounts.

• Dependent care accounts.

• Adoption assistance.

• Employee assistance program.

• Fitness reimbursement.

• Tuition reimbursement.

• Associate wellbeing program.

• Associate emergency fund.

• Associate banking benefits.

• Potential for minimal travel.