Corporate Trust Relationship Manager III
Listed on 2026-07-13
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Finance & Banking
Corporate Finance
UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. The team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax‑exempt debt and also offers escrow‑related and custodial services to corporations, not‑for‑profits, partnerships, and other business entities and individuals.
The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver an unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex administrative issues and providing support to senior‑level client staff.
Responsibilities include day‑to‑day support to existing institutional/corporate trust accounts including billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt‑service calculations, accurate and timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partnering with corporate legal teams to ensure operational mechanics are appropriate and negotiating document provisions.
- Build relationships and continuously engage with customers to provide support and resolve both routine and complex requests.
- Review transaction structures and legal documents to ensure operational mechanics are appropriate.
- Collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.
- Bachelor's degree or equivalent work experience.
- At least 7 years of relevant experience.
- US Employees in California, Washington DC, New Jersey, and New York: $83,810 - $131,550
- US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $76,520 - $120,210
- US Employees in all other states not listed above: $69,230 - $109,120
- 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
- Benefit offerings and eligibility requirements vary.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.
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