Archived listing. The details below describe a past opening.
We are looking for an experienced leader to oversee a client management function supporting CLO portfolios. This contract opportunity with potential for a permanent role is ideal for someone who combines team leadership, structured finance expertise, and a strong commitment to client service and operational excellence. The person in this role will guide day-to-day portfolio support, address complex trustee and administration matters, and help strengthen service delivery, compliance, and business performance.
Responsibilities:
- Provide direction and coaching to a client management team responsible for supporting CLO-related client portfolios and maintaining high service standards.
- Act as the senior point of contact for escalated issues involving trust administration, portfolio activity, and other complex client matters.
- Promote strong client outcomes by improving service quality, supporting revenue objectives, and reinforcing efficient operational practices.
- Oversee team capacity planning, work distribution, and portfolio assignments to align resources with business needs and transaction volume.
- Establish and monitor performance expectations, training plans, and development goals to build a capable and accountable team.
- Review deal flow and pipeline activity to ensure timely execution, appropriate coverage, and consistent client support.
- Analyze and apply structured finance documentation, including indentures, credit agreements, and custodial agreements, to support accurate administration and decision-making.
- Partner with internal stakeholders to maintain adherence to regulatory requirements, risk controls, and corporate trust procedure
- 7+ years of relevant experience, including substantial exposure to CLOs, secured loans, or related structured credit products.
- 8+ years of experience in CLO-focused work or a closely related area of corporate trust or structured finance.
- 3+ years of people management experience with a track record of leading, developing, and evaluating team performance.
- Strong working knowledge of trust administration, fixed-income products, broadly syndicated loans, and corporate trust operations.
- Ability to interpret and work from transaction documents such as indentures, credit agreements, and custodial agreements.
- Bachelor's degree or equivalent combination of education and relevant experience.
- Demonstrated project management skills with the ability to balance client needs, operational priorities, and compliance expectations.