Client Relationship Manager III

Posted 6 Hours Ago
Be an Early Applicant
4 Locations
In-Office or Remote
140K-184K Annually
Senior level
Fintech • Software • Financial Services
The Role
Manage a book of Corporate Trust clients (CLOs and leveraged finance), oversee day-to-day operations and reporting, lead client service teams, support business development, mitigate operational risk, implement process improvements, meet revenue/new-business goals, and provide client-facing issue resolution and relationship management.
Summary Generated by Built In

Job Title:

Client Relationship Manager III

Location:

Bloomington

What you'll do:

As a Client Relationship Manager III you'll be responsible for managing significant client relationships and ensuring excellent client service and delivery to the client base. You'll drive product efficiency projects and may lead other business-related projects. You'll work closely with new business development staff, serving as a collaborative business partner when supporting new business conversations with existing or prospective clients.
  • You'll be assigned a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. You'll oversee the day to day operations and reporting delivery to those clients done with the client service associates assigned to your deals. You may have direct management responsibilities for the client service associates - ensuring you are providing feedback and working with the team leader to conduct annual reviews.
  • In conjunction with business development officers, you'll be responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Review and accept new client relationships based on business line account acceptance policies and procedures.
  • Provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients; build exceptional predictable levels of service; resolve problems quickly and effectively. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinate the development and implementation of operational changes within the unit. May be responsible for meeting specific revenue, new business, and expense goals. May manage staff, hire new staff, and/or train staff to successfully meet business objectives.
  • Review client reporting and work with clients and other interested parties on any issues or changes needed. Make sure clients are getting the required information at all times. Respond to all queries from interested parties.
  • Lead and develop a team; responsible for hiring, coaching, performance management, training and development.

What you'll need:

  • 8+ years of related experience in Corporate Trust or similar field.
  • Bachelor's degree or equivalent experience required.
  • Previous leadership experience required.
  • Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Advanced speaking and writing communication skills.
  • May require up to 25% travel.

Compensation: Salary range for new hires is generally $139,530.00 - $172,360.00 for Bloomington, MN. Salary range for new hires is generally $148,830.00 - $183,850.00 for Boston, MA. Salary range for new hires is generally $148,830.00 - $183,850.00 for Maryland. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488.  When contacting us, please provide your contact information and state the nature of your accessibility issue.  We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation

Skills Required

  • 8+ years of related experience in Corporate Trust or similar field.
  • Bachelor's degree or equivalent experience.
  • Previous leadership experience.
  • Advanced knowledge of general banking operations including deposit operations, loan administration, treasury management and commercial banking products.
  • Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Advanced speaking and writing communication skills.
  • Ability/willingness to travel up to 25%.

Western Alliance Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Western Alliance Bank and has not been reviewed or approved by Western Alliance Bank.

  • Strong & Reliable Incentives Feedback suggests annual bonuses are broadly available and can materially lift total compensation when business conditions are favorable. Participation spans many roles beyond executives.
  • Equity Value & Accessibility Equity grants are described as widely accessible to employees at multiple levels, adding long‑term value to the package. This breadth helps align employees with company performance.
  • Retirement Support The 401(k) program is positioned as a standout with an employer match structure viewed as stronger than common offerings. Automatic enrollment reinforces accessibility and participation.

Western Alliance Bank Insights

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The Company
HQ: Phoenix, Arizona
4,045 Employees

What We Do

Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.

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