Collateralized Loan Obligation (CLO) Client Management Lead

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About the role

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description CLO Client Management Team Lead   Job Description Responsible for the leadership and overall management of a Trust unit or units within the organization to meet unit and divisional objectives. In addition to managing operations, processes, and compliance issues, incumbent manages a group or groups with sales accountabilities and an external focus.                                                   Essential Responsibilities:                                                                                               • Instrumental in the profitability and growth of CLO organization by maintain service levels on current clientele via Client Oriented Relationship Excellence (C.O.R.E.) • Serve as an expert resource for complex problem solving related to CLO administration and client escalation issues. Deep knowledge of the CLO industry and trustee business, U.S. Bank processes and systems. (SWP, CTAO, CDOs, Arcaria) • Manage a Client Management team by driving increased business and revenue, controlling costs, and reducing expenses.   • Provide strategic direction and leadership to pursue objectives of unit(s) including process standardization and efficiencies. Manages team to maintain compliance with key performance metrics. • Manage direct and in direct reports by portfolio/deal load balancing, staffing, hiring, training.   Actively managing portfolio pipeline via Salesforce.                                             • Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. • Actively participates in any required corporate and business line training in these areas.  Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. • Actively works with customers to understand each customer's normal account activity, as appropriate for this position.    Accountabilities:                                                                                                            • Decisions are made in conjunction with major corporation programs, plans or strategies.  Independent action is normally required although other division or senior managers are usually consulted before final action is taken.                                                                                             • Probable errors would have a material effect on major functions of the corporation.                                                                                                                                   Basic Qualifications: • Bachelor's degree or equivalent combination of education and experience. • 8+ years of CLO experience                                                                                                         • 3+ years of management experience   • Minimum 7 years of experience in trust administration, fixed income investments, or broadly syndicated loans                                                                                                                          Preferred Skills/Experience : • Stro

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