Client Management Team Lead

Description

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

Requirements • 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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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