Manage a portfolio of Public Finance Corporate Trust clients requiring Trustee, Paying Agent ... Lead, coach, train, and develop client service associates and other team members. * Participate in ...
Manage a portfolio of Public Finance Corporate Trust clients requiring Trustee, Paying Agent ... Lead, coach, train, and develop client service associates and other team members. * Participate in ...
Contract Management Professional
Houston, TX · On-site +1
$85K - $113K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Legal, Compliance & Audit Job Schedule: Full time Remote: No The Opportunity At Hitachi Energy, we ... Maintain accurate contractual records and documentation. * Collaborate with supply chain teams on ...
Contract Management Professional
Houston, TX · On-site +1
$85K - $113K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Legal, Compliance & Audit Job Schedule: Full time Remote: No The Opportunity At Hitachi Energy, we ... Maintain accurate contractual records and documentation. * Collaborate with supply chain teams on ...
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Houston, TX · On-site +1
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Candidates who are not within commuting distance of a Crowe office may be considered for a remote ... You will have the chance to meet on a consistent basis with your Career Coach that will guide you ...
Tax Manager, Financial Services
Houston, TX · On-site +1
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Candidates who are not within commuting distance of a Crowe office may be considered for a remote ... You will have the chance to meet on a consistent basis with your Career Coach that will guide you ...
Entry Level Sales Representative
Houston, TX · On-site +1
$3.0K - $5.0K/wk
Meron Financial Agency is expanding in the Houston market and actively hiring agents who want to ... insurance carriers Remote flexibility / In Office training Clear path to leadership and team ...
Entry Level Sales Representative
Houston, TX · On-site +1
$3.0K - $5.0K/wk
Meron Financial Agency is expanding in the Houston market and actively hiring agents who want to ... insurance carriers Remote flexibility / In Office training Clear path to leadership and team ...
Entry Level Sales Representative
Houston, TX · On-site +1
$3.0K - $5.0K/wk
Meron Financial Agency is expanding in the Houston market and actively hiring agents who want to ... insurance carriers Remote flexibility / In Office training Clear path to leadership and team ...
Entry Level Sales Representative
Houston, TX · On-site +1
$3.0K - $5.0K/wk
Meron Financial Agency is expanding in the Houston market and actively hiring agents who want to ... insurance carriers Remote flexibility / In Office training Clear path to leadership and team ...
Commercial Transportation Claims Processor
Spring, TX · Remote
$15.25 - $19.25/hr
Remote (Must live within 30 mins of Spring, TX) Job Type: Full-Time, Direct Hire Salary Range: 70 ... Your expertise ensures financial loss mitigation while maintaining strong relationships with our ...
New
Quick apply
Commercial Transportation Claims Processor
Spring, TX · Remote
$15.25 - $19.25/hr
Remote (Must live within 30 mins of Spring, TX) Job Type: Full-Time, Direct Hire Salary Range: 70 ... Your expertise ensures financial loss mitigation while maintaining strong relationships with our ...
New
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Houston, TX · On-site +1
$85K - $113K/yr
This position is available for fully remote work within the contiguous United Sates. POSITION ... Maintains contractual records and documentation such as receipt and control of all contract ...
Nuclear Contract Manager 3
Houston, TX · On-site +1
$85K - $113K/yr
This position is available for fully remote work within the contiguous United Sates. POSITION ... Maintains contractual records and documentation such as receipt and control of all contract ...
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Houston, TX · On-site +1
$127K - $269K/yr
Candidates who are not within commuting distance of a Crowe office may be considered for a remote ... You will have the chance to meet on a consistent basis with your Career Coach that will guide you ...
Senior Tax Manager, Financial Services
Houston, TX · On-site +1
$127K - $269K/yr
Candidates who are not within commuting distance of a Crowe office may be considered for a remote ... You will have the chance to meet on a consistent basis with your Career Coach that will guide you ...
Nuclear Contract Manager 3
Houston, TX · On-site +1
$85K - $113K/yr
This position is available for fully remote work within the contiguous United Sates. POSITION ... Maintains contractual records and documentation such as receipt and control of all contract ...
Quick apply
Nuclear Contract Manager 3
Houston, TX · On-site +1
$85K - $113K/yr
This position is available for fully remote work within the contiguous United Sates. POSITION ... Maintains contractual records and documentation such as receipt and control of all contract ...
Nuclear Contract Manager 3
Houston, TX · On-site +1
$85K - $113K/yr
This position is available for fully remote work within the contiguous United Sates. POSITION ... Maintains contractual records and documentation such as receipt and control of all contract ...
Nuclear Contract Manager 3
Houston, TX · On-site +1
$85K - $113K/yr
This position is available for fully remote work within the contiguous United Sates. POSITION ... Maintains contractual records and documentation such as receipt and control of all contract ...
Nuclear Contract Manager 3
Houston, TX · On-site +1
$85K - $113K/yr
This position is available for fully remote work within the contiguous United Sates. POSITION ... Maintains contractual records and documentation such as receipt and control of all contract ...
Nuclear Contract Manager 3
Houston, TX · On-site +1
$85K - $113K/yr
This position is available for fully remote work within the contiguous United Sates. POSITION ... Maintains contractual records and documentation such as receipt and control of all contract ...
Life Insurance Agent
The Woodlands, TX · Remote
$10K - $15K/mo
Life
Meron Financial Agency is expanding in the Houston market and actively hiring agents who want to ... Remote flexibility Clear path to leadership and team building Who This Is For You want to earn more ...
Quick apply
Life Insurance Agent
The Woodlands, TX · Remote
$10K - $15K/mo
Life
Meron Financial Agency is expanding in the Houston market and actively hiring agents who want to ... Remote flexibility Clear path to leadership and team building Who This Is For You want to earn more ...
Entry Level Sales(80k - 150k) - (In House Leads, Fully Remote)
Houston, TX · Remote
$5.0K - $8.0K/wk
Medical
Life
SIL Advisor LLC At SIL Advisor LLC, we specialize in providing comprehensive financial consulting ... Participate in personal development and growth with our training, coaching, and team dynamics What ...
Quick apply
Entry Level Sales(80k - 150k) - (In House Leads, Fully Remote)
Houston, TX · Remote
$5.0K - $8.0K/wk
Medical
Life
SIL Advisor LLC At SIL Advisor LLC, we specialize in providing comprehensive financial consulting ... Participate in personal development and growth with our training, coaching, and team dynamics What ...
Entry Level Sales(80k - 150k) - (In House Leads, Fully Remote)
Houston, TX · Remote
$5.0K - $8.0K/wk
Medical
Life
SIL Advisor LLC At SIL Advisor LLC, we specialize in providing comprehensive financial consulting ... Participate in personal development and growth with our training, coaching, and team dynamics What ...
Quick apply
Entry Level Sales(80k - 150k) - (In House Leads, Fully Remote)
Houston, TX · Remote
$5.0K - $8.0K/wk
Medical
Life
SIL Advisor LLC At SIL Advisor LLC, we specialize in providing comprehensive financial consulting ... Participate in personal development and growth with our training, coaching, and team dynamics What ...
Coach and develop people in the region, imparting your IROC domain expertise to build a local team ... Bachelor's degree in Engineering, Finance or Business, or an equivalent combination of education ...
Coach and develop people in the region, imparting your IROC domain expertise to build a local team ... Bachelor's degree in Engineering, Finance or Business, or an equivalent combination of education ...
Coach and develop people in the region, imparting your IROC domain expertise to build a local team ... Bachelor's degree in Engineering, Finance or Business, or an equivalent combination of education ...
Coach and develop people in the region, imparting your IROC domain expertise to build a local team ... Bachelor's degree in Engineering, Finance or Business, or an equivalent combination of education ...
Life Insurance Agent- Remote
Houston, TX · On-site +1
You have experience in sales, real estate, finance, customer service, or another client-facing role ... You are coachable and willing to follow a proven system even if it is new to you * You are ready to ...
Life Insurance Agent- Remote
Houston, TX · On-site +1
You have experience in sales, real estate, finance, customer service, or another client-facing role ... You are coachable and willing to follow a proven system even if it is new to you * You are ready to ...
Life Insurance Agent- Remote
Houston, TX · On-site +1
You have experience in sales, real estate, finance, customer service, or another client-facing role ... You are coachable and willing to follow a proven system even if it is new to you * You are ready to ...
Life Insurance Agent- Remote
Houston, TX · On-site +1
You have experience in sales, real estate, finance, customer service, or another client-facing role ... You are coachable and willing to follow a proven system even if it is new to you * You are ready to ...
Be Seen First
Entry Level Insurance Sales Representative - Remote
Houston, TX · Remote
$65K - $85K/yr
Driven to Change Their Financial Situation * Self Motivated * Hard Working * Coachable-Very Important * Team Player/Leader * Willing To Plug Into Our Training Program And System * Bi-Lingual is a ...
Quick apply
Be Seen First
Entry Level Insurance Sales Representative - Remote
Houston, TX · Remote
$65K - $85K/yr
Driven to Change Their Financial Situation * Self Motivated * Hard Working * Coachable-Very Important * Team Player/Leader * Willing To Plug Into Our Training Program And System * Bi-Lingual is a ...
Coach and develop people in the region, imparting your IROC domain expertise to build a local team ... Bachelor's degree in Engineering, Finance or Business, or an equivalent combination of education ...
Coach and develop people in the region, imparting your IROC domain expertise to build a local team ... Bachelor's degree in Engineering, Finance or Business, or an equivalent combination of education ...
Contractual Remote Financial Coach information
See Spring, TX salary details
$4.71 - $6.65
0% of jobs
$6.65 - $8.60
0% of jobs
$8.60 - $10.54
0% of jobs
$10.54 - $12.49
0% of jobs
$12.49 - $14.43
0% of jobs
$14.43 - $16.37
22% of jobs
$16.79 is the 25th percentile. Wages below this are outliers.
$16.37 - $18.32
15% of jobs
The median wage is $19.52 / hr.
$18.32 - $20.26
22% of jobs
$20.26 - $22.21
10% of jobs
$22.94 is the 75th percentile. Wages above this are outliers.
$22.21 - $24.15
17% of jobs
$24.15 - $26.10
15% of jobs
$4
$20
$26
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For Contractual Remote Financial Coach jobs in Spring, TX, the most frequently searched job titles are:
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Full-time, Contractor
Re-posted 2 days ago
Job description
Agility 360 is seeking a Municipal Corporate Trust Relationship Manager III to manage a portfolio of Public Finance Corporate Trust clients while ensuring exceptional client service, operational excellence, compliance oversight, and relationship growth. This role serves as a key liaison between clients, business development officers, and internal teams, overseeing trustee, paying agent, escrow, custodial safekeeping, and other corporate trust services. The ideal candidate will combine strong relationship management, leadership, banking operations, and regulatory expertise to drive client satisfaction, operational efficiency, and business growth.
ESSENTIAL JOB FUNCTIONS
- Manage a portfolio of Public Finance Corporate Trust clients requiring Trustee, Paying Agent, Escrow, custodial safekeeping, and related corporate trust services.
- Oversee day-to-day client operations, service delivery, and reporting in partnership with client service associates.
- Monitor and respond to client inquiries while ensuring timely resolution of service-related issues.
- Coordinate debt service bond payments and ensure accurate execution of trustee and paying agent responsibilities.
- Monitor portfolio compliance requirements and identify, escalate, and resolve non-routine operational issues.
- Develop and maintain strong relationships with Public Finance Corporate Trust clients and key stakeholders.
- Partner with Business Development Officers to support client retention, relationship expansion, and new business opportunities.
- Review and approve new client relationships in accordance with account acceptance policies and procedures.
- Build and maintain relationships with external intermediaries that support the Public Finance business.
- Ensure clients receive accurate, timely, and required reporting and communication.
- Respond to inquiries from clients, bondholders, attorneys, trustees, and other interested parties.
- Identify operational challenges, business risks, and process improvement opportunities; implement solutions to enhance efficiency and controls.
- Coordinate operational changes and process enhancements within the business unit.
- Support achievement of revenue, new business, and expense management goals.
- Lead, coach, train, and develop client service associates and other team members.
- Participate in hiring, performance management, employee development, and annual review processes.
- Drive product efficiency initiatives and lead business-related projects as needed.
EDUCATION / EXPERIENCE REQUIREMENTS
- Bachelor's degree or equivalent combination of education and experience required.
- Minimum of 8 years of experience in Corporate Trust, Public Finance, banking, or a related financial services field.
- Public Finance and Tender Option Bond (TOB) experience is a must
- Previous leadership, supervisory, or team management experience required.
- Advanced knowledge of Corporate Trust products and services, including Trustee, Paying Agent, Escrow, and custodial services.
- Advanced knowledge of banking operations, including deposit operations, loan administration, treasury management, and commercial banking products.
- Strong understanding of applicable regulatory requirements, legal compliance obligations, industry standards, and best practices.
- Excellent verbal and written communication, client relationship management, and problem-solving skills.
- Proven ability to manage complex client relationships and operational processes.
ADDITIONAL DETAILS
- Location: Remote
- Salary: Commensurate with experience.
- Travel: Up to 25% travel may be required.
- Industry: Banking / Corporate Trust / Public Finance / TOB
- Employment Type: Contract to hire
About Agility 360
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Dallas, TX, US
Year founded
2014