Trust & Escrow Liquidity Sales Specialist

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Role Summary:

Position reports to the Head of Liquidity Solutions and is responsible for originating, structuring, and expanding Trust & Escrow mandates across corporate, institutional, and structured finance clients. This individual partners closely with Relationship Managers (GCIB, JCB, Project Finance, and Corporate Banking), external Trust & Escrow service providers, Legal, Compliance, and Operations to deliver escrow, paying agent, collateral management, and fiduciary solutions that support complex transactions and long-term client relationships. 

The role is highly client-facing and revenue-driven, with accountability for new business origination, deposit growth, and cross-sell opportunities aligned with the Bank’s broader liquidity and treasury objectives.  

Primary Responsibilities 

Business Development & Origination 

• Originate new Trust & Escrow mandates including escrow services, collateral agency, paying agent, trustee, custody, and related fiduciary services 

• Drive referrals through proactive engagement with Coverage RMs across GCIB, JCB, Project Finance, and Specialty Finance 

• Identify Trust & Escrow opportunities tied to M&A, project finance, capital markets issuances, structured finance, and bilateral transactions 

• Own sales strategy for assigned client segments, including pipeline development, opportunity prioritization, and revenue forecasting 

Client Engagement & Advisory 

• Serve as a trusted advisor to clients on Trust & Escrow structures, risk mitigation, and lifecycle considerations 

• Participate in client meetings, pitch presentations, and deal structuring discussions 

• Coordinate responses to RFPs, term sheets, and transaction proposals 

• Translate client transaction needs into customized Trust & Escrow solutions that align with legal and operational requirements 

Deal Execution & Internal Coordination 

• Partner with external Trust & Escrow service providers, legal, compliance, credit, tax, and onboarding teams to ensure successful deal execution 

• Lead internal deal coordination from mandate award through closing and implementation 

• Ensure accurate pricing, documentation alignment, and adherence to internal approval processes 

• Support contract negotiation in partnership with Legal and Risk Management 

Revenue, Portfolio & Relationship Management 

• Deliver against individual and team revenue goals and associated deposit balances 

• Track deal profitability, client economics, and cross-sell outcomes 

• Support retention and expansion of existing Trust & Escrow relationships through proactive relationship reviews 

• Collaborate with other Liquidity Consultants to align escrow balances with broader liquidity and deposit strategies 

Risk, Controls & Governance 

• Ensure all Trust & Escrow sales activities comply with regulatory requirements, internal policies, and licensing constraints 

• Maintain awareness of fiduciary risk, operational risk, and reputational considerations 

• Participate in governance forums as required to support transparency, reporting, and control discipline 

Key Skills & Experience 

• 7+ years of experience in Trust & Escrow, Corporate Trust, Transaction Banking, or Institutional Sales 

• Strong understanding of escrow structures, agency services, and fiduciary roles within complex transactions 

• Proven track record of business origination and client relationship management 

• Experience working with structured finance, project finance, capital markets, or M&A transactions preferred 

• Ability to navigate multi-stakeholder environments with legal, compliance, operations, and front-office partners 

• Excellent communication, presentation, and negotiation skills 

Key Attributes for Success 

• Commercial mindset with disciplined execution 

• Strong deal management and prioritization skills 

• Comfort operating as a subject matter expert with senior clients and internal partners 

• High attention to detail combined with the ability to manage multiple transactions simultaneously 

• Collaborative approach aligned with a team-based coverage model 

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.