Client Services Specialist Team Lead - Project Finance Agency

Position Overview

Job Title Client Services Specialist Team Lead – Project Finance Agency

Corporate Title Director

Location New York, NY

Overview

As Team Lead, you will oversee and develop a team of Client Services Specialists responsible for delivering agency services across a diverse portfolio of project finance and structured finance transactions, primarily within the power and infrastructure sectors.

You will be responsible for managing a portfolio of complex domestic and international transactions, driving operational excellence, and contribute to client relationship development and business growth. The role requires close collaboration with internal partners and external stakeholders to support the full lifecycle of transactions and deliver best-in-class agency services.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

• Educational resources, matching gift, and volunteer programs

What You’ll Do

Team Leadership & Client Management

• Lead and develop a geographically diverse team of Client Services Specialists (NY, FL, CA)
• Provide coaching, performance oversight, and drive consistent execution
• Support client acquisition and retention through strong service delivery and relationship management
• Identify and pursue opportunities to support business growth and new mandates

Client Service & Transaction Management

• Oversee a portfolio of complex project finance transactions for global clients
• Ensure accurate execution of agency roles (account bank, collateral agent, administrative agent, trustee, intercreditor agent)
• Oversee flow of funds activities, including payments (Fedwire, SWIFT, ACH), drawdowns, and cash flow waterfall mechanics
• Monitor borrower compliance with financing agreements and oversee amendments, waivers, and consents

Stakeholder Management & Oversight

• Act as a primary escalation point for clients, lenders, external counsel, and internal teams
• Lead deal closings in partnership with Transaction Management, and manage complex issues ensuring clear communication across stakeholders
• Promote a strong control environment focused on risk management and adherence to policies
• Support governance initiatives and technology enhancements projects

Skills You’ll Need

• Bachelor’s degree in Business, Finance, or a related field
• Extensive experience in Project Finance, Structured Finance, or Corporate Trust
• Strong knowledge of syndicated loan structures, collateral/security trustee services, and administrative agent responsibilities
• Proven experience managing trust accounts and related operational processes
• Ability to interpret complex legal documentation and apply it in an operational context

Skills That Will Help You Excel

• Demonstrated leadership and team management experience
• Strong interpersonal and communication skills, with the ability to engage senior stakeholders
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• High attention to detail combined with a strategic, big-picture mindset

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York is $170,000 -$275,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .