Client Services Specialist Team Lead – Project Finance Agency

Deutsche Bank • New York, NY

3d • $170,000 - $275,500 • Hybrid

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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
• 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
• 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

Benefits

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Director