GCM Relationship Manager II
1 month ago
Are you a seasoned and client-focused GCM Relationship Manager looking for an exciting new opportunity? Join our client’s team and be part of a dynamic environment where your expertise and relationship-building skills will shine. They are seeking a talented individual to oversee and nurture client relationships within their Global Capital Markets division. As a GCM Relationship Manager with them, you will play a pivotal role in managing key client accounts, understanding their unique needs, and delivering tailored solutions. Your ability to cultivate long-lasting relationships and drive business growth will be instrumental in their success. If you have a proven track record in relationship management within the financial services industry, possess strong communication and negotiation skills, and thrive in a collaborative setting, we encourage you to apply. Apply now to leverage your skills and experience in a rewarding role with ample opportunities for professional development and advancement. Role & Responsibility:Tasks That Will Lead To Your Success
- Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines
- Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts
- Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required
- Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
- Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
- Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
- Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
- Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships.
- Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure.
- Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.
- Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
- Assist management with the development and operation of business products and processes.
- May supervise and/or mentor less experience associates.
- Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
- Promote an environment that supports diversity and reflects the brand.
- Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
- Experience working in the Corporate Trust and Agency industry, particularly in transaction management or account administration disciplines.
- Ability to review, understand and analyze complex legal contracts.
- Strong written and verbal communication skills.
- Acute attention to detail.
- Strong critical and independent thinking.
- Highly analytical, organized, and efficient.
- Ability to learn quickly and apply acquired knowledge rapidly.
- Task oriented with ability to prioritize appropriately to achieve project goals.
- Strong computer skills and familiarity with Microsoft software such as Outlook,
- Teams, Excel, Word, Adobe, etc. Familiarity with industry software applications such as ACS Web, Transtar, etc. a plus.
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