Transaction Management Associate Director

1 month ago

Reston, United States Disability Solutions Full time
Job Title:
Transaction Management Associate Director

Location:
Tysons

What you'll do:
The Transaction Management Associate Director will be responsible for leading and strategic direction of the Transaction Management Group within the Western Alliance Trust Company. The candidate will represent the trust company in document negotiation with all deal parties. In addition, the candidate will be responsible for overseeing the team who completes the account onboarding, including but not limited to setting up accounts in our trust accounting system, process KYC, setup tax data. The Transaction Management Associate Director will interact directly with the WAL Legal Group on all matters regarding legal issues, document standards and interactions between internal and external legal parties. The Transaction Management Associate Director will actively interact with clients to build relationships and ensure clients have a positive view of the trust company as it relates to account onboarding/deal negotiation.

What we are looking for:
  • Lead a team of transaction managers and analysts within the Transaction Management Group.
  • Build relationships with clients and other deal parties.
  • Ensure governing documents adhere to the document standards. Consult with internal and external legal as needed to resolve any issues or revise document standards.
  • Act as the point of escalation for any deal onboarding issues.
  • Ensure the Transaction Management team fulfills their deal onboarding responsibilities in a timely manner. Confirm the team is very responsive to all deal parties.
  • Ensure the Transaction Management Group is following all trust company and bank procedures and policies.
  • Lead or delegate weekly deal status update meetings for all upcoming deal closings
  • When applicable convene the Business Acceptance Committee to present deals that require committee approval.
  • Interact with CT Operations and Client Service Teams to ensure new deals are able to be supported operationally.
  • Work with the FCC team to streamline the KYC process and stay abreast of any changes to the KYC process.
  • Stay current on industry developments including regulatory changes, new business trends, etc.
  • Testing of the account opening process and procedures for sufficiency
  • Perform steps to open accounts including KYC onboarding, EDD if needed, and GWES setup.
  • Setup of ticklers based on deal level governing documents as well as CT policies.
  • Review and update procedures applicable to the Transaction Management Group
  • Support on Tax for clients
  • May have direct reports


Qualifications
  • College graduate degree preferred, 10 years of direct, related or similar work experience
  • Ability to speak, listen, see (with or without correction)
  • Strong speaking and writing skills for internal and external audiences (ex: sales, business development or leadership)
  • Proficient in multi-tasking in a team-oriented environment and focused on the highest standards of client service.
  • Ability to use a variety of computer related equipment
  • Ability to read legal documents or instruments, engage in detailed work, problem solving, reasoning, math, language, presentations, verbal communication, written communication, analytical reasoning, stress, training others, multiple concurrent tasks and constant interruptions


Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career

About the company:

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation

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