Relationship Manager III
6 days ago
We are seeking a highly skilled and experienced Relationship Manager III to join our team at Wilmington Trust. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients, building strong relationships, and driving business growth.
Key Responsibilities- Act as a single point of contact for key client relationships, providing timely and effective communication and issue resolution.
- Collaborate with operations and analytics teams to meet client objectives and deliverables, ensuring seamless execution and high-quality results.
- Work closely with Business Development/Sales to secure new client mandates, leveraging your expertise and industry knowledge to drive business growth.
- Interpret and apply complex financial regulations, including CLO indentures, credit agreements, and structured finance documentation.
- Manage client onboarding, including account opening, KYC procedures, and documentation review, ensuring compliance with regulatory requirements.
- Calculate and verify compliance testing and waterfall calculations, ensuring accuracy and attention to detail.
- Perform and interpret hypothetical trade testing, providing insightful analysis and recommendations.
- Conduct monthly and quarterly reconciliations for required reporting, including CLOs, SMAs, and Borrowing Base Facilities.
- Liaise with auditors, underwriters, CLO managers, investors, private debt managers, and other stakeholders, ensuring effective communication and issue resolution.
- Develop and maintain in-depth knowledge of loan products, including Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, and Business Development Companies.
- Stay up-to-date with industry trends, regulatory changes, and best practices, applying this knowledge to drive business growth and improve client outcomes.
- Combined minimum of 5 years higher education and/or work experience in a related field.
- Advanced Microsoft Office skills, with expertise in Excel, Word, and PowerPoint.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and regulations.
- Excellent written and verbal communication skills, with the ability to effectively communicate with clients, stakeholders, and internal teams.
- Ability to thrive in a fast-paced, entrepreneurial environment, with a strong focus on teamwork and collaboration.
- Bachelor's degree in Finance, Business, Economics, or Accounting, with a minimum of 5 years' relevant work experience in a related field.
- Exceptional organizational skills, with attention to detail and ability to prioritize tasks effectively.
- Excellent interpersonal and analytical skills, with a strong balance of qualitative and quantitative skills.
- Demonstrated ability to work as part of a team, as well as contribute on an individual basis.
- Familiarity with various loan products, including Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, and Business Development Companies.
- Professional work experience at CLO Trustee, Loan Agent/Bank, Middle Office Provider, or CLO Manager.
- System/Application experience in Clearpar, Solvas/CDO Suite, SEI, Wall Street Office, or LoanIQ.
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