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Global Capital Markets Relationship Manager
1 month ago
We are seeking a highly skilled Global Capital Markets Relationship Manager to join our team. As a key member of our GCM team, you will be responsible for managing client relationships and daily administration of assigned Global Capital Markets accounts.
Key Responsibilities- Monitor and analyze administrative and operational systems, databases, and activities related to accounts of moderate to complex risk levels to ensure compliance with established policies, procedures, and guidelines.
- Review, analyze, and provide comments to counsel on negotiation and drafting of operative documents and agreements for assigned accounts.
- Ensure coordination of 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 internal and external resources as needed.
- Work with external parties, including attorneys, financial advisors, 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 in sales calls to current and prospective clients, either in-person or over the phone, and prepare fee proposals to support new business opportunities.
- Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
- Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence.
- Represent GCM at transaction closings, attend and chair client meetings and presentations, and prepare related documentation to support the attraction, retention, and expansion of client relationships.
- Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
- Participate on Divisional and Departmental projects as assigned at a strategic and tactical level, inclusive of product development, fee structures, service delivery, and policy and procedures.
- Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of cash flows, fee billing, internal and external reporting, and tickler processing.
- Work with management to identify opportunities to enhance GCM's control environment, existing and new products, internal coordination and collaboration, and client service model, and implement enhancements as requested to improve business results, client service, and efficiency.
- Advise and work with management on any actual or potential product changes, such as adverse court or regulatory rulings, competitive landscape changes, and changes to market provisions in agreements, that may affect GCM's ability to sustain its control environment, future profitability, and growth.
- Bachelor's degree and a minimum of 3 years' client service experience in Global Capital Markets products or markets.
- OR in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience, including a minimum of 3 years' client service experience in Global Capital Markets products or markets.
- High level of proficiency with personal computers and pertinent software.
- High proficiency and experience reading, analyzing, and interpreting legal documents.
- Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
- Familiarity with corporate structures, relevant laws, and regulations.
- Strong problem-solving skills.
- Excellent verbal and written communication skills.
- Strong analytical skills.
- Strategic thinking skills.
- Minimum of 2 years' supervisory and/or work leadership experience.
- CCTS (Certified Corporate Trust Specialist) certification.
- Working knowledge of pertinent specialized internal software applications.
- Demonstrated sense of ownership in jobs or projects.
The pay range for this position is $102, $171,565.10 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
LocationMinneapolis, Minnesota, United States of America