Relationship Manager
2 weeks ago
Headquartered in California, our client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further.
Job Summary:
You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market.
Responsibilities
- Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals.
- In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients.
- Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans.
- Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
- Mentor other team members including Portfolio Managers and Analysts.
- Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events.
Qualifications
- 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;
- Experience in dealing with a wide array of corporate clients and credit structures;
- Thorough knowledge of the banking and financial services industries;
- Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;
- Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;
- Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;
- Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;
- Ability to write clearly and concisely in both internal credit memos and client communications.
- Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization.
Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg
Compensation:
$150,000-$210,000 per year
-
Relationship Manager
2 weeks ago
New York, NY, United States America's Pharmacy Group, LLC Full timeWhether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even...
-
Relationship Manager
1 week ago
New York, NY, United States Informa Group Plc. Full timeCompany Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate...
-
Relationship Manager
7 days ago
New York, NY, United States Informa Group Plc. Full timeCompany Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate...
-
Relationship Manager
2 weeks ago
New York, NY, United States Informa Group Plc. Full timeCompany Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate...
-
Relationship Manager
2 weeks ago
New York, NY, United States Informa Group Plc. Full timeCompany Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate...
-
Relationship Manager
2 weeks ago
New York, NY, United States Piermont Bank Full timeAbout Us: Piermont Bank is a tech-enabled digital commercial bank founded in 2019 with a mission of changing the face and pace of banking. It provides an unprecedented experience that blends the best of banking and agile Fintechs. At Piermont, we are purpose-driven, and focused on creating and delivering banking products relevant to today's digital economy....
-
Relationship Manager
1 week ago
New York, NY, United States Piermont Bank Full timeAbout Us: Piermont Bank is a tech-enabled digital commercial bank founded in 2019 with a mission of changing the face and pace of banking. It provides an unprecedented experience that blends the best of banking and agile Fintechs. At Piermont, we are purpose-driven, and focused on creating and delivering banking products relevant to today's digital economy....
-
Relationship Manager
1 week ago
New York, NY, United States Piermont Bank Full timeAbout Us: Piermont Bank is a tech-enabled digital commercial bank founded in 2019 with a mission of changing the face and pace of banking. It provides an unprecedented experience that blends the best of banking and agile Fintechs. At Piermont, we are purpose-driven, and focused on creating and delivering banking products relevant to today's digital economy....
-
Relationship Manager
5 days ago
New York, NY, United States Piermont Bank Full timeAbout Us: Piermont Bank is a tech-enabled digital commercial bank founded in 2019 with a mission of changing the face and pace of banking. It provides an unprecedented experience that blends the best of banking and agile Fintechs. At Piermont, we are purpose-driven, and focused on creating and delivering banking products relevant to today's digital economy....
-
Relationship Manager
1 week ago
New York, NY, United States Copper Full timeSince being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services. Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater...
