GCM Relationship Manager I - M&A

M&T Bank Corporation; Costa Mesa (CA); On-site; USD 82,000 - 136,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid volunteer time

Job summary

M&T Bank Corporation in Costa Mesa, CA seeks a Global Capital Markets Relationship Manager to oversee client relationships and daily administration of GCM accounts. You will coordinate with Legal, Risk, Compliance and Audit to ensure compliance, negotiate documents, and structure transactions with external partners.

The role requires a bachelor’s degree or equivalent experience, strong communication and analytical skills, and experience with financial calculations and regulatory frameworks.

Qualifications

• Bachelor's Degree or 5+ years combined education/experience.
• Experience reading, analyzing and interpreting legal documents.
• Proficiency with personal computers and relevant software.
• Experience calculating discounts, interests, commissions and percentages.
• Familiarity with corporate structures and regulatory requirements.
• Strong problem-solving, analytical and communication skills.

Responsibilities

• Monitor administrative and operational systems for assigned accounts.
• Review and comment on negotiation/operating documents.
• Coordinate risk and regulatory compliance with Legal, Risk, Compliance and Audit as needed.
• Resolve client service issues with internal and external resources.
• Engage with external parties to structure and close GCM transactions.
• Prepare fee proposals and assist in new business opportunities.
• Maintain client relationships and support activity across the unit.

Skills

Verbal communication

Written communication

Analytical skills

Problem-solving

Financial calculations

Attention to regulations

Education

Bachelor's Degree

5 years combined higher education and/or work experience

GCM client service experience (preferred)

Job description

Overview:

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of simple to moderate intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned transactions, including delivering exceptional service to clients and related parties, ensuring all internal controls are satisfied. Works with internal partners as appropriate.

Primary Responsibilities:

Monitor relevant administrative and operational systems, databases and activity related to accounts of simple to moderate intricacy, complexity and level of risk to ensure accounts are set-up 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 simple to moderate 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 assist in preparation of 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. Implement approved fee increases, discounts and waivers as identified or instructed per established controls and procedures. Partner with Fee Billing to monitor and timely collect aged receivables. Provide coverage and support to 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 relevant documentation to support the attraction, retention and expansion of client relationships. Participate in departmental projects and Corporate initiatives on a periodic basis. May supervise and/or mentor less experienced 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 belonging and reflects the M&T Bank brand. Maintain M&T 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.

Education and Experience Required:

• Bachelor's Degree and a minimum of 1 year related experience.
• OR in lieu of a degree, A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year related experience.
• High level of proficiency with personal computers as well as pertinent software.
• Prior experience reading, analyzing and interpreting legal documents.
• Prior experience calculating amounts such as discounts, interest, commissions and percentages.
• Familiarity with corporate structures, relevant laws and regulations.
• Proven problem-solving skills.
• Strong verbal and written communication skills.
• Strong analytical skills.

Education and Experience Preferred:

• Minimum of 2 years’ Global Capital Markets client service experience.
• Working toward or already received CCTS (Certified Corporate Trust Specialist) certification.
• Working knowledge of pertinent specialized internal software applications.
• Demonstrated sense of ownership in jobs or projects.
• M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
• The pay range for this position is $81,500.00 - $135,900.00 Annual (USD).

The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Costa Mesa, California, United States of America

Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.