Global Capital Markets Relationship Lead

Wilmington Trust; Costa Mesa (CA); On-site; USD 94,000 - 156,000; Full time

Job summary

Wilmington Trust in Costa Mesa, CA is seeking a Relationship Manager for Global Capital Markets accounts. You will manage client relationships and daily administration, act as primary contact with clients and service partners, and ensure compliance with internal controls.

Responsibilities include monitoring systems, reviewing documents, coordinating risk and regulatory requests with Legal, Risk, Compliance and Audit, and supporting closing of GCM transactions with external parties.

Qualifications

• Bachelor’s degree with 2+ years of client service in Global Capital Markets.
• Alternatively, a combined 6+ years of higher education/work experience with 2+ years of client service in GCM.
• Proficiency with personal computers and relevant software.
• Experience reading, analyzing and interpreting legal documents.
• Experience calculating discounts, interest, commissions, and percentages.
• Familiarity with corporate structures, relevant laws and regulations.
• Proven problem-solving abilities, strong verbal and written communication, and strong analytical skills.

Responsibilities

• Monitor administrative and operational systems for accounts with varying complexity and risk to ensure proper setup and compliance.
• Review and provide comments on operative documents and agreements for assigned accounts.
• Coordinate risk monitoring and regulatory compliance with Legal, Risk, Compliance and Audit as required.
• Resolve issues related to control and client service for assigned accounts to maintain customer satisfaction.
• Engage external parties to structure and close GCM transactions timely, including attending client meetings and preparing documentation.
• Perform account administration tasks including cash flow execution, fee billing, and reporting.
• Support sales efforts with fee proposals and ensure timely collection of receivables.
• Manage relationships with current and prospective clients and referral sources to uncover new business opportunities and represent GCM at closings.
• Identify opportunities to increase revenue through fee optimization and implement approved adjustments.
• Provide coverage for other Relationship Managers as needed and contribute to departmental projects.
• Adhere to risk and regulatory standards and support audit points as applicable.
• Promote an inclusive environment and uphold the company brand.
• Complete related duties as assigned.

Skills

Client service experience

Regulatory knowledge

Legal document interpretation

Analytical skills

Communication skills

Problem-solving

Financial calculations

Education

Bachelor’s degree + 2 years client service in GCM

Combined 6 years higher education/work experience + 2 years client service in GCM

CCTS certification

Leadership experience

Tools

Internal software applications

Job description

Wilmington Trust in Costa Mesa, CA is seeking a Relationship Manager for Global Capital Markets accounts. You will manage client relationships and daily administration, act as primary contact with clients and service partners, and ensure compliance with internal controls.

Responsibilities include monitoring systems, reviewing documents, coordinating risk and regulatory requests with Legal, Risk, Compliance and Audit, and supporting closing of GCM transactions with external parties.