Global Capital Markets Relationship Manager II- Costa Mesa

Wilmington Trust; Costa Mesa (CA); Sur place; USD 94 000 - 156 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client service experience

Regulatory knowledge

Legal document interpretation

Analytical skills

Communication skills

Problem-solving

Financial calculations

Formation

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

Outils

Internal software applications

Description du poste

Overview:

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, 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, 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 moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup 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 moderate to significant 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 prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships.
• Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure.
• Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.
• Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
• Assist management with the development and operation of business products and processes.
• May supervise and/or mentor less experience 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 2 years’ client service experience in Global Capital Markets products or markets,

OR in lieu of a degree,

A combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ client service experience in Global Capital Markets products or markets

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:

CCTS (Certified Corporate Trust Specialist) certification

Working knowledge of pertinent specialized internal software applications

Managerial or leadership experience

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 $93,800.00 - $156,300.00 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