Global Capital Markets Relationship Manager III

M&T Bank; Costa Mesa (CA); On-site; USD 113,000 - 188,000; Full time

Job summary

M&T Bank is seeking a seasoned Relationship Manager to oversee Global Capital Markets accounts in Costa Mesa, CA. You will manage client relationships, coordinate with Legal, Risk, Compliance and Audit, and drive efficient risk-managed transactions from structuring to close.

The role requires strong analytical skills, client service experience in GCM, and proficiency with standard software. You will lead projects and collaborate with internal partners to ensure regulatory adherence and

Qualifications

• Bachelor's degree and at least 3 years' client service experience in Global Capital Markets or related fields.
• OR in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience with 3 years' client service in GCM.
• Proficiency with personal computers and relevant software.
• Ability to read, analyze, and interpret legal documents.
• Familiarity with corporate structures, laws and regulations.

Responsibilities

• Monitor administrative and operational systems for accounts with moderate to high risk to ensure policy 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.
• Work with external parties to structure and close GCM transactions in a timely manner.
• Complete account administration activities including cash flow execution, fee billing, and reporting.
• Participate in client calls and prepare fee proposals to support new business opportunities.
• Manage relationships and develop opportunities with current and prospective clients.
• Represent GCM at closings and client meetings and prepare related documentation.
• Lead departmental projects on product development, fee structures, and service delivery.

Skills

Client relationship management

Risk management

Regulatory compliance

Financial analysis

Verbal and written communication

Education

Bachelor's degree

CCTS certification

Tools

Microsoft Office

Job description

Overview

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant 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. Participates in development and delivery of innovative products and/or services. Works with internal business partners as appropriate. Demonstrates a thorough and expert understanding of duties in the market and related controls.

Overview

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant 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. Participates in development and delivery of innovative products and/or services. Works with internal business partners as appropriate. Demonstrates a thorough and expert understanding of duties in the market and related controls.

Primary Responsibilities

• Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to complex 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.
• 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 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.
• 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 relevant 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 and 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 to ensure pro-active responses to identified issues.
• Supervise and mentor others in their managerial group.
• Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. 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 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 as well as 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

Education and Experience Preferred

• 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
• M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $112,600.00 - $187,600.00 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