Global Capital Markets Relationship Manager III

Role Overview

• Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk
• Serves as main point of contact with the client and internal and external service partners
• Participates in development and delivery of innovative products and/or services
• Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to complex level of risk
• 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
• Work with external parties, including attorneys, financial advisors, and 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
• Participate, along with GCM Sales, in sales calls to current and prospective clients
• 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
• Provide coverage and support for other Relationship Managers within assigned Section/Unit as required
• Participate on Divisional and Departmental projects as assigned
• Direct and/or monitor less experienced Relationship Managers and Client Administrators
• Identify risk-related issues needing escalation to management

Requirements

• 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
• Minimum of 2 years’ supervisory and/or work leadership experience (preferred)
• CCTS (Certified Corporate Trust Specialist) certification (preferred)
• Working knowledge of pertinent specialized internal software applications (preferred)

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Forty hours of paid volunteer time each year