GCM Relationship Manager I – M&A

This is a fully remote position, open to applicants in Alabama.

📋 Description

• Oversees client relationships and daily management of assigned Global Capital Markets (GCM) accounts.

• Acts as the primary contact for clients, as well as internal and external service partners.

• Monitors relevant administrative and operational systems, databases, and activities associated with accounts.

• Reviews, analyzes, and provides feedback to counsel regarding the negotiation and drafting of operative documents.

• Coordinates activities to monitor risks and ensure compliance with regulations.

• Investigates and resolves issues concerning control and client service aspects of assigned accounts.

• Collaborates with external parties to structure and finalize GCM transactions promptly.

• Executes various account administration tasks, including timely cash flow management and fee billing.

• Participates in sales calls with current and potential clients and aids in the preparation of fee proposals.

• Cultivates and manages relationships with existing and prospective clients, as well as referral sources.

• Implements approved fee increases, discounts, and waivers as directed.

• Partners with Fee Billing to monitor and collect aged receivables in a timely manner.

• Provides coverage and support to other Relationship Managers.

• Represents GCM at transaction closings and client meetings.

• Engages in departmental projects and corporate initiatives.

• May supervise and/or mentor less experienced associates.

⛳️ Requirements

• Bachelor's Degree and a minimum of 1 year of relevant experience, OR in lieu of a degree, a combined minimum of 5 years of higher education and/or work experience, including at least 1 year of relevant experience.

• High proficiency with personal computers and relevant software applications.

• Previous experience in reading, analyzing, and interpreting legal documents.

• Experience in calculating amounts such as discounts, interest, commissions, and percentages.

• Familiarity with corporate structures, pertinent laws, and regulations.

• Demonstrated problem-solving abilities.

• Strong verbal and written communication skills.

• Robust analytical skills.

🏝️ Benefits

• Medical benefits.

• Retirement plans.

• Forty hours of paid volunteer time each year.