GCM Relationship Manager III

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

📋 Description

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

• Acts as the primary liaison between the client and both internal and external service partners.

• Engages in the development and delivery of cutting-edge products and/or services.

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

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

• Ensures the coordination of activities aimed at monitoring risks and maintaining regulatory compliance.

• Investigates and resolves issues pertaining to the control and client service aspects of assigned accounts.

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

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

• Assesses fees for appropriateness and adherence to fee schedules.

• Nurtures relationships and fosters connections with current and prospective clients.

• Provides coverage and assistance for other Relationship Managers.

• Represents GCM at transaction closings and client meetings.

• Participates in Divisional and Departmental projects as assigned.

• Directs and/or supervises less experienced Relationship Managers and Client Administrators.

• Identifies risk-related issues that require escalation to management.

• Designs, implements, maintains, and enhances internal controls to mitigate risk.

⛳️ Requirements

• Bachelor's degree and at least 3 years of client service experience in Global Capital Markets products or markets, OR in lieu of a degree, a combined minimum of 7 years of higher education and/or work experience, including at least 3 years of client service experience in Global Capital Markets products or markets.

• High level of proficiency with personal computers and relevant software applications.

• Strong proficiency and experience in reading, analyzing, and interpreting legal documents.

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

• Excellent problem-solving abilities.

• Outstanding verbal and written communication skills.

• Strong analytical capabilities.

• Strategic thinking abilities.

• Minimum of 2 years of supervisory and/or leadership experience (preferred).

• CCTS (Certified Corporate Trust Specialist) certification (preferred).

🏝️ Benefits

• Medical and retirement benefits.

• Forty hours of paid volunteer time each year.