Global Capital Markets Relationship Manager II

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

📋 Description

• Manage relationships with clients and handle daily administrative tasks for assigned Global Capital Markets accounts.

• Supervise administrative, operational, risk management, control, reporting, cash flow, fee billing, and tickler-processing activities.

• Monitor systems, databases, account activities, policies, procedures, and guidelines.

• Review and provide feedback on operative documents and agreements in collaboration with legal counsel.

• Coordinate risk monitoring and ensure regulatory compliance in partnership with Legal, Risk, Compliance, and Audit departments.

• Investigate and resolve control and client-service challenges.

• Collaborate with attorneys, financial advisors, interested parties, and service partners to structure and finalize transactions.

• Engage in sales calls and prepare fee proposals for prospective business.

• Assess, implement, and oversee fees, discounts, waivers, and aged receivables.

• Build relationships with current and potential clients and referral sources to foster business growth.

• Represent GCM at transaction closings and lead or participate in client meetings and presentations.

• Provide backup support for other Relationship Managers.

• Represent GCM and lead departmental or corporate initiatives.

• Assist in the development and operation of business products and processes.

• Supervise and/or mentor junior associates as necessary.

• Identify and escalate issues related to risk management.

• Maintain internal control standards and implement findings from audits and regulatory assessments.

• Perform other related duties as required.

⛳️ Requirements

• Bachelor’s degree with a minimum of 2 years of client service experience in Global Capital Markets products or markets.

• Alternatively, a combined minimum of 6 years of higher education and/or work experience, including at least 2 years in client service for Global Capital Markets products or markets.

• High proficiency with personal computers and relevant software applications.

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

• Experience in calculating discounts, interest, commissions, and percentages.

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

• Demonstrated problem-solving abilities.

• Excellent verbal and written communication skills.

• Strong analytical capabilities.

• CCTS certification is preferred.

• Working knowledge of relevant specialized internal software applications is preferred.

• Managerial or leadership experience is preferred.

• A demonstrated sense of ownership in tasks or projects is preferred.

🏝️ Benefits

• Medical benefits.

• Retirement benefits.

• Forty hours of paid volunteer time each year.

• Equal employment opportunities.

• Drug-free workplace.