Relationship Manager II – Mergers & Acquisitions

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

📋 Description

• Oversee M&A transactions from the initial onboarding phase to closing and post-closing tasks.

• Act as the main relationship manager for clients, legal representatives, advisors, and internal teams.

• Collaborate with the Legal and Product teams to review and negotiate transaction agreements and associated legal documents.

• Offer insights on transaction structures, payment mechanisms, funding prerequisites, tax implications, and communications with securityholders.

• Organize critical transaction activities, including KYC, account establishment, escrow management, funding, payment processing, solicitation setup, and execution of closings.

• Analyze payment and securityholder information to ensure precision, compliance, and operational readiness.

• Lead client meetings, transaction strategy discussions, and issue resolution efforts to guarantee the successful achievement of key milestones.

• Handle multiple intricate transactions concurrently in a dynamic environment while upholding high service standards.

• Guide and assist junior Relationship Managers and Associate Relationship Managers through mentoring, training, and deal support.

• Collaborate with cross-functional teams to ensure accurate, timely, and smooth transaction outcomes.

⛳️ Requirements

• A minimum of 5 years of relevant industry experience.

• Bachelor's degree.

• Established Book Of Business.

• Proficient in Client Relationship Building.

• Knowledge of Credit Processes.

• Familiarity with Credit Products.

• Strong Customer Engagement skills.

• Effective Decision Making abilities.

• Competence in Financial Analysis.

• Ability to Identify Sales Opportunities.

🏝️ Benefits

• Medical/prescription drug coverage (including a Health Savings Account feature).

• Options for dental and vision care.

• Life insurance for employees and their spouses/children.

• Short and long-term disability coverage.

• 401(k) plan with PNC matching contributions.

• Pension and stock purchase plans available.

• Dependent care reimbursement account.

• Backup care for children and elders.

• Reimbursement for adoption, surrogacy, and doula services.

• Educational assistance programs.

• Comprehensive wellness program with financial incentives.

• Maternity and/or parental leave policies.

• Up to 11 paid holidays each year.

• 9 occasional absence days annually.

• Vacation days ranging from 15 to 25 each year.