W

Wilmington Trust

Wealth management and institutional trust services

Global Capital Markets Relationship Manager 2

Account ManagementConfirmed live in the last 24 hours
Full-timeWilmington, DE, USA$89k - $148.3k /yrHybrid

About the Job

Requirements

  • A bachelor's degree and at least 2 years of client service experience in Global Capital Markets products or markets, or a combined minimum of 6 years of higher education and/or work experience including at least 2 years of such client service experience in lieu of a degree.
  • High proficiency with personal computers and pertinent software.
  • Prior experience reading, analyzing, and interpreting legal documents.
  • Prior experience calculating discounts, interest, commissions, and percentages.
  • Familiarity with corporate structures, relevant laws, and regulations.
  • Proven problem-solving skills.
  • Strong verbal and written communication skills.
  • Strong analytical skills.

Responsibilities

  • Monitor administrative and operational systems, databases, and account activity to ensure assigned accounts are set up and operating within established policies, procedures, and guidelines.
  • Review, analyze, and provide comments to counsel on negotiation and drafting of operative documents and agreements for assigned accounts.
  • Coordinate risk monitoring and regulatory compliance activities for assigned accounts with Legal, Risk, Compliance, and/or Audit as required.
  • Research and resolve control and client service issues for assigned accounts, working with appropriate internal and external resources.
  • Work with external parties, including attorneys, financial advisors, interested parties, and alliance/service partners, to structure and close Global Capital Markets transactions.
  • Complete account administration, including cash flow execution, fee billing, internal and external reporting, and tickler processing.
  • Participate with Global Capital Markets Sales in sales calls to current and prospective clients and prepare fee proposals; evaluate fees for suitability and conformance with fee schedules; partner with Fee Billing to monitor and collect aged receivables.
  • Manage current and prospective client and referral-source relationships to identify business opportunities; represent Global Capital Markets at transaction closings, attend and chair client meetings and presentations, and prepare documentation supporting attraction, retention, and expansion of relationships.
  • Identify potential revenue increases from additional fees when services change and advise management; implement approved fee increases, discounts, and waivers according to established controls and procedures.
  • Provide coverage and support for other Relationship Managers within the assigned section or unit as required during absences.
  • Represent Global Capital Markets and/or lead departmental projects and corporate initiatives periodically.
  • Assist management with the development and operation of business products and processes.
  • May supervise and/or mentor less experienced associates.
  • Adhere to company risk and regulatory standards, policies, and controls in accordance with the risk appetite, and escalate risk-related issues to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain internal control standards, including timely implementation of internal and external audit points and applicable issues raised by external regulators.
  • Complete other related duties as assigned.

Desired Qualifications

  • CCTS (Certified Corporate Trust Specialist) certification.
  • Working knowledge of pertinent specialized internal software applications.
  • Managerial or leadership experience.
  • Demonstrated sense of ownership in jobs or projects.

About the Company

Wilmington Trust

Wealth management and institutional trust services

Wilmington Trust provides wealth management and institutional services for high-net-worth individuals, families, foundations, and other institutions, charging fees for advisory and fiduciary work. Its offerings include investment management, financial planning, fiduciary and trust services, family-office support, estate planning, corporate trust, retirement plan services, and custody arrangements. The company differentiates itself by focusing on high-net-worth clients and institutions with a broad, integrated set of fiduciary, custody, and family-office capabilities under one umbrella, backed by its parent, M&T Bank. Its goal is to help clients grow and protect wealth, plan legacies, and meet ongoing fiduciary and retirement needs with trusted, fee-based guidance and administration.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Wilmington, DE
Founded
1901

Recently Posted Jobs

Explore more opportunities at Wilmington Trust

See more jobs