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Wilmington Trust

Wealth management and institutional trust services

Global Capital Markets Relationship Manager 2

Finance & BankingConfirmed live in the last 24 hours
Full-timeChicago, IL, 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.
  • 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

  • Manage client relationships and daily administration of assigned Global Capital Markets accounts, including administrative, operational, and risk management activities for transactions.
  • Serve as the main point of contact for clients and internal and external service partners to advance strategies, support sustainable earnings growth, and comply with Bank and Division plans.
  • Monitor administrative and operational systems, databases, and account activity to ensure accounts operate within established policies, procedures, and guidelines.
  • Review, analyze, and comment to counsel on negotiation and drafting of operative documents and agreements for assigned accounts.
  • Coordinate risk monitoring and regulatory compliance for assigned accounts with Legal, Risk, Compliance, and Audit as required.
  • Research and resolve control and client-service issues promptly, working with internal and external resources as needed.
  • Work with attorneys, financial advisors, interested parties, and alliance or service partners to structure and close transactions.
  • Complete account administration, including cash-flow execution, fee billing, reporting, and tickler processing.
  • Participate with GCM Sales in client sales calls and prepare fee proposals; evaluate fees for suitability and conformance with schedules; partner with Fee Billing to monitor and collect aged receivables.
  • Cultivate current and prospective clients and referral sources to identify new business opportunities; represent GCM at closings, attend and chair client meetings and presentations, and prepare materials to attract, retain, and expand client relationships.
  • Identify revenue opportunities from additional fees when services change and advise management; implement approved fee increases, discounts, and waivers according to controls and procedures.
  • Provide coverage and support for other Relationship Managers in the assigned Section or Unit when required.
  • Represent GCM and/or lead departmental projects and corporate initiatives periodically.
  • Assist management with developing and operating business products and processes.
  • May supervise and/or mentor less-experienced associates.
  • Adhere to company risk and regulatory standards, policies, and controls; identify risk-related issues requiring escalation.
  • 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

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