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Wilmington Trust

Wealth management and institutional trust services

Global Capital Markets Relationship Manager 2

Investment BankingConfirmed live in the last 24 hours
Full-timeMinneapolis, MN, USA$89k - $148.3kHybrid

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 client service experience in Global Capital Markets products or markets.
  • High proficiency with personal computers and pertinent software.
  • Experience reading, analyzing, and interpreting legal documents.
  • Experience calculating amounts such as discounts, interest, commissions, and percentages.
  • Familiarity with corporate structures and relevant laws and regulations.
  • Problem-solving skills.
  • Verbal and written communication skills.
  • Analytical skills.

Responsibilities

  • Monitor administrative and operational systems, databases, and account activity to ensure accounts are set up and operating within established policies, procedures, and guidelines.
  • Review, analyze, and provide comments to counsel on the 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.
  • 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 or service partners, to structure and close GCM transactions.
  • Complete account administration activities, including cash-flow execution, fee billing, internal and external reporting, and tickler processing.
  • Participate with GCM Sales in sales calls to current and prospective clients, in person or by phone, and prepare fee proposals to support new business opportunities.
  • Evaluate fees for suitability and conformance with fee schedules; partner with Fee Billing to monitor and collect aged receivables in a timely manner.
  • Cultivate current and prospective client and referral-source relationships to identify new-business opportunities, represent GCM at transaction closings, attend and chair client meetings and presentations, and prepare documentation supporting attraction, retention, and expansion of client relationships.
  • Identify potential revenue increases through additional fees when services change and advise management of these opportunities.
  • Implement approved fee increases, discounts, and waivers in accordance with established controls and procedures.
  • Provide coverage and support for other Relationship Managers within the assigned Section or Unit as needed during absences.
  • Represent GCM 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; identify risk-related issues requiring escalation to management.
  • Maintain internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators, as applicable.
  • 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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