Relationship Manager IV - Boston, United States - M&T Bank

M&T Bank Boston, United States

2 weeks ago

Description

Overview:

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of significant intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of innovative products and/or services. Works with internal partners as appropriate. Demonstrates a thorough and expert understanding of duties in the market and related controls. Administers transactions that may have significant complexity and impact to GCM, including new and/or high impact clients.

Primary Responsibilities:

Monitor relevant administrative and operational systems, databases and activity related to accounts of significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.
Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
Ensure coordination of activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the 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 timely collect aged receivables.
Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence.
Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships.
Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
Participate on Divisional and Departmental projects as assigned at a strategic and tactical level and inclusive of product development, fee structures, service delivery and policy and procedures.
Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of cash flows, fee billing, internal and external reporting and tickler processing.
Work with management to identify opportunities to enhance GCM's control environment, existing and new products, internal coordination and collaboration and client service model and implement enhancements as requested to improve business results, client service and efficiency.
Advise and work with management on any actual or potential product changes, such as adverse court or regulatory rulings, competitive landscape changes and changes to market provisions in agreements, that may affect GCM's ability to sustain its' control environment, future profitability and growth to ensure pro-active responses to identified issues.
Supervise and monitor others in their managerial group.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.

Education and Experience Required:

Bachelor's degree and a minimum of 5 years' client service experience in Global Capital Markets products or markets,

OR in lieu of a degree,

A combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' client service experience in Global Capital Markets products or markets

High level of proficiency with personal computers as well as pertinent software

High proficiency and experience reading, analyzing and interpreting legal documents

Ability to calculate figures and amounts such as discounts, interest, commissions and percentages

Familiarity with corporate structures, relevant laws and regulations

Strong problem-solving skills

Excellent verbal and written communication skills

Strong analytical skills

Strategic thinking skills

Minimum of 2 years' work leadership, supervisory and/or managerial experience

Strong interpersonal skills

Education and Experience Preferred:

CCTS (Certified Corporate Trust Specialist) certification

Working knowledge of pertinent specialized internal software applications

Demonstrated sense of ownership in jobs or projects

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128, $213,895.01 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Boston, Massachusetts, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Relationship Manager

3 weeks ago

Trove Family Office Boston, United States

Company Overview · Trove is an administrative financial services company that understands the complex needs of highnet-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-today, financial solutions to the families and engagements it s ...
Relationship Manager

3 weeks ago

Citi Boston, MA, United States

The Life Sciences Relationship Manager is part of Citi's Commercial Bank and is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical a ...
Relationship Manager

2 weeks ago

Ascensus Boston, United States

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...
Client Relationship Manager

1 week ago

pro Boston, United States

Client Relationship Manager - $30-35/hour · About the opening: · Competitive pay rate: $30-35/hour · Manage analyst-level recruiting relationships · Work with leading financial institutions · Temp to Perm role · Responsibilities: · Cultivate and maintain client relationships · Ad ...
Client Relationship Manager

1 week ago

Voya Financial, Inc. Boston, United States

Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Relationship Manager, Client Rela ...
Client Relationship Manager

3 weeks ago

DGA Careers Boston, United States

Are you ready to swap the sales hustle for a role that thrives on solid client connections and expert risk management counsel? Dive into an exciting position where nurturing long-term relationships and offering tailored insurance solutions is the game, and you are the player We'r ...
Client Relationship Manager

6 days ago

VOYA Financial Inc. Boston, United States

Together we fight for everyone's opportunity for a better financial future. · We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not goo ...
Sr. Relationship Manager

1 week ago

Bank of America Boston, United States

Sr. Relationship Manager - Global Commercial Banking - For Profit Healthcare Group · Boston, Massachusetts · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is h ...
University Relationship Manager

1 week ago

Professional Staffing Group Boston, United States

University Relationship Manager ($30-35/hr) · We are seeking an experienced and dedicated University Relationship Manager to join a prestigious educational institution's Master of Finance program. This role involves managing analyst-level recruiting relationships, ensuring stron ...
Relationship Manager IV

2 weeks ago

Wilmington Trust Boston, United States

Overview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of significant intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point ...
Client Relationship Manager

2 weeks ago

ProPivotal Boston, United States

Client Relationship Manager - 75k to 80K - Hiring Immediately · ProPivotal is the largest Boston · - · based staffing firm · and has been recognized by a number of organizations for our exceptional service and our outstanding results. It is our pleasure to provide service to m ...
Client Relationship Manager

2 days ago

firstPRO, Inc Boston, United States

FirstPro is now accepting resumes for a Client Relationship Manager position based in Boston, MA. This role will focus on managing a portfolio of clients by performing ongoing account management, driving client retention, and management of commercial opportunities within the clie ...
Client Relationship Manager

3 weeks ago

DGA Careers Boston, United States

Are you ready to swap the sales hustle for a role that thrives on solid client connections and expert risk management counsel? Dive into an exciting position where nurturing long-term relationships and offering tailored insurance solutions is the game, and you are the player We'r ...
Business Relationship Manager

2 days ago

Christian Science Inc Boston, United States

Department: · Office of the CIO, IT Operations Group · SUMMARY · The Business Relationship Manager (BRM) promotes customer satisfaction by representing the IT Operations Group to customers and building relationships that generate insights for the entire OCIO department. As the ...
Client Relationship Manager

2 days ago

firstPRO, Inc Boston, United States

firstPRO is now accepting resumes for a Client Relationship Manager role in Boston, MA. This is a direct hire role with a hybrid workstyle. · About the position: · Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of th ...
Relationship Dev. Manager

4 days ago

Harvard University Boston, United States

Basic Qualifications · * Bachelor's degree or equivalent work experience required. · * Minimum of 3 years' relevant work experience · Additional Information · This is a one-year term position from the date of hire, with the possibility of extension, contingent upon work performan ...
Relationship Management Associate

2 weeks ago

CAPTRUST Boston, United States

Overview · CAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team in providing i ...
Client Relationship Manager

2 days ago

firstPRO, Inc Boston, United States

Contract · Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of the client. The primary responsibilities of the position include ongoing account management, driving client retention, satisfaction and reference ability an ...
Business Relationship Manager

13 hours ago

Wilmerhale Boston, United States

Business Relationship Manager (Law Firm IT Management Consultant) · Tracking Code · Job Description · WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the int ...
Business Relationship Manager

3 weeks ago

Christian Science Inc Boston, United States

Department: Office of the CIO, IT Operations GroupSUMMARYThe Business Relationship Manager (BRM) promotes customer satisfaction by representing the IT Operations Group to customers and building relationships that generate insights for the entire OCIO department. As the "face of I ...