GCM Public Finance Relationship Manger

Position Overview

• Location Type: [Not Specified]
• Job Type: Full-time, 6 to 12 month contract assignment
• Salary: [Not Specified]

This role involves managing client relationships and the daily administration of assigned Global Capital Markets (GCM) accounts, which may present significant complexity and risk. The position encompasses all administrative, operational, and risk management activities for GCM transactions. The Relationship Manager will act as the primary point of contact for clients and internal/external service partners, focusing on short and long-term strategies to achieve sustainable earnings growth and ensure compliance with Bank and Division strategic plans. Participation in the development and delivery of innovative products and services is also expected, along with collaboration with internal business partners. A thorough and expert understanding of market duties and related controls is essential. Public finance experience is a requirement.

Primary Responsibilities

• Monitor relevant administrative and operational systems, databases, and activities for accounts with moderate to complex risk levels, ensuring adherence to 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 activities related to risk monitoring and regulatory compliance for assigned accounts with Legal, Risk, Compliance, and/or Audit departments.
• Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, collaborating with appropriate internal and external resources.
• Work with external parties, including attorneys, financial advisors, interested parties, and alliance/service partners, to structure and close GCM transactions efficiently.
• Complete various account administration activities of moderate to significant intricacy, complexity, and risk, including timely cash flow execution, fee billing, internal/external reporting, and tickler processing.
• Participate with GCM Sales in sales calls to current and prospective clients (in-person or via phone) and prepare fee proposals for new business opportunities.
• Evaluate fees for suitability and conformance with fee schedules.
• Partner with Fee Billing to monitor and collect aged receivables promptly.
• Manage relationships and cultivate current and prospective clients and referral sources to identify new business opportunities.
• Provide coverage and support for other Relationship Managers within the assigned Section/Unit during absences.
• Represent GCM at transaction closings, attend and chair client meetings and presentations, and prepare relevant documentation to support client relationship attraction, retention, and expansion.
• Represent GCM and/or lead departmental projects and Corporate initiatives periodically.
• Participate in Divisional and Departmental projects as assigned at strategic and tactical levels, including product development, fee structures, service delivery, and policy/procedure enhancements.
• Direct and/or monitor less experienced Relationship Managers and Client Administrators in executing cash flows, fee billing, reporting, and tickler processing.
• Collaborate with management to identify and implement enhancements for GCM’s control environment, products, internal coordination, client service model, and business results, client service, and efficiency.
• Advise and work with management on any actual or potential product changes (e.g., adverse court/regulatory rulings, competitive landscape shifts, market provision changes) that may impact GCM’s control environment, future profitability, and growth, ensuring proactive responses to identified issues.
• Supervise and mentor others in their managerial growth.

Requirements

• Public finance experience required.
• [Other requirements not specified]

Application Instructions

• [Not Specified]

Company Information

• Department: Global Capital Markets (GCM)
• Organization: [Not Specified]