Relationship Manager
$150,000–$210,000 year
On-site · La Cañada Flintridge, California, United States
Job Summary
Relationship Manager responsible for growing the fund finance and private debt client portfolio by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals. In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients. Collaborate with other team members to complete underwriting, due diligence, and documentation for loans. Work with product specialists within the Bank to deepen and broaden client relationships by delivering treasury management, foreign exchange, interest rate derivatives, and letters of credit. Mentor other team members including Portfolio Managers and Analysts. Travel to cities in the Eastern U.S. to source new business, visit clients, and attend industry conferences and events.
Required Qualifications
- 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance
- Experience in dealing with a wide array of corporate clients and credit structures
- Thorough knowledge of the banking and financial services industries
- Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances
- Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt
- Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel
- Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank
- Ability to write clearly and concisely in both internal credit memos and client communications
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