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Relationship Management

Title Relationship Manager – US Non-Bank Financials / Specialty Finance
Categories Account Management, Business Development, Capital Markets, Debt Capital Markets, Financial Institutions, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Relationship manager to originate new business mandates with debt capital markets investment bankers and corporate debt issuers in the non-bank financials / specialty finance industry.

Responsibilities:

  • Originate new business mandates and drive long-term revenue with debt capital markets investment bankers and corporate debt issuers in the US non-bank / specialty finance industry
  • Collaborate with US and global relationship managers and other key stakeholders to execute a cohesive marketing strategy and support cross-border opportunities
  • Develop relationships that result in recurring revenue with existing clients and prospective customers
  • Promote the firm’s market capabilities and educate clients and prospective clients on the firm’s competitive advantages and value-added positions
  • Develop market intelligence, competitive analysis, and industry analysis
  • Assist with developing marketing materials, client presenations and pitchbooks

Requirements:

  • Bachelor’s Degree; MBA preferred
  • 5+ years’ debt capital markets, debt syndication or structured finance experience
  • Broad knowledge of the US non-bank financial and speciality finance industry
  • Fundamental knowledge of the investment grade and high yield corporate debt market
  • Strong relationship management, negotiation and client development skills
  • Travel required
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Title Senior Relationship Manager – Debt Capital Markets (Investment Grade)
Categories Account Management, Business Development, Capital Markets, Debt Capital Markets, Investment Banking, Investment Grade, New Business Development, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a senior banker to serve as a Senior Relationship Manager to originate new business mandates and drive long-term revenue growth with bulge bracket investment bankers across the US investment grade debt capital markets.

Responsibilities:

  • Originate new business mandates and drive long-term revenue growth with bulge bracket investment bankers across the US investment grade debt capital markets
  • Develop and execute strategic plans that lead to long-term revenue growth
  • Work closely with global colleagues and senior management on strategic marketing planning and execution
  • Develop a cohesive messaging strategy that will effectively drive revenue and brand engagement
  • Assist with cross-border initiatives
  • Pitch the firm’s strategic philosophy, market insights and competitive value advantages directly with clients and prospects
  • Analyze market conditions, competitives, and industry intelligence to assist with pitch development and marketing content
  • Mentor and coach junior relationship managers

Requirements:

  • 10+ years’ bulge bracket investment banking origination and exeuction experience
  • Broad US investment grade debt capital markets origination or syndication experience
  • Well developed relationships senior investment grade bankers at the top-tier banks
  • Demonstrated origination and execution experience
  • New business development, revenue growth and relationship management experience
  • Ability and willingness to travel as required
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Title Senior Relationship Manager – Derivatives Sales & Trading
Categories Account Management, Capital Markets, Derivatives, Financial Technology, Relationship Management
Location New York, NY
Job Information

Our global Fintech client is seeking to recruit a Senior Relationship Manager with broad institutional derivatives and capital markets experience to manage, retain and grow relationships with institutional clients in the OTC derivatives market.

Responsibilities:

  • Manage and develop relationships with key decision makers in the institutional capital markets industry
  • Develop and execute strategic account plans for individual clients
  • Solicit user feedback and understand client requirements
  • Collaborate closely with marketing and product teams to develop new platform capabilities based on customer feedback
  • Utilize consultative sales techniques to develop customized solutions for each client
  • Proactively cross-sell and up-sell new products, services and features
  • Provide superb client service skills and respond to inquiries and problems in a timely manner

Requirements:

  • 3+ years’ experience working directly with institutional clients
  • Deep knowledge of derivatives products and the capital markets industry
  • Prior experience in Account Management, Relationship Management or Derivatives Sales & Trading required
  • Ability to solicit and act on client feedback
  • Strong presentation, communication and interpersonal skills
  • Outgoing, driven and motivated personality
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Title Director – Middle Market Private Debt / Financial Sponsors
Categories Business Development, Capital Markets, Debt Capital Markets, Private Credit, Private Equity, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Director to drive and win new business mandates and develop long-term relationships with middle market financial sponsors, private debt issuers and investors.

Responsibilities:

  • Drive new business development and long-term revenue generation with middle market financial sponsors, private debt issuers and investors
  • Work closely with global counterparts and senior management to build and execute a winning marketing strategy and support cross-border opportunities
  • Develop relationships that result in long-term revenue growth with existing clients and prospective customers
  • Promote the firm’s market capabilities and educate clients and prospective clients on the firm’s competitive advantages and value-added positions
  • Develop market intelligence, competitive analysis, and industry analysis
  • Assist with developing marketing materials, client presenations and pitchbooks

Requirements:

  • Bachelor’s Degree; MBA preferred
  • 7+ years’ private debt investing/origination or middle market financial sponsor coverage experience
  • Well developed relationships with middle market private equity capital markets deal leaders
  • Demonstrated knowledge of the private debt and fixed income capital markets industry
  • Business development and client management skills
  • Travel required
Apply Now