About the role
Will consider other locations with in the Wilmington Trust footprint.
Overview:
Negotiates transaction deal documents and facilitates deal closings in a timely manner for mostly mid-tier and could negotiate some large-tier Global Capital Markets (GCM) clients.
Primary Responsibilities:
Negotiate and close transactions in which Wilmington Trust serves in a Trustee capacity as well as other complementary roles and products.
Serve as client-facing centralized deal manager for transactions for internal operational and support groups.
Meet with clients and attend some conferences as deemed appropriate
Assist Sales with business development initiatives and coordinate deal structures depending on asset type.
Serve as internal liaison for all support groups surrounding deal closings.
Independently address escalated client issues and ensure they are prioritized appropriately and resolved.
May assist in coaching and mentoring less experienced personnel.
Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging 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.
Scope of Responsibilities:
This position work mostly independently under limited management supervision.
Supervisory/Managerial Responsibilities:
None
Education and Experience Required:
Bachelor’s degree and a minimum of 5 years’ related experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ related experience
Education and Experience Preferred:
Master’s degree in Business Administration (MBA) or Juris Doctor (JD) degree
GCM deal closing experience
Corporate Trust experience
Ability to read and interpret legal documents
Strong legal background
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $135,100.00 - $225,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:
Costa Mesa, California, United States of AmericaAplyr's read
Wilmington Trust specializes in tailored financial services, attracting professionals focused on wealth and asset management for individuals and institutions.
What's promising
- •Strong reputation in wealth management and institutional services.
- •Opportunities for career growth in diverse financial roles.
- •Focus on customized solutions enhances client satisfaction.
What to watch
- •Limited public information about company culture and work-life balance.
- •High-pressure environment typical of financial services industry.
- •Potential challenges in adapting to regulatory changes.
Why Wilmington Trust
- •Emphasis on personalized financial solutions for clients.
- •Deep expertise in both wealth management and global capital markets.
- •Strategic presence in key financial hubs like NYC and Wilmington.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Wilmington Trust
Wilmington Trust is a financial services company that provides wealth management, asset management, and institutional services. It focuses on delivering tailored solutions to individuals, families, and institutions.
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