Vice President, Relationship Management - IM sales
Core
Supporting Investment Managers to deepen client coverage and identify new business opportunities in debt capital markets, specifically private credit.
Role type
Vice President, Relationship Management (Corporate Trust Investment Managers)
Builds
Client engagement, new deal onboarding, and internal coordination for designated clients.
Domain
Financial Services / Debt Capital Markets / Private Credit
Deliverable
client delivery
Required skills
client engagement, new business identification, market data analysis, RFP response support, stakeholder influence, team liaison, presentation creation, network cultivation, administrative oversight, AI application
Preferred skills
knowledge of private credit market developments, leadership development, cross-functional collaboration
Technologies
available tools, Enterprise Operating Platform (EOP), AI tools
Responsibilities
Support Investment Managers and Relationship Managers to deepen client coverage; Own client engagement and internal coordination for designated new deals; Gather and track key market and client data; Act as backup to the RM; Continuously build knowledge of debt capital markets and share insights; Serve as key liaison with CT Product, CT Client Service, and EOP; Assist in creating client presentation packs and RFPs; Organize and attend new business presentations and Client Service Review meetings; Explore and apply AI to enhance workflows; Ensure accurate and timely completion of administrative tasks.
Seniority
Vice President, leadership & influence