CareerPlan

Senior Relationship Manager, Institutional Capital Group

Cleveland, OH, USFull-time$116k–$216k2026-09-22 → 2026-11-11
Hybrid

Core

Senior Relationship Manager sourcing and managing institutional real estate client relationships (REITs, private equity firms) to provide debt and equity financing solutions.

Role type

Senior Relationship Manager (Institutional Real Estate)

Builds

Corporate credit facilities, syndicated finance, acquisition/bridge loans, permanent debt, public/private bonds, and public/private equity for institutional real estate entities.

Domain

Commercial Real Estate Finance / Banking

Required skills

Commercial real estate banking, credit underwriting, financial modeling, client relationship management, deal structuring, risk assessment, sales/prospecting, leadership/mentoring, AI tools for underwriting.

Preferred skills

Finance/accounting/economics degree, institutional real estate transaction experience, REIT/private equity banking history.

Technologies

Word, Excel, PowerPoint, AI tools for underwriting and financial modeling.

Responsibilities

Source new client relationships, manage existing client portfolios, underwrite and structure credit opportunities, lead internal deal teams, mentor junior staff, conduct sales and prospecting activities.

Seniority

Senior, hands-on IC with leadership responsibilities.