Financial Inst Rel Mgr, Sr

Overview

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. 

 

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance.  401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.  We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

Job Summary

The Relationship Manager - Financial Institutions Group works with a multitude of financial institutions, including both depository and non-depository financial institutions, asset and wealth managers, and FinTech companies. FIG is an experienced and growing team focused on a holistic approach to supporting our clients' needs and financial goals.  The Relationship Manager provides holistic strategic advice to U.S. financial institutions including balance sheet management, capital markets planning and investment banking M&A.

 

Salary Range

The salary range for this position is $127,900/Yr. - $258,600/Yr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

 

Key Accountabilities

• Drive business in both the fund and fund administration markets within the Financial Institutions Group, applying acumen and long-time presence across related verticals to provide a differentiated customer experience to both funds and fund administrators as well as other financial institutions, such as futures and securities firms and specialty finance firms.
• Develop new and existing relationships within the Financial Institutions Group.
• Serve as relationship manager for institutional clients specializing in the fund and fund administration industry as well as other financial institutions nationwide.
• Drive consultative initiatives with top leadership on the best way to achieve short and long-term strategic objectives.
• Provide clients with industry expertise, sharing trends and current and potential impact on client business model.
• Prepare internal credit memos, transaction & credit modeling, completion of due diligence & requirements.
• Perform relationship management and portfolio management functions for a diverse portfolio of funds and fund administers (private equity funds, venture capital funds, real estate funds, debt funds, etc.) and futures & securities companies (broker dealers, FCMs, exchanges, etc.)
• Responsible for origination, underwriting, legal negotiations, and ongoing portfolio management.
• Loan sizes range from $20MM single bank participations to $100MM+ holds in multi-billion dollar syndications.

 

Key Competencies for Position

Strategy in Action – Build your strategic mindset capability. 

• Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
• Actively seeks to understand factors and trends that may influence role.
• Anticipates risk and develop contingency plans to manage risks.
• Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions.
• Aligns activities to meet individual, team and organizational goals.  

 

Compelling Communication – Openly and effectively communicates with others. 

 

• Effectively and transparently shares information and ideas with others.
• Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
• Unites others towards common goal.
• Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.

 

Makes Decisions & Solves Problems – Seeks deeper understanding an