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The GCM Unit Manager I oversees relationships, coaches staff, ensures compliance with policies, and manages risk in service delivery, promoting business growth.

Provide day-to-day administration and servicing for high-net-worth and institutional Global Capital Markets clients, acting as primary contact. Process transactions, establish accounts, handle disbursements, trades and trust terminations, support account representatives, manage internal/external partner relationships, ensure compliance with policies and controls, and resolve client inquiries promptly.

The role involves financial accounting tasks such as general ledger closing, variance analysis, and providing mentorship to junior staff. It requires adherence to regulatory standards and project leadership in accounting initiatives.

Manage client relationships and daily administration for moderately to highly complex Global Capital Markets accounts. Oversee operations, risk and regulatory compliance, draft and negotiate documentation, coordinate with legal and risk partners, support sales and fee billing, mentor junior staff, lead projects to enhance controls and service delivery, and represent GCM at client meetings and transaction closings.