Key skills
LeadershipNegotiationSales
About this role
Role Overview
- Lead end-to-end deal negotiation and execution, including contract review, deviation escalation, approval and documentation, and coordination with external counsel.
- Contribute to pricing decisions for new deals and services.
- Manage pre-close onboarding and risk assessment activities, ensuring timely completion of KYC, internal approvals, operational readiness, and accuracy of all onboarding tasks.
- Oversee closing processes, confirm all conditions precedent, and execute final documents
- Deliver high-quality deal knowledge that establishes internal partners for success.
- Review and negotiate amendments and terminations, coordinating with internal partners for proper alignment.
- Collaborate consistently with internal partners to ensure deals meet client timelines and reflect strong cross-functional execution and interconnected partnerships.
- Engage effectively with external counsel, senior client stakeholders, and internal functional teams.
Requirements
- Bachelor's degree, or equivalent work experience
- Seven or more years of experience in banking operations, sales, compliance/law, accounting, and/or customer service
- 7+ years of experience in structured finance, corporate trust, legal negotiation, or related financial services.
- Demonstrated expertise in contract negotiation and documentation review for structured finance products.
- Strong understanding of legal documentation, service requirements, operational workflows, and trust/fiduciary standards.
- Proven ability to manage complex transactions with attention to detail, risk alignment, and adherence to standards.
- Ability to interpret complex legal and operational requirements and translate them into practical execution frameworks.
- Strong leadership presence and the ability to influence outcomes across multiple internal teams.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law