Regions Bank · 12 hours ago
Real Estate Institutional Fund Group Client Manager
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
$167K/yr - $216K/yr
8+ years expRegions Bank is dedicated to providing a career-oriented environment for its associates. The Real Estate Institutional Fund Group Client Manager oversees client relationships and manages portfolios while driving business development and delivering comprehensive financial solutions for institutional clients.
BankingInsurance
Responsibilities
Serves as primary relationship manager for a portfolio of top institutional fund clients, maintaining active dialogue with senior executives
Drives business development in strategic product areas including subscription lines, repo lines, note on note financing and DST facilities
Offers other bespoke fund-level financing and liquidity solutions that meet evolving investor and sponsor needs
Partners closely with Capital Markets, Loan Syndications, and other product specialists to deliver comprehensive solutions across debt, treasury, and advisory services
Achieves annual revenue, loan growth, and non-interest revenue targets through disciplined pipeline management and execution
Oversees portfolio quality with a focus on risk adjusted returns, capital efficiency, and discipline structuring
Identifies emerging risks in fund finance markets and positions the IFG portfolio accordingly
Positions the bank as a preferred partner to institutional real estate funds and alternative capital managers
Partners with senior REB and Corporate Banking leadership to refine go-to-market strategies for institutional clients
Qualification
Required
Bachelor's degree in a related field
Eight (8) years of experience in commercial real estate banking, fund finance, or related institutional lending
Proven ability to originate, structure, and execute complex financing transactions with institutional clients
Deep knowledge of fund structures, alternative investment strategies, and market dynamics
Demonstrated track record of balancing growth objectives, and discipline risk management
Strong communication skills, executive presence, and ability to influence across senior levels
Strong leadership skills, with the ability to manage, motivate, and develop high-performing teams
Preferred
Series 79 and 63 preferred
Benefits
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Company
Regions Bank
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase