Senior Relationship Manager, Capital Formation
About The Position
Baker Tilly is seeking a Senior Relationship Manager to join their Capital Formation Team. This team specializes in structuring and sourcing tax credits to support the growth and expansion of high-impact projects and operating businesses nationwide. The NMTC (New Markets Tax Credit) team is an industry leader with over 20 years of experience, having closed billions of dollars in NMTC transactions for various projects in diverse industries. They work with For-Profit and Non-Profit organizations to secure tax credits, structure financing, and maximize capital stacks. The team offers deep industry expertise and leverages extensive relationships with NMTC stakeholders. The Senior Relationship Manager will identify, engage, and lead projects through the competitive NMTC financing process. This client-facing role requires attention to detail, critical thinking, and project management skills, managing multiple clients simultaneously. Clients are businesses or developers seeking NMTC financing for high-impact projects nationwide. While new business development is not the primary focus initially, it is expected to become an integral part of the role to support growth and develop processes. Candidates with experience in client management, new business development, and client sales leads are highly desired. Performance is rewarded with professional growth opportunities within the team.
Requirements
- Ten+ years of commercial mid-market or CRE lending, structured finance and/or NMTC or subsidy related accounting.
- Work experience with NMTCs or community development finance.
- Demonstrated analytical, organizational, interpersonal, project management, and communication skills.
- Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies.
- Understanding of financials, operating performance, proformas and budgets.
- An undergraduate degree in Business Administration with emphasis in Accounting, Finance, or real estate preferred.
- While remote work is applicable on limited or seasonal basis, the successful candidate will have a willingness to work in BT Offices on a regular basis and to travel as required [generally short duration].
Nice To Haves
- Candidates managing clients while successfully developing new business and/or client sales leads are highly desired.
Responsibilities
- Pursue leads for new projects and successfully close the financing or new business opportunity
- Establish and maintain relationships with NMTC financing parties including community development entities, investors, and lenders
- Lead process of marketing NMTC projects to community development entities and investors
- Project management including educating potential borrower’s on NMTCs timeline, success strategy, process, and structure
- Assist clients with financing structures to support NMTC financings
- Prepare preliminary financial structures / models
- Prepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investors
- Secure and negotiate term sheets from all parties
- Oversee the gathering, organizing, and analyzing of due diligence
- Oversee the closing and documentation of the NMTC financing
- Perform as an industry leader internally and externally, representing Baker Tilly and the NMTC team through outreach efforts, internal and external meetings/events, and client interactions
- Assist with growing the NMTC financing practice
- Staff management and people development; supervising and coordinating activities of other team members
Benefits
- Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
