Job Description

Description

:

At Regions, the Real Estate Institutional Fund Group (IFG) Client Manager oversees all facets of the client relationship including relationship management, portfolio oversight, strategic advisory, and financial and risk management, serving institutional clients across private funds, investment managers, and alternative providers.

Primary 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

    • This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

    This position is incentive eligible.

    Requirements

  • 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

    • Preferences

  • Series 79 and 63 preferred

    • Skills and Competencies

  • 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

    • This position will require daily, on-site attendance at our Charlotte, NC or Dallas, TX location.

    Position Type

    Full time

    Compensation Details

    Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

    The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

    Job Range Target:

    $166,515.00 USD$215,670.00 USD

    Incentive Pay Plans:

    This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.

    Benefits Information

    Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • 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

    • Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

    Location Details

    Dallas Uptown

    Location:

    Dallas, Texas

    Equal Opportunity Employer/including Disabled/Veterans

    Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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