Real Estate Institutional Fund Group Client Manager

Regions Bank•Dallas, TX

5d•Onsite

About The Position

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.

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
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.

Nice To Haves

Series 79 and 63 preferred

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