transaction manager

Cushman & Wakefield

<div>Job Title
Sr. Transaction Manager
Job Description Summary
As a member of Cushman &amp; Wakefield&rsquo;s Portfolio Advisory Group, the Sr. Transaction Manager will be dedicated to one or more of Cushman &amp; Wakefield&rsquo;s most dynamic client accounts. In this role, you will collaborate closely with peers and the account team to support a client's strategic real estate vision. As the Sr. Transaction Manager, you will be responsible for the day-to-day transaction management oversight for a complex real estate portfolio . Responsibilities include: diligent oversight of transactions from initiation through execution, program management of stakeholder inputs, and oversight of account team support including, but not limited to, transaction mangers, transaction coordinators, and/or transaction analysts. The Sr. Transaction Manager shall also be accountable for client budgeting, internal revenue management, and adherence to account and transaction level KPIs. The Sr. Transaction Manager will embody our team philosophy &ldquo;Client First, Insight Always, Execution Excellence&rdquo;, ensuring every deliverable reflects the team&rsquo;s commitment to innovation, collaboration, and measurable impact.
Job Description
Essential functions and responsibilities
General:<ul><li>
Implement portfolio plans with client&rsquo;s real estate goals and objectives in mind</li><li>
Optimize and integrate portfolio with clients&rsquo; workplace strategy</li><li>
Collaborate with brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease, sale, build-to-suit, sublease and purchase</li><li>
Collaborate with a broad range of internal contributors and client stakeholders</li><li>
Manage the flow of key documentation and client communications</li><li>
Work with the clients&rsquo; operational groups at all levels to identify real estate needs</li><li>
Prepare, review, and interpret financial analysis/accounting concepts</li><li>
Report all transaction revenue</li><li>
Ensure accuracy of all transaction reports and client materials</li><li>
Present transaction activity to client/C&amp;W management</li><li>
Participate in all client/C&amp;W business reviews</li><li>
Lead and/or facilitate client meetings</li><li>
Provide supervision for transactional team members and others team members supporting the transaction activity of the relationship</li></ul>
Process Management:<ul><li>
Process and program management development and implementation</li><li>
Implement standardized processes that create maximum efficiencies and add value</li><li>
Oversee development and continuous improvement of standard forms and procedures</li><li>
Develop performance measurements for internal benchmarking</li><li>
Create and implement account operations manual/playbook</li></ul>
Transaction Management:<ul><li>
Oversee transaction service delivery</li><li>
Coordinate and manage transaction teams</li><li>
Oversee/manage field broker selection process</li><li>
Determine clients' needs and communicate project parameters</li><li>
Oversee negotiations and management of transactions</li><li>
Collaborate with portfolio administration team to help ensure data accuracy</li><li>
Coordinate legal review of all client leased/owned documents</li><li>
Ensure accuracy of financial data and reporting</li><li>
Resolve landlord/tenant disputes</li><li>
Coordinate client site visits/market tours</li><li>
Ensure all state real estate standards are met</li><li>
Oversee budgeting and revenue tracking of all transactions</li><li>
Manage client rebate account</li></ul>
Strategic Planning:<ul><li>
Lead the development of strategic plans and provide strategic real estate advice to clients</li><li>
Identify occupancy cost savings strategies</li><li>
Develop occupancy expansion/contraction strategies</li><li>
Ensure implementation of agreed upon strategy</li><li>
Produce and/or support business case development</li><li>
Prepare reports, data and financial analyses toward the completion of a strategic plan</li><li>
Execute strategies by developing action plans</li><li>
Quantify and report on occupancy cost savings and value add analyses</li></ul>
Key Competencies
Client Service Skills Communication Proficiency (oral and written) Presentation Skills Financial Analysis Negotiation Skills Leadership Organization Skills Teamwork Orientation Multi-Tasking Strategic Planning.
Important education<ul><li>
Bachelor&rsquo;s degree required in any related field</li></ul>
Important EXPERIENCE<ul><li>
7+ years real estate experience in transaction management or corporate real estate</li><li>
Experience with high-level, complex transaction management including experience in lease negotiations and strategy</li></ul>
Additional eligibility qualifications<ul><li>
Must obtain and hold state real estate salesperson license</li><li>
LEED, MCR, CCIM designations are a plus</li><li>
Ability to read and understand commercial real estate transaction documents, such as a lease, purchase &amp; sale agreement, sublease agreement, SNDA, estoppel, assignment agreement, etc.</li></ul> 

Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. 

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate&rsquo;s experience and qualifications. 

The company will not pay less than minimum wage for this role. 

The compensation for the position is: $ 127,500.00 - $150,000.00
Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.
INCO: &ldquo;Cushman &amp; Wakefield&rdquo;</div>

Sr. Transaction Manager

<div>Job Title
Sr. Transaction Manager
Job Description Summary
Responsible for the day-to-day transaction management oversight for a complex and/or prominent portfolio of properties on behalf of one or more National and/or Global Corporate Services clients. Responsibilities include: market optimization planning, internal/external workflow monitoring to ensure consistent quality of service and work product and management and/or oversight of team Transaction Managers and Transaction Coordinators. In addition, responsible for budgeting, revenue and profit tracking of all transactions as well as reporting profitability results to Account Director and/or senior management.
Job Description
Job Description
<ul><li>Implement portfolio plans with client&rsquo;s real estate goals and objectives in mind
</li><li>Optimize and integrate portfolio with clients&rsquo; work place strategy
</li><li>Collaborate with C&amp;W and non-C&amp;W brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease, sale, sublease and purchase
</li><li>Align C&amp;W and clients other real estate functions to ensure consistency of service areas
</li><li>Manage the flow of key documentation and client communications
</li><li>Work with the clients&rsquo; operational groups at all levels to identify real estate needs
</li><li>Prepare, review, and interpret financial analysis/accounting concepts
</li><li>Report all transaction revenue
</li><li>Ensure accuracy of all transaction reports and client materials
</li><li>Present transaction activity to client/C&amp;W management
</li><li>Participate in all client/C&amp;W business reviews
</li><li>Lead and/or facilitate client meetings
</li><li>Provide supervision for Transaction team members and others team members supporting the transaction activity of the relationship
</li></ul>Process Management
<ul><li>Process and program management development and implementation
</li><li>Implement standardized processes that create maximum efficiencies and add value
</li><li>Oversee development and continuous improvement of standard forms and procedures
</li><li>Develop performance measurements for internal benchmarking</li><li>Create and implement account operations manual/playbook
</li></ul>Transaction Management
<ul><li>Oversee transaction service delivery
</li><li>Coordinate and manage transaction teams
</li><li>Oversee/manage field broker selection process
</li><li>Determine clients' needs and communicate project parameters
</li><li>Oversee negotiations and management of transactions
</li><li>Collaborate with portfolio administration team to help ensure data accuracy
</li><li>Coordinate legal review of all client leased/owned documents
</li><li>Ensure accuracy of financial data and reporting
</li><li>Resolve landlord/tenant disputes
</li><li>Coordinate client site visits/market tours
</li><li>Ensure all state real estate standards are met</li><li>Oversee budgeting and revenue tracking of all transactions
</li><li>Manage client rebate account
</li></ul>Strategic Planning
<ul><li>Lead the development of strategic plans and provide strategic real estate advice to clients
</li><li>Identify occupancy cost savings strategies
</li><li>Develop occupancy expansion/contraction strategies
</li><li>Ensure implementation of agreed upon strategy
</li><li>Produce and/or support business case development
</li><li>Prepare reports, data and financial analyses toward the completion of a strategic plan
</li><li>Execute strategies by developing action plans
</li><li>Quantify and report on occupancy cost savings and value add analyses
</li></ul>Requirements
<ul><li>Must obtain and hold state real estate salesperson license
</li><li>Ability to read and understand commercial real estate transaction documents, such as a lease, purchase &amp; sale agreement, sublease agreement, SNDA, estoppel, assignment agreement, etc.
</li><li>5+ years real estate experience in transaction management or corporate real estate
</li><li>Experience with high-level, complex transaction management including experience in contract management/compliance</li></ul> 

Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. 

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate&rsquo;s experience and qualifications. 

The company will not pay less than minimum wage for this role. 

The compensation for the position is: $ 97,750.00 - $115,000.00
Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.
INCO: &ldquo;Cushman &amp; Wakefield&rdquo;</div>

milehimodern

// transaction manager | job descriptionWho We Are:We are milehimodern, a real estate brokerage focused on the artistry of living. By placing a profound emphasis on design, architecture, and community, we have the privilege of selling the coolest homes in the Denver + Boulder area. We are growing quickly and are in search of someone that loves to be part of innovation within a unique company.As a Transaction Manager, you will provide exceptional concierge-level service for our Denver + Boulder top real estate brokers. Attention to detail and exceptional real estate experience are a must as you assist our agents at a high-level throughout the entire transaction process.Requirements:&middot; This position is hybrid Monday-Friday 8:30am-5:00pm (split between DTC office, Cherry Creek office + work from home)&middot; Colorado real estate active license is required&middot; Residential Real Estate Transaction Manager experience is required&middot; Proficient in CTM, REcolorado, IRES, Skyslope, Microsoft platformsTransaction Manager Roles + Responsibilities:&middot; Execute company process to facilitate under contract to close&middot; Communicate effectively with brokers, leadership and vendors&middot; Create and implement systems to help support the functionality and growth of the business&middot; Change status in MLS to Under Contract&middot; Complete Closing Contact Sheet&middot; Earnest Money- maintain a copy of the EM check &amp; receipt for the office file&middot; Order title work and include additional commission letter (if applicable)&middot; Send contract information to all parties&middot; Enter under contract information into SkySlope&middot; Create a Calendar to track contract dates and deadlines through CTM&middot; Assist in preparation of Inspection Notices/Amend Extends&middot; Monitor CTM notificationsCompensation Package:&middot; Annual Salary: $70,000-$75,000 (based on skills + qualifications)&middot; Paid time off, 401k, health insurance + profit sharing benefitsMilehimodern is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state or local laws.Job Type: Full-timePay: $70,000.00 - $75,000.00 per yearBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li><li>Professional development assistance</li></ul>Experience:<ul><li>Residential Real Estate Transaction Manager: 3 years (Required)</li></ul>License/Certification:<ul><li>Colorado Residential Real Estate License (Required)</li></ul>Work Location: In person

Real Estate Transaction Manager

BROCKMAN GROUP

Brockman Group LLC | Denver, COBrockman Group is a boutique commercial real estate firm focused on acquisitions and dispositions across Colorado and nationwide. We operate as both brokers and principals, bringing an ownership mindset to every transaction.We are seeking a highly organized, detail-oriented Operations &amp; Transaction Manager to support active deal flow and day-to-day operations.Responsibilities<ul><li>Coordinate due diligence for acquisitions and dispositions</li><li>Track and manage transaction timelines from contract to closing</li><li>Coordinate closings with title, lenders, attorneys, and consultants</li><li>Interface with third-party vendors (inspectors, surveyors, environmental, etc.)</li><li>Organize and maintain deal files, documents, and internal systems</li><li>Support brokerage and ownership transactions across multiple deals</li><li>Provide general operational and administrative support</li><li>Assist ownership with limited executive/personal support tasks</li><li>Continuously find ways to improve upon existing processes and make recommendations as needed</li><li>Take full ownership of all updates and changes to the operating procedures</li><li>Interface and maintain relationship with vendors</li><li>General tasks related to real estate transactions</li><li>General tasks related to real estate ownership</li><li>Assist in accounting with owned properties</li><li>Database management</li><li>Document storage and management</li><li>Social media management</li><li>Office organization</li></ul>Qualifications<ul><li>Highly organized with strong attention to detail</li><li>Ability to manage multiple priorities and deadlines</li><li>Strong communication skills (written and verbal)</li><li>Proactive, self-starter mindset</li><li>High level of professionalism and discretion</li></ul>Technical Skills<ul><li>Proficient in Microsoft Outlook and Microsoft Word (required)</li><li>Microsoft Excel (preferred, not required)</li></ul>Compensation<ul><li>$90,000 annual salary</li><li>Merit-based bonus opportunity</li><li>No benefits offered</li></ul>Location<ul><li>Denver, CO (in-office required)</li></ul>Pay: $85,000.00 - $90,000.00 per yearWork Location: In person

Operations/Transactions Manager

The Royal Commission for AlUla

<div>
 
 
 
 Job Purpose:
 
 
 
 
 
 
 
 Play a key role in structuring, procuring, and executing large-scale Public Private Partnership (PPP) projects across infrastructure and social infrastructure sectors. In addition, manage the full PPP transaction lifecycle, including project preparation, coordination with the National Center for Privatization (NCP), engagement with investors, and close collaboration with transactional, legal, technical, and financial advisors and ensure PPP projects are structured in compliance with national PPP frameworks, bankable, and aligned with RCU&rsquo;s strategic objectives.
 
 
 
 
 
 
 
 Key Accountabilities:
 
 
 
 
 
 
 <ul>
 <li>
 Support negotiations up to preferred bidder appointment and financial close.
 </li>
 <li>
 Ensure compliance with PPP governance frameworks, national regulations, and RCU bylaws.
 </li>
 <li>
 Work closely with internal sector teams, legal, finance, procurement, and technical stakeholders.
 </li>
 <li>
 Contribute to evaluation reports and recommendations on preferred bidders.
 </li>
 <li>
 Support bid evaluation processes, including financial, commercial, and compliance assessments.
 </li>
 <li>
 Manage bidder queries, clarification processes, and data room coordination.
 </li>
 <li>
 Support the preparation and issuance of RFIs, RFQs, and RFPs for PPP projects in coordination with NCP and advisors.
 </li>
 <li>
 Support communications with sponsors, lenders, and consortium members throughout the procurement process.
 </li>
 <li>
 Assist in assessing investor appetite, risk perceptions, and bankability considerations for PPP projects.
 </li>
 <li>
 Support investor engagement activities, including market soundings, investor briefings, and clarification processes.
 </li>
 <li>
 Ensure alignment between advisor outputs and RCU strategic, financial, and operational objectives.
 </li>
 <li>
 Support the management of advisor scopes, deliverables, and review cycles.
 </li>
 <li>
 Coordinate closely with appointed transactional, legal, financial, and technical advisors to ensure timely delivery of project milestones.
 </li>
 <li>
 Act as a key working-level interface with the National Center for Privatization (NCP) on assigned PPP projects.
 </li>
 <li>
 Coordinate internal approvals and governance processes throughout the PPP lifecycle.
 </li>
 <li>
 Support the preparation of PPP business cases, financial models, and value-for-money assessments.
 </li>
 <li>
 Assist in defining project scope, risk allocation, payment mechanisms, and commercial structures in coordination with NCP and advisors.
 </li>
 <li>
 Support the structuring and execution of PPP projects in infrastructure and social infrastructure sectors in line with national PPP regulations.
 </li>
 </ul>
 
 
 
 
 
 
 Managerial Responsibilities:
 
 
 
 
 
 
 <ul>
 <li>
 Provide input to the sector&rsquo;s strategy from the Department's or Section's perspective in line with RCU overall vision and mission.
 </li>
 <li>
 Develop the Department's or Section's objectives, KPIs, annual operational plans and ensure plan execution is meeting the targets.
 </li>
 <li>
 Contribute to the preparation of the Department's or Section's annual budget and monitor the financial performance of the Department or Section.
 </li>
 <li>
 Implement and execute the Department's or Section's policies and procedures. Oversee the overall performance of the section and ensure KPI&rsquo;s are well developed, cascaded, communicated and monitored.
 </li>
 <li>
 Ensure effective staffing, professional development and deployment of staff of the Department or Section in consultation with the Sector Executive or (Executive) Director.
 </li>
 </ul>
 
 
 
 
 
 
 Job Requirements:
 
 
 
 
 
 
 
 &bull; Bachelor&rsquo;s degree in Finance, Economics, Business Management, Accounting, or a related field.
 
 
 &bull; 6 years of relevant experience with 2 years in a managerial role.
 
 
 &bull; Experience in PPPs, infrastructure transactions, advisory, or government investment roles.
 
 
 &bull; Hands-on experience supporting PPP procurement and transaction execution.
 
 
 &bull; Experience working with national PPP units (e.g., NCP) and external advisors is a strong advantage.
 
 
 &bull; Written and Oral proficiency of Arabic &amp; English languages.
 
 
 &bull; Excellent communication skills.
 
 
 &bull; Time management and organization skills.
 
 
 &bull; Familiarity with standards, regulations, best practices, and performance standards.
 
 
 &bull; Maintains a high standard of professionalism, presentation, personal integrity, and customer support.
 
 
 &bull; Decision-making ability and leadership skills.
 
 
 &bull; Strategic Thinking.
 
 
 &bull; Advanced Finance professional qualification preferred. such as CFA , ACCA, CPA.
 
</div>

Transactional Manager

Bayut KSA - بيوت السعودية

<div>
 
 Bayut is the number one property portal in the Kingdom, connecting millions of users across the country. We are committed to delivering the best online search experience. As part of Dubizzle Group, Bayut is alongside some of the strongest classifieds brands in the market. With a collective strength of 10 brands, we have more than 200 million monthly users that trust in our dedication to providing them with the best platform for their needs.
 
 
 
 The Assistant Manager - Operations (Sales Ops) will be responsible for end-to-end execution of post-sale transaction operations for Bayut KSA. The role ensures payment verification, documentation compliance, SPA control, revenue readiness, and stakeholder coordination, enabling predictable revenue recovery and smooth transaction closure, internal and external customer support. This position plays a critical execution role within the centralized Sales Ops function and works closely with Sales, Commercial, Finance, Developers, and Customer Support teams. The Assistant Manager will manage and guide associate-level team members, ensuring task execution, performance tracking, and continuous development within the operations team.
 
 
 
 
 
 In this role, you will:
 
 
 
 <ul>
 <li>
 Oversee receipt and verification of customer payments
 </li>
 <li>
 Ensure payment proofs are complete, legitimate, and submitted within defined timelines
 </li>
 <li>
 Coordinate with Finance for confirmation and reconciliation
 </li>
 <li>
 Track payment-related SLAs and escalate delays or discrepancies
 </li>
 </ul>
 <ul>
 <li>
 Review and verify booking forms for accuracy and completeness
 </li>
 <li>
 Ensure alignment between:
 </li>
 <ul>
 <li>
 Booking forms
 </li>
 <li>
 CRM records
 </li>
 <li>
 Payment details
 </li>
 </ul>
 <li>
 Coordinate issuance, receipt, and verification of Sale &amp; Purchase Agreements (SPAs)
 </li>
 <li>
 Ensure SPA details match system records and booking data
 </li>
 <li>
 Maintain proper documentation logs and audit trails
 </li>
 </ul>
 <ul>
 <li>
 Track SPA issuance status for all applicable transactions
 </li>
 <li>
 Ensure SPAs are:
 </li>
 <ul>
 <li>
 Issued by developers
 </li>
 <li>
 Signed by relevant parties
 </li>
 <li>
 Verified before transaction closure
 </li>
 </ul>
 </ul>
 <ul>
 <li>
 Support revenue recognition readiness by ensuring transactions meet all documentation and verification criteria
 </li>
 <li>
 Coordinate with Finance on invoice eligibility and supporting documentation
 </li>
 <li>
 Prepare and maintain transaction visibility reports, including:
 </li>
 <ul>
 <li>
 DP vs SPA aging
 </li>
 <li>
 Verified Closed Won status
 </li>
 <li>
 Developer-wise recovery readiness
 </li>
 </ul>
 </ul>
 <ul>
 <li>
 Liaise with:
 </li>
 <ul>
 <li>
 Sales teams for transaction follow-ups
 </li>
 <li>
 Documentation teams for SPA execution
 </li>
 <li>
 Finance for invoicing and reporting
 </li>
 <li>
 Developers for SPA sharing and acknowledgements
 </li>
 </ul>
 <li>
 Ensure developer documentation expectations are met within agreed timelines
 </li>
 </ul>
 <ul>
 <li>
 Support internal sales teams through Ops/Sales Ops hotline for transaction-related queries
 </li>
 <li>
 Assist in customer-facing support related to transaction execution, documentation, and complaints
 </li>
 <li>
 Coordinate resolution of transaction-related issues, including refunds where applicable
 </li>
 </ul>
 <ul>
 <li>
 Ensure compliance with approved policies, SOPs, and workflows
 </li>
 <li>
 Identify execution gaps, bottlenecks, or recurring issues
 </li>
 <li>
 Proactively suggest process improvements to enhance efficiency and reduce leakage
 </li>
 <li>
 Support implementation of system-driven controls and CRM adoption
 
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 
 <ul>
 <li>
 Bachelor's degree in Business Administration, Operations Management, Finance, or a related field
 </li>
 <li>
 Additional certifications in operations, compliance, or project management are a plus
 </li>
 <li>
 5-7 years of experience in: Operations, Sales Operations, Transaction management
 </li>
 <li>
 Real estate operations (preferred)
 </li>
 <li>
 Prior experience working in post-sale execution or documentation-heavy roles is highly desirable
 </li>
 <li>
 Experience in KSA / GCC real estate environment is a strong advantage
 </li>
 <li>
 Strong understanding of transaction workflows
 </li>
 <li>
 Payment verification and documentation handling
 </li>
 <li>
 Ability to manage SPAs and complex documentation processes
 </li>
 <li>
 Reporting and dashboard preparation (Excel / CRM-based)
 </li>
 <li>
 High attention to detail
 </li>
 <li>
 Strong follow-up and ownership mindset
 </li>
 <li>
 Ability to coordinate across multiple teams without authority bias
 </li>
 <li>
 Comfortable working with CRMs and internal systems
 </li>
 <li>
 Strong MS Excel / Google Sheets skillsEnglish: Professional proficiency
 </li>
 <li>
 Arabic: Preferred (especially for coordination with developers and customers)
 </li>
 <li>
 Adaptability
 </li>
 <li>
 High level of integrity
 </li>
 <li>
 Highly organised and detail-oriented
 </li>
 <li>
 Ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 High-performing and fast-paced work environment
 </li>
 <li>
 Comprehensive Health Insurance
 </li>
 <li>
 Rewards and recognition
 </li>
 </ul>
 <ul>
 <li>
 Learning &amp; Development
 
 </li>
 </ul>
 
 Bayut is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 
 
 #KSABayut
 
</div>

Assistant Manager - Sales Operation

HSBC

<div>
 
 
 
 About HSBC:
 
 
 
 
 HSBC Saudi Arabia provides investment banking services to the full spectrum of corporate and institutional clients in both the private and government sectors, including public companies; private companies and establishments; funds; government agencies; and family businesses and offices.
 
 
 
 
 
 
 Role Purpose
 
 
 (overall high level summary of the role)
 
 
 
 
 Some careers have more impact than others.
 
 
 
 
 
 
 If you&rsquo;re looking for a career where you can make a real impression, join HSBC and discover how valued you&rsquo;ll be.
 
 
 
 
 
 We&rsquo;re building the world&rsquo;s most powerful corporate and institutional bank &ndash; one that sets the standard for international commerce and institutional partnership. Our strength lies not just in our scale, but in our people, the unmatched power and depth of our international network, our distinctive global client franchise and the quality of our services. These are the cornerstones of our leadership in payments, trade, FX and corporate financing, and underpin our commitment to meet today&rsquo;s demands and shape the financial system of tomorrow.
 
 
 
 
 
 We are currently seeking an ambitious Agency experienced to join our Issuer Services team, to manage a portfolio of client relationships, with a focus on developing effective relationships with key clients.
 
 
 
 
 
 
 In this role, you will:
 
 
 
 
 
 <ul>
 <li>
 Build effective customer relationships ensuring that Issuer Services (ISV) requirements are fully understood by the client and in turn client requirements, industry developments, and competitor information is articulated within ISV. This will involve liaison with the Global Relationship Managers and client visitation.
 </li>
 <li>
 Visit a minimum of top 5 clients on an annual basis with a stretch target of 10. Client visitation schedules to be in place and tracked. For certain key clients&rsquo;, visits to be on a more frequent basis.
 </li>
 <li>
 Monitor adherence to service level agreements, collating data, providing feedback, resolving operational deficiencies and implementing action plans where SLAs are not met by either ISV or the client.
 </li>
 <li>
 Cascade formal client surveys to the clients to solicit feedback
 </li>
 <li>
 Establish strong relationships with the client and seek out retentive opportunities as well as new opportunities, assisting the Business Development Manager.
 </li>
 <li>
 Be dealing with various product types, including conventional bonds, structured finance, project finance, syndicated loans, infrastructure finance, project bonds, Islamic finance and escrows.
 </li>
 <li>
 Be required to service transactions mainly focusing on, amongst others, the role of paying agent/fiscal agent/ escrow agent/custodian/account bank/cash manager/facility agent/security agent as well as dealing with amendment requests to existing transactions which will require co-ordinating comments with external counsel and peers.
 </li>
 <li>
 Be responsible for working closely with the Transaction Managers to ensure the smooth on-boarding of new transactions and effecting a successful take-over from the relevant Transaction Management teams for post-closing administration.
 </li>
 <li>
 In addition to having full deal oversight, be also be required to manage the non-operational aspects of these deals along with the Transaction Manager. This will include the deal closing process (including conditions precedent/subsequent matters); the managing of amendments, waivers and consent with internal and external parties (including client, lenders and counsel); managing internal processes (such as annual client reviews, internal escalation for problem/defaulted deals); and acting as a focal point for deal issue escalation
 </li>
 <li>
 Working closely with Client Services teams in other ISV offices on transactions, as appropriate. The Jobholder is expected to create a trusted partnership with the various other Client Service teams within ISV in order to maintain a high level of collaboration
 </li>
 <li>
 Provide operational support and assistance (for the client portfolio) on any related issues to the Centre of Excellence (CoE) teams in Malaysia and India, and act as an escalation point for local management.
 </li>
 <li>
 Weekly monitoring of new transactions (mandates/bids) to ensure any operational issues can be flagged in advance of on boarding.
 </li>
 <li>
 Ensure we enhance, enrich and deliver a smooth on boarding experience for the client. Ensure coordination with all internal stakeholders to ensure all on boarding requirements are being delivered on schedule.
 </li>
 <li>
 Review any non-core product or service requirements requested by the client and assess operational viability.
 </li>
 <li>
 Completion of all Business Risk Reviews (BRR&rsquo;s) on a monthly basis in a timely and accurate manner.
 </li>
 <li>
 Work closely with our Business Development Team to accompany and enhance the quality of our sales pitches.
 </li>
 <li>
 Ensure Treating customers fairly principles are adhered to at all times.
 </li>
 <li>
 Identify process/technology improvements for clients which will benefit client experience.
 </li>
 <li>
 Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to client needs that span geographical/product boundaries and regulatory environments.
 </li>
 </ul>
 
 
 
 
 
 Qualifications/Experience:
 
 
 
 
 To be successful in the role, you should meet the following requirements:
 
 
 
 
 
 <ul>
 <li>
 Previous experience in a comparable role within Issuer Services/Capital Markets, Client Services.
 </li>
 <li>
 Strong networking and presentation skills required to build and enhance client relationships.
 </li>
 <li>
 Strong client network in the Saudi &amp; MENAT market would be a preference.
 </li>
 <li>
 Strong system and modelling skills.
 </li>
 <li>
 Proven ability to communicate with several teams on a daily basis both locally and globally.
 </li>
 <li>
 Ability to multi-task and manage frequently changing priorities.
 </li>
 <li>
 Sound understanding of legal documentation governing roles/products supported.
 </li>
 <li>
 Graduation degree is a must.
 </li>
 </ul>
 
 
 
 
 
 *Please note that this job ad will close in 3 weeks (22/04/2026)
 
 
</div>

Client Services Officer - Issuer Services

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