About this opportunity
Raymond James lists this Senior Treasury Management Sales Team Lead, Family Office and Wealth Management opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description Summary
The Senior Treasury Management Sales Team Leader is a sales leadership role responsible for driving growth, profitability, and market penetration within the Family Office and Wealth Management segments. This individual will serve as a player-coach, maintaining direct business development and client relationship responsibilities while leading and developing a small team of Treasury Management professionals. The successful candidate will have responsibility for helping to scale and build the team as the business grows.
Job Description Summary
The Senior Treasury Management Sales Team Leader is a sales leadership role responsible for driving growth, profitability, and market penetration within the Family Office and Wealth Management segments. This individual will serve as a player-coach, maintaining direct business development and client relationship responsibilities while leading and developing a small team of Treasury Management professionals. The successful candidate will have responsibility for helping to scale and build the team as the business grows.
The role will be accountable for originating new Treasury Management relationships, deepening existing client engagements, building referral networks, collaborating with Wealth Management and Financial Advisor partners, and developing vertical-specific strategies that enhance client acquisition, retention, and deposit growth. The successful candidate will have direct coverage experience with Family Offices and/or Wealth Management advisors, as well as a developed COI network in the space. This position reports directly to the EVP and Head of Treasury Management Sales and Strategy.Job Description
Primary Job Responsibilities:
Sales ExperienceDemonstrates mastery level proficiency in all Depository and Treasury Management products
Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends
Assists in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results
Product MarketingOversees all Marketing collateral as it relates to depository and Treasury Management products
Provides education and knowledge of products to internal partners and to existing and prospective clients
Product ManagementProvides technical support for complex Deposit and Treasury Management sales calling efforts
Effectively manages operational risk and compliance
Other responsibilities include, but are not limited to:Facilitating new processes, tools, communications and training to ensure the bank’s success
Acting as a brand ambassador for TriState with every prospect
Education And Experience Requirements
Bachelor’s Degree or equivalent
10+ years of experience in one or a combination of the following: sales, business development, deposit centric industries sales or treasury management sales experience
Experience working with Family Offices, Wealth Management firms, RIAs, Trust Companies, Private Banks, or related client segments.
Certified Treasury Management (CTP) designation preferred.
Essential Skills And Abilities
Exceptional interpersonal, communication, and presentation skills
Exceptional planning, time management, and organization skills
Demonstrated analytical and problem-solving capabilities
Demonstrated ability to work independently and build relationships
Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
Education
Bachelor’s: Business Administration, Bachelor’s: MarketingWork Experience
General Experience – 10 to 15 years, Manager Experience - 6 to 10 yearsCertifications
Salary Range
$130,000.00-$275,000.00Travel
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.We Expect Our Associates At All Levels To
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.