About this opportunity
TriState Capital Bank lists this Senior Treasury Management Sales Team Lead, Family Office and Wealth Management Treasury Management New York, NY Pittsburgh, PA opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Treasury Management Sales Team Lead, Family Office and Wealth Management
Department: Treasury Management
Location: New York, NY Pittsburgh, PA
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.
Primary Job Responsibilities:
Demonstrates mastery level proficiency in all Depository and Treasury Managementproducts
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
ProductMarketing Oversees all Marketing collateral as it relates to depository and Treasury Managementproducts
Provides education and knowledge of products to internal partners and to existing and prospectiveclients
ProductManagement Provides technical support for complex Deposit and Treasury Management sales callingefforts
Effectively manages operational risk andcompliance
Other responsibilities include, but are not limitedto: Facilitating new processes, tools, communications and training to ensure the bank’ssuccess
Acting as a brand ambassador for TriState with everyprospect
Education and Experience Requirements:
Bachelor’s Degree orequivalent
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:
Exceptionalinterpersonal,communication,andpresentationskills
Exceptional planning, time management, and organizationskills
Demonstrated analytical and problem-solvingcapabilities
Demonstrated ability to work independently and buildrelationships
Ability to work in a high-energy, fast-paced work environment and adapt quickly to changingcircumstances
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.