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 Experience
* Demonstrates 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 Marketing
* Oversees 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 Management
* Provides 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: Marketing
Work Experience
General Experience – 10 to 15 years, Manager Experience - 6 to 10 years
Certifications
Salary Range
$130,000.00-$275,000.00
Travel
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.