Head of Liquidity Sales & Advisory

TIH; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading company is seeking a Head of Liquidity Sales & Advisory in Charlotte, NC, to manage a team focusing on sales management and client relationships. The role requires substantial experience in treasury management and offers a competitive salary with comprehensive benefits.

Benefits

Medical, dental, and vision insurance

401(k) plan

Paid time off and holidays

Disability and life insurance

Qualifications

• 7 years of success in Treasury Management sales management.
• 2 years of management or supervisory experience.
• Proficiency in Microsoft Office products.

Responsibilities

• Manage Liquidity Sales & Advisory team and set strategic goals.
• Direct sales team in consultative selling practices.
• Develop top talent and maintain business relationships.

Skills

Sales management

Team selling

Portfolio management

Risk management

Education

Bachelor's degree

Master's degree in Business (preferred)

Job description

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Regular Or Temporary

Regular

Language Fluency: English (Required)

Work Shift

1st shift (United States of America)

Please Review The Following Job Description

Responsible for the overall management of the Liquidity Sales & Advisory team within the assigned client group (including business development and retention, talent management, portfolio pricing, risk management and compliance) to ensure strategic sales objectives are met, revenue and profit goals are achieved, and sales results are appropriately reported. Responsible for the selection, training, development, and evaluation of the teammates supervised. Establish and maintain strong working relationships with all business partners.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Overall management and direction of Liquidity Sales & Advisory team for teammates in assigned line of business and coverage, including vision and strategy development, establishment and accomplishment of profitability, growth and revenue goals, and creation and implementation of high-impact business, people and sales initiatives.
• Direct and coach the sales team in consultative selling practices and portfolio analytics.
• Drive sales utilizing various levers including pipeline discipline & management, client calling efforts, talent management rewards & compensation design and through market connectivity with clients, the Line of Business, Treasury Operations, Integrated Relationship Management partners, and others
• Develop, recruit and export top talent
• Represent organization both internally and externally, including industry presentations and internal meetings/discussions
• Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention
  
  

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree or an equivalent combination of education and related work experience.
• 7 years of demonstrated success in Treasury Management sales management or 10 years of experience in Treasury Management sales or related financial services management
• 7 years experience in team selling with a deal team concept
• 2 years of management or supervisory experience
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  
  

Preferred Qualifications

• Master's degree in Business or related field, or equivalent education and related training
• Certified Treasury Professional
• Experience working in liquidity and cash management environment, broad knowledge of Truist bank and products
  
  

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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