Senior Treasury Management Sales Leader, Family Office

Raymond James; Pittsburgh (Allegheny County); Hybrid; USD 130,000 - 275,000; Full time

Benefits offered by this job

Hybrid work model

Benefits package including medical,d<

Job summary

Raymond James in Pittsburgh seeks a Senior Treasury Management Sales Team Leader to drive growth in Family Office and Wealth Management segments. You will lead a small team while maintaining hands-on business development and client relationships.

The role covers originating new Treasury Management relationships, deepening existing engagements, and collaborating with Wealth Management partners. A candidate with 10+ years in sales or treasury management and experience with Family Offices or RIAs

Qualifications

• Bachelor's degree or equivalent required.
• 10+ years in sales, business development, deposit-centric or treasury management sales.
• Experience with Family Offices, Wealth Management firms, RIAs or private banks.

Responsibilities

• Mastery of Depository and Treasury Management products.
• Joint and independent sales calling to cross-sell solutions.
• Consult with deposit-centric clients by phone and in person.
• Develop sales processes, procedures, and department goals.

Skills

Sales leadership

Relationship management

Strategic selling

Communication skills

Team leadership

Education

Bachelor's Degree

CTP designation preferred

Tools

CRM systems

Job description

Raymond James in Pittsburgh seeks a Senior Treasury Management Sales Team Leader to drive growth in Family Office and Wealth Management segments. You will lead a small team while maintaining hands-on business development and client relationships.

The role covers originating new Treasury Management relationships, deepening existing engagements, and collaborating with Wealth Management partners. A candidate with 10+ years in sales or treasury management and experience with Family Offices or RIAs