Treasury Management Sales and Strategy Manager

Raymond James, Inc.; New York (NY); Hybrid; USD 130,000 - 275,000; Full time

Benefits offered by this job

Benefits package

Hybrid work environment

Job summary

Raymond James is seeking a Treasury Management Sales and Strategy Manager to lead the Treasury Management Sales Team in delivering comprehensive depository and treasury solutions. You will execute the sales strategy, guide market efforts, and drive growth across national and regional client relationships.

This role requires strong leadership, consultative selling, and a track record of meeting annual sales goals.

Qualifications

• Bachelor's degree and 10+ years in sales or treasury management.
• Exceptional interpersonal, communication, and presentation skills.
• Ability to work independently and build relationships in a fast-paced environment.

Responsibilities

• Execute Treasury Management Sales Strategy and manage the specialty sales portfolio.
• Lead hiring, training and supervision of Treasury Management Sales team.
• Develop new and enhanced relationships with clients nationally and within the bank's footprint.

Skills

Interpersonal skills

Communication

Presentation skills

Time management

Organization

Analytical thinking

Problem solving

Independent work

Relationship building

Adaptability

Education

Bachelor's degree in Business Administration

10+ years in sales/treasury management

Job description

Job Description Summary The Treasury Management Sales and Strategy Manager (TMSS) will execute the Treasury Management Sales Strategy. The (TMSS) Manager is responsible for managing the specialty sales portfolio, individual sales officers/team and their performance. The (TMSS) oversees the Team’s sales strategy, including the hiring, training and supervision of the Treasury Management Sales team. The Team is responsible for developing new/enhanced business relationships with various clients nationally and within the Bank’s footprint. This position is also consultative selling role and is responsible for meeting individual and team annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Treasury Management Manager.

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

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. Education Bachelor’s: Business Administration, Bachelor’s: Marketing.

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.

Work Experience

General Experience – 10 to 15 years, Manager Experience - 6 to 10 years.

Salary Range

$130,000.00-$275,000.00

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

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever‑evolving company, you can start – or continue – growing your career here. We invest in you with wide‑ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people‑first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.