Treasury Solutions Sales Manager, Private Bank

JP Morgan Chase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. is seeking a Treasury Sales Manager for Private Bank Treasury Services in New York.

The role focuses on managing a portfolio of Fund, Family Office, and Foundation clients, designing liquidity, receivables and payments solutions, and driving annual revenue growth through proactive relationship management. The TSM will own the full sales lifecycle, coordinate with bankers, implementation and CSO teams, and lead cross-functional efforts to deliver risk-aware, client-centric

Qualifications

• 5+ years of experience in treasury management, sales and relationship management.
• Bachelor’s degree in Finance or a related field.
• Treasury management expertise across liquidity, investments, receivables and payments.
• Proven proficiency in consultative and solution selling, including prospecting and closing new business.
• Strong relationship management and account planning abilities with a track record of delivering results.
• Excellent verbal and written communication skills and proficiency with Microsoft Office and internet-based systems.
• Strong organizational, time management and planning skills with ability to mobilize internal resources.

Responsibilities

• Pipeline and portfolio management with active sales plans to drive revenue growth.
• Lead discovery conversations and translate client needs into treasury solutions within risk parameters.
• Maintain client engagement and serve as the single contact for payments strategy and coordination.
• Coordinate with Implementation and CSO teams to ensure smooth handoffs and delivery.
• Mentor junior sales associates and analysts to strengthen team capability.

Skills

Treasury sales

Relationship management

Account planning

Consultative selling

Communication skills

MS Office

Education

Bachelor's degree in Finance

Tools

PowerPoint

Excel

Word

Job description

JPMorgan Chase & Co. is seeking a Treasury Sales Manager for Private Bank Treasury Services in New York.

The role focuses on managing a portfolio of Fund, Family Office, and Foundation clients, designing liquidity, receivables and payments solutions, and driving annual revenue growth through proactive relationship management. The TSM will own the full sales lifecycle, coordinate with bankers, implementation and CSO teams, and lead cross-functional efforts to deliver risk-aware, client-centric