• Head of Treasury Management Sales and Strategy

    Raymond James Financial, Inc. (Pittsburgh, PA)


    Summary of the** **Position:

    The Head of Treasury Management Sales and Strategy, also known as the Head of TM, is responsible for leading and directing the team to achieve business results and goals. This role involves developing and implementing comprehensive strategies to enhance the bank's treasury management services, identifying market opportunities, setting strategic goals, and ensuring alignment with the bank's overall objectives. The Head of TM also leads the adoption of new technologies and innovative solutions to improve treasury management services, including evaluating and implementing treasury management systems, and driving digital transformation initiatives. Additionally, the Head of TM is tasked with providing leadership and direction to the treasury management team, setting performance goals, providing coaching and development, and ensuring the team is aligned with the bank's strategic objectives. The role also involves ensuring compliance with internal policies and external regulations related to treasury management activities, developing and implementing compliance frameworks, conducting regular audits, and staying up-to-date with regulatory changes.

    Primary Functions of the** **Position:

    + Develop and implement comprehensive strategies to enhance the bank's treasury management services. This includes identifying market opportunities, setting strategic goals, and ensuring alignment with the bank's overall objectives

    + Lead the adoption of new technologies and innovative solutions to improve treasury management services. This includes evaluating and implementing treasury management systems, and driving digital transformation initiatives

    + Leads and influences team members to achieve bank / segment objectives

    + Monitors business results / metrics and adapts sales strategies and tactics accordingly. Develops and oversees the execution of strategic plans

    + Manages risk / return for new and/or existing clients. Actively identify situations that require higher and/or expanded levels of risk management

    + Manages effective channels of senior internal and external relationships, such as regional or industry relationships, to actively acquire new clients and/or expand existing clients and enhance client experience

    + Networks within the industry and may serve in a leadership role in the region, industry, or market while assisting other team members in developing their network

    + Coaches team to leverage reporting and sales tools (CRM) to track and monitor progress related to sales pipelines

    + Develops team members while monitoring progress against goals. Identifies high-potential individuals, motivates and develops staff, including acquiring and retaining top talent and managing performance-based issues

    + Effectively plans, organizes, directs, analyzes and evaluates staff and processes

    + Connects strategy to day-to-day activities and updates the team on a regular basis

    + Provide leadership and direction to the treasury management team. This includes setting performance goals, providing coaching and development, and ensuring the team is aligned with the bank's strategic objectives

    + Ensure compliance with internal policies and external regulations related to treasury management activities. This includes developing and implementing compliance frameworks, conducting regular audits, and staying up-to-date with regulatory changes

    Education and Experience** **Requirements:

    + Bachelor’s Degree or equivalent

    + Minimum of 10 years combined sales and depository / treasury management experience or industry-relevant experience of 15+ years

    + Certified treasury Professional (CTP) preferred but not required

    + Proven leadership experience with a moderate to large scope of responsibility is required.

    Essential Skills and** **Abilities:

    + Exceptionalinterpersonal,communication,andpresentationskills

    + 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