Raymond James Financial, Inc

Treasury Management Sales and Strategy Manager

Raymond James Financial, Inc$130K — $275K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent in Business Administration or Marketing
  • 10+ years of experience in sales, business development, or treasury management
  • 6-10 years of managerial experience
  • Mastery level proficiency in Depository and Treasury Management products
  • Proven ability to work independently and build strong client relationships

Responsibilities

  • Manage the specialty sales portfolio and guide individual sales officers
  • Develop and execute strategies to enhance deposit and treasury relationships
  • Conduct joint and independent sales calling efforts
  • Provide education on Treasury Management products to team and clients
  • Oversee marketing collateral for depository and Treasury Management products
  • Manage operational risk and compliance during sales efforts
  • Communicate new processes and tools to enhance team performance

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and critical illness insurance
  • Disability benefits
  • Retirement savings plan
  • Paid time off including vacation, holidays, and sick leave
  • Parental leave
Full 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.

Job Description

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 and Experience Requirements:
  • 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


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


Education

Bachelor's: Business Administration, Bachelor's: Marketing

Work Experience

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

Certifications

Salary Range

$130,000.00-$275,000.00

Travel

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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

Similar Jobs

More Jobs at Raymond James Financial, Inc

More Finance & Insurance Jobs

Find similar Treasury Management Sales and Strategy Manager jobs: