Cash Management Sales Officer
Core
Trusted advisor and subject matter expert shaping cash management solutions for Financial Institutions (Asset Managers, Insurance, Broker Dealers, Hedge Funds, PE/VC) to drive measurable business outcomes.
Role type
Senior IC treasury sales business development officer
Builds
Tailored cash management solutions and strategic treasury advice for high-value client portfolios
Domain
Financial services / Treasury and Cash Management
Required skills
Cash management expertise, Treasury sales, Complex deal structuring, Senior client relationship management, Regulatory compliance knowledge, Strategic advisory
Preferred skills
Masters degree, Experience in specific sub-sectors (Asset Managers, Insurance, etc.)
Technologies
N/A
Responsibilities
Structure and deliver tailored cash management solutions aligned with client operating models and liquidity needs. Identify and pursue new client opportunities through targeted outreach. Design innovative solutions balancing commercial opportunity with risk. Act as a strategic advisor to relationship managers and clients on treasury strategy. Execute key strategic initiatives within the Financial Institutions Group. Share expertise with peers and junior colleagues.
Seniority
Senior, hands-on IC