CareerPlan

Director, Non-Bank Financial Institutions, Treasury Management Officer

New York, NY, USFull-time$195k–$326k2026-11-05 → 2026-11-09

Core

Director leading Global Transaction Banking for US-headquartered non-bank financial institutions (insurers, asset managers, pensions) with revenues >$2B, serving as a trusted advisor for CFOs and Treasurers on liquidity, payments, and working capital.

Role type

Director, Transaction Banking (Non-Bank Financial Institutions)

Builds

Global transaction banking solutions (liquidity, FX, working capital, digital payments) for NBFI clients

Domain

Global Transaction Banking / Non-Bank Financial Institutions

Required skills

global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital solutions, digital transformation, sales strategy, team leadership, stakeholder management, pricing strategy

Preferred skills

industry strategy execution, thought leadership, client relationship building

Technologies

global banking systems, transaction banking platforms

Responsibilities

Develop and implement strategies to secure new transaction banking business; serve as primary contact for CFOs and Treasurers; lead delivery of tailored thought leadership at industry events; manage relationship capital allocation and pricing strategy; build internal networks across countries and functions; lead team development and succession planning

Seniority

Director, strategic leadership with direct reports