CareerPlan

Associate Director, Non-Bank Financial Institutions

New York, NY, USFull-time$121k–$231k2026-11-05 → 2026-11-09

Core

Oversee a portfolio of global Non-Bank Financial Institutions (Insurers, Asset Managers, Broker/Dealers, Exchanges) to deliver Global Transaction Banking solutions including deposits, cash management, and trade finance.

Role type

Senior IC Treasury Management Officer (Sales)

Builds

Global transaction banking products and services for Non-Bank Financial Institutions

Domain

Financial Services / Global Transaction Banking

Deliverable

product features

Required skills

Global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital solutions, digital transformation, strategic pricing, pipeline management, executive stakeholder management

Preferred skills

Industry leading expertise in global transaction banking, thought leadership development

Technologies

N/A

Responsibilities

Develop and implement strategies to identify and secure new transaction banking business; Serve as the primary transaction banking relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers; Lead the delivery of thought leadership to the market, prospects, and clients at industry conferences and roundtables; Lead relationship capital allocation, RoRWA returns and pricing strategy discussions; Collaborate with internal partners including Group Treasury, Global Risk Management, and Capital Markets; Deploy an effective sales, KPI, and pipeline management strategy.

Seniority

Senior, hands-on IC