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 strategies for high-value financial institution clients
Domain
Financial Services / Treasury & Cash Management
Required skills
Cash management expertise, Treasury sales, Complex deal structuring, Risk management, Regulatory compliance, Senior client relationship management, Commercial acumen
Preferred skills
Masters degree, Experience with Asset Managers/Hedge Funds/PE
Technologies
N/A
Responsibilities
Structure and deliver tailored cash management solutions aligned with client liquidity needs; Identify and pursue new client opportunities; Design innovative solutions balancing commercial opportunity with risk; Act as strategic advisor to relationship managers and clients; Execute key strategic initiatives within the Financial Institutions Group; Share expertise with peers and junior colleagues; Ensure client activity meets regulatory requirements and firm policies
Seniority
Senior, hands-on IC