Executive Director – Global Cash Management & Treasury Sales (Corporate & NBFIs)
Core
Develop and grow international treasury management revenues for U.S.-headquartered Non-Bank Financial Institutions (NBFIs) and selected corporate clients by acting as a strategic advisor on global cash management solutions, liquidity structures, and payments.
Role type
Executive Director, Global Cash Management & Treasury Sales
Builds
Value-added domestic and global cash management solutions, liquidity structures, and payment/collection connectivity for sophisticated institutional clients.
Domain
Banking / Transaction Banking / Treasury Management
Deliverable
client delivery
Required skills
C-suite relationship management, strategic calling plan execution, RFP/RFI process management, complex implementation project leadership, cross-border team navigation, regulatory and market analysis, CRM pipeline management, multi-jurisdictional negotiation
Preferred skills
Certified Treasury Professional (CTP) certification, direct experience with NBFIs (asset managers, PE funds, hedge funds, insurance, fintechs), fluency in Spanish
Technologies
TMS/ERP integrations, host-to-host connections, API solutions, CRM applications
Responsibilities
Originate and cross-sell international cash management solutions to NBFI and corporate clients; Execute strategic calling plans and lead senior-level commercial pitches; Grow recurring revenues and analyze global cash management returns; Identify and originate tailored cash management opportunities; Manage end-to-end RFP/RFI processes and present unified multi-region proposals; Coordinate pricing structures and review legal agreements; Lead complex implementation projects for centralized payment and liquidity structures; Feed client insights to the Global Product unit; Represent the institution at industry forums and conferences; Deliver training initiatives to internal teams.
Seniority
Executive, hands-on IC with strategic advisory scope
