CareerPlan

Director, Senior Treasury Consultant

Miami, FL, USAFull-time$85k–$180k2026-10-23 → 2026-11-09

Core

Generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.

Role type

Senior IC sales consultant (treasury)

Builds

Treasury management and payment solutions

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

consultative sales, relationship management, deal closure, risk evaluation, process optimization, data analysis, strategic planning

Preferred skills

10+ years in sales/treasury/risk, Bachelor's degree, Master's degree, experience in corporate or banking environment

Technologies

NA TPS digital products

Responsibilities

Lead complex deal closures, evaluate client portfolio vulnerabilities, oversee client implementation, represent the organization at industry forums, coordinate cross-functional teams, manage databases, champion process optimization, build long-term client relationships, analyze client data, define product strategies, build advocacy for digital products.

Seniority

Director, strategic leadership & sales execution