VP, Financial Institutions and Securities Services, Sales & Solutioning, Transaction Banking
Core
Drive revenue growth and market share by originating and executing transaction banking solutions, including cash management, trade finance, and securities services, for Financial Institutions and Non-Bank Financial Institutions.
Role type
VP, Transaction Banking Sales & Solutioning
Builds
Tailored, complex solutions for institutional clients, asset managers, and broker-dealers
Domain
Financial Services / Transaction Banking
Deliverable
client delivery
Required skills
Transaction banking sales, solutioning, relationship management, clearing, custody, fund administration, cash management, trade finance, revenue growth, complex sales cycles, high-value deal closing, analytical structuring, problem-solving, C-suite stakeholder engagement, negotiation, presentation, matrixed organizational collaboration
Responsibilities
Drive revenue growth and market share by originating and executing transaction banking solutions; Design and deliver tailored, complex solutions that address the specific operational and transactional needs of institutional clients; Lead client engagement, RFP processes, and high-impact presentations to secure new mandates and deepen existing client relationships; Partner closely with Product, Operations, Risk, and Legal teams to ensure successful solution delivery, risk mitigation, and regulatory compliance; Analyze market trends, competitor landscapes, and regulatory developments to identify emerging business opportunities and drive product innovation
Seniority
VP, strategic leadership & high-impact sales