Senior Manager, Treasury Client Sales

Role Overview

• Deliver proactive, relationship-driven treasury and capital markets coverage to credit union and financial institution clients
• Build trusted advisor relationships with senior treasury and finance leaders
• Identify and execute growth opportunities across funding, liquidity, investment, and balance sheet solutions
• Lead client strategy and treasury sales activities as an individual contributor
• Collaborate cross-functionally to deliver seamless client solutions and insights
• Own the end-to-end client experience and represent the organization externally
• Act as the primary relationship lead for assigned clients, ensuring consistent, high-quality engagement
• Develop a deep understanding of each client’s financial position, strategy, and risk profile
• Coordinate internal partners to deliver a unified client experience
• Proactively manage issues and continuously improve client satisfaction
• Originate and advance treasury opportunities with existing and prospective clients
• Lead sales efforts from opportunity identification through deal execution
• Drive portfolio growth across treasury and capital markets offerings
• Ensure proposed solutions are practical and aligned with service standards
• Create structured client coverage plans and maintain opportunity pipelines
• Lead meetings, presentations, and educational sessions
• Provide market insights and tailored treasury advice
• Translate industry and regulatory trends into actionable client strategies
• Partner with servicing, operations, and analytics teams to deliver solutions
• Coordinate with risk, legal, and finance stakeholders to ensure compliance
• Support RFIs, RFPs, and proposal development

Requirements

• 7+ years in treasury, capital markets, financial institution sales, or client relationship management with a focus on business development
• Experience working with credit unions or financial institutions, including knowledge of balance sheets, liquidity, and funding strategies
• Proven ability to build trusted client relationships and drive growth opportunities
• Strong understanding of treasury and capital markets products (funding, liquidity, investments, securitization, and risk management)
• Experience working as a senior individual contributor within cross-functional teams
• Undergraduate degree in Finance, Business, Economics, or a related field; CFA, MBA, or similar designation is an asset

Benefits

• Work-life flexibility
• Hybrid work environment
• Variable annual incentive plan
• Generous annual vacation allotment
• Top-notch flexible benefits plan including family building and gender affirmation
• Retirement Plan, matched contributions at 6%
• Access to a learning platform and educational assistance support
• Access to a virtual wellness platform
• Career development opportunities
• Wellness Flex Fund to support personal interest and activities
• Day off to volunteer in your community and other paid time off options
• Corporate discounts *subject to employment agreement