Head of Treasury Management Sales and Strategy

Head Of Treasury Management Sales And Strategy

Leads and sets business development goals through effective management of subordinate teams. May own key strategic accounts and periodically meets with key decision makers to demonstrate the organization's commitment to its largest and most critical prospects.

The Head Of Treasury Management Sales And Strategy is responsible for leading and directing the team to achieve business results and goals. This role involves developing and implementing comprehensive strategies to enhance the bank's treasury management services, identifying market opportunities, setting strategic goals, and ensuring alignment with the bank's overall objectives. The Head Of TM also leads the adoption of new technologies and innovative solutions to improve treasury management services, including evaluating and implementing treasury management systems, and driving digital transformation initiatives. Additionally, the Head Of TM is tasked with providing leadership and direction to the treasury management team, setting performance goals, providing coaching and development, and ensuring the team is aligned with the bank's strategic objectives. The role also involves ensuring compliance with internal policies and external regulations related to treasury management activities, developing and implementing compliance frameworks, conducting regular audits, and staying up-to-date with regulatory changes.

Primary functions of the position include :

• Develop and implement comprehensive strategies to enhance the bank's treasury management services.
• Lead the adoption of new technologies and innovative solutions to improve treasury management services.
• Leads and influences team members to achieve bank / segment objectives.
• Monitors business results / metrics and adapts sales strategies and tactics accordingly. Develops and oversees the execution of strategic plans.
• Manages risk / return for new and / or existing clients. Actively identify situations that require higher and / or expanded levels of risk management.
• Manages effective channels of senior internal and external relationships, such as regional or industry relationships, to actively acquire new clients and / or expand existing clients and enhance client experience.
• Networks within the industry and may serve in a leadership role in the region, industry, or market while assisting other team members in developing their network.
• Coaches team to leverage reporting and sales tools (CRM) to track and monitor progress related to sales pipelines.
• Develops team members while monitoring progress against goals. Identifies high-potential individuals, motivates and develops staff, including acquiring and retaining top talent and managing performance-based issues.
• Effectively plans, organizes, directs, analyzes and evaluates staff and processes.
• Connects strategy to day-to-day activities and updates the team on a regular basis.
• Provide leadership and direction to the treasury management team. This includes setting performance goals, providing coaching and development, and ensuring the team is aligned with the bank's strategic objectives.
• Ensure compliance with internal policies and external regulations related to treasury management activities. This includes developing and implementing compliance frameworks, conducting regular audits, and staying up-to-date with regulatory changes.

Education and experience requirements include :

Essential skills and abilities include :

Raymond James associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view. We expect our associates at all levels to : Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.