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Senior Treasury Management Sales Team Lead, Family Office and Wealth Management

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Senior Treasury Management Sales Team Lead, Family Office and Wealth Management

Raymond James Financial, Inc.
Published
September 10, 2026
Expires
Never
Location
Pittsburgh, PA

Description

Primary Job Responsibilities:

+ Sales Experience

+ Demonstrates mastery level proficiency in all Depository and Treasury Management products

+ Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products

+ Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends

+ Assists in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results

+ Product Marketing

+ Oversees all Marketing collateral as it relates to depository and Treasury Management products

+ Provides education and knowledge of products to internal partners and to existing and prospective clients

+ Product Management

+ Provides technical support for complex Deposit and Treasury Management sales calling efforts

+ Effectively manages operational risk and compliance

+ Other responsibilities include, but are not limited to:

+ Facilitating new processes, tools, communications and training to ensure the bank's success

+ Acting as a brand ambassador for TriState with every prospect

Education and Experience Requirements:

+ Bachelor's Degree or equivalent

+ 10+ years of experience in one or a combination of the following: sales, business development, deposit centric industries sales or treasury management sales experience

+ Experience working with Family Offices, Wealth Management firms, RIAs, Trust Companies, Private Banks, or related client segments.

+ Certified Treasury Management (CTP) designation preferred.

Essential Skills and Abilities:

+ Exceptionalinterpersonal,communication,andpresentationskills

+ Exceptional planning, time management, and organization skills

+ Demonstrated analytical and problem-solving capabilities

+ Demonstrated ability to work independently and build relationships

+ Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances

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