Sr. Banking Treasury Sales Manager

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

The Sr. Treasury Sales Manager is primarily responsible for enhancing the sales efforts of Bankers within Stifel’s Fund Banking vertical, including Venture Capital and Private Equity clients on the East Coast but will also support existing client needs nationally as appropriate. The Treasury Sales Manager will have the ability to cross sell all deposit and non-interest income products as well as opportunistically seek out potential clients from a depository perspective.  The Treasury Sales Manager will also play a pivotal role in helping the bank implement new procedures and assist in directing service and product needs for the Fund Banking vertical.

• Manage the business development and delivery of treasury products and services to Stifel’s Fund Banking clients, as well as channel partners in the Fund Banking vertical..

• Develop a sales strategy to attract new Treasury Management customers to the bank

• Analyze all Banking products and make recommendations regarding new products and changes to existing products specific to Fund Banking

• Manages the sale of Treasury Services including but not limited to the Bank's Commercial Online Banking platform, Wire Originations, ACH Originations, Remote Deposit Capture solution, Business Mobile Deposit, Check and ACH Positive Pay solutions, Cash Management services and etal.

• Ensures the development and implementation of Bank’s objectives, policies, procedures and performance reporting to maximize performance within Fund Banking.

• Ensures all treasury management products are competitive relative to the market and our competitors and help drive change where needed

• Provides support to all internal and external clients through all phases including the onboarding process.

• Engage and work with internal and external partners, including other Stifel business units and 3rd party service providers

• Provide guidance and support to Stifel’s other Treasury Sales Managers with respect to other Fund Banking opportunities.

   

• Strong verbal, written and presentation skills with the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public
• Ability to meet deadlines and work with limited supervision while maintaining meticulous attention to detail.
• Some travel may be required

• Minimum Required: Bachelor's Degree in Finance or equivalent experience
• Minimum Required: 7+ years' related experience and/or training; or equivalent combination of education and experience within Treasury Management
• Experience working with Venture Capital and Private Equity firms strongly preferred.

• Minimum Required: CTP Preferred

• Proficient in required software, computer, internet and operating systems necessary to deliver Bank products and services
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.