Description
Job Summary
The Treasury Solutions Director is responsible for developing, implementing, and monitoring strategic growth objectives for Treasury Management Services and Operations. In collaboration with Treasury Sales, Products, and Operations, the Director will focus on identifying solutions to enhance the client experience, improve internal processes, drive change via technology advancements and ensure a seamless rollout of new products.
Essential Duties & Responsibilities
- Collaborate with Treasury Sales, Products, and Operations to develop, enhance, and implement treasury products and services.
- Partner with the Sales Director to develop and maintain a consistent go-to-market strategy to ensure a best-in-class customer experience.
- Direct Treasury Management Operations to drive change and growth.
- Oversee and review all existing operational and onboarding procedures and Lead the charge on process improvement initiatives.
- Implement necessary changes and challenge the status quo while balancing compliance requirements.
- Monitor the technology environment for new treasury product and process opportunities.
- Develop and implement reports to manage and track the activity of treasury management clients, including but not limited to deposit growth, service fees and pricing.
Qualifications
- Extensive knowledge of bank systems and technology.
- In-depth understanding of treasury management operations.
- Strong knowledge of compliance and risk management.
- Proven leadership skills.
- Experience with change management.
- Excellent communication and interpersonal skills.
- Ability to manage multiple projects and priorities simultaneously.
Education & Experience
- Bachelor's degree in Business Administration, Finance, or related field, or equivalent experience required.
- 10 years + experience in treasury management required, with at least 3 years in operations and product implementation.
Licenses & Certifications
- Certified Treasury Professional (CTP) or other relevant certifications strongly preferred.
Systems & Technology
- Proficient in Microsoft Word, Excel, PowerPoint, Outlook
About Stifel
Stifel is a 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 affirmative action and 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 posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
#LI-JK1
Apply on company website
Find Connections via Linkedin
