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

Location: New York, New York, United States; hybrid workstyle.

Salary: $130,000–$275,000 annually. Total compensation may also include cash or equity compensation, discretionary bonuses, or commissions.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative, long-term approach.

What you will do

• Drive growth, profitability, market penetration, client acquisition, retention, and deposit growth across Family Office and Wealth Management segments.
• Originate new Treasury Management relationships and deepen existing client engagements through direct business development and relationship management.
• Lead and develop a small Treasury Management sales team while serving as a player-coach and helping scale the team as the business grows.
• Build referral networks and collaborate with Wealth Management, Financial Advisor, and other internal partners.
• Develop vertical-specific sales strategies, processes, procedures, departmental goals, tools, communications, and training.
• Oversee product marketing collateral, provide product education, support complex sales efforts, and manage operational risk and compliance.

Requirements

• Bachelor’s degree or equivalent; relevant fields include Business Administration or Marketing.
• 10+ years of experience in sales, business development, deposit-centric industry sales, Treasury Management sales, or a combination of these areas.
• Experience working with Family Offices, Wealth Management firms, RIAs, Trust Companies, Private Banks, or related client segments.
• Mastery-level proficiency in Depository and Treasury Management products.
• Exceptional interpersonal, communication, presentation, planning, time management, and organizational skills.
• Demonstrated analytical and problem-solving capabilities, ability to work independently, and ability to build relationships.
• Ability to work in a high-energy, fast-paced environment and adapt quickly to changing circumstances.
• General experience of 10–15 years and manager experience of 6–10 years.

Nice to have

• Certified Treasury Management (CTP) designation.

Culture & Benefits

• Guiding behaviors include Develop, Collaborate, Decide, Deliver, and Improve.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• People-first culture that values diverse backgrounds, experiences, and authentic contributions.
• Focus on professional growth, collaboration, accountability, client-focused decision-making, and continuous improvement.