Transaction Banking, Client Relationship Management, Vice President (Fintech)

Location: New York, NY, United States

Salary: USD 100,000–235,000 base salary annually, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869, with Transaction Banking providing modern, cloud-based digital treasury solutions.

What you will do

• Manage strategic corporate relationships as the primary client contact and deliver a strong experience across payments, receivables, liquidity, and foreign exchange.
• Advocate for client needs by prioritizing product enhancements, strategic projects, and process improvements.
• Coordinate with Coverage, Product, Operations, Risk, Compliance, and Legal to resolve complex queries and execute client initiatives.
• Analyze transaction volumes, balances, operating performance, product utilization, client sentiment, KPIs, and operational metrics.
• Prepare client reviews, internal reporting, and executive-level presentations focused on front-to-back client factors.
• Identify risks, trends, business-streamlining opportunities, and ways to reduce cost-to-service.

Requirements

• Bachelor’s degree and 6+ years of experience in finance, client coverage, and/or relationship management.
• Strong knowledge of corporate banking, treasury products, client workflows, ACH, Wire, RTP, FX, liquidity, and connectivity channels.
• Ability to apply analytics and data-driven insights in client discussions and stakeholder reporting.
• Advanced proficiency in Excel for modeling, pivots, and analysis, as well as PowerPoint for executive storytelling.
• Experience in fast-paced, high-accountability environments with strong judgment, attention to detail, execution discipline, and risk-management focus.
• Strong written and verbal communication skills.

Nice to have

• Experience with KYC, corporate banking onboarding, or implementations.
• Experience building dashboards, reporting, and workflow tools.
• Experience working in matrixed, cross-functional teams.
• Certified Treasury Professional designation.

Culture & Benefits

• Professional training and development opportunities.
• Firmwide employee networks and diversity and inclusion initiatives.
• Benefits, wellness, personal finance, and mindfulness programs for eligible US employees.
• Reasonable accommodations are available during the recruiting process.