Central 1

Senior Manager, Treasury Client Sales

Central 1

full-time

Posted on:

Location Type: Hybrid

Location: Vancouver • Canada

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Salary

💰 CA$100,000 - CA$135,000 per year

Job Level

Senior

About the role

  • Deliver proactive, relationship-driven treasury and capital markets coverage to credit union and financial institution clients
  • Build trusted advisor relationships with senior treasury and finance leaders
  • Identify and execute growth opportunities across funding, liquidity, investment, and balance sheet solutions
  • Lead client strategy and treasury sales activities as an individual contributor
  • Collaborate cross-functionally to deliver seamless client solutions and insights
  • Own the end-to-end client experience and represent the organization externally
  • Act as the primary relationship lead for assigned clients, ensuring consistent, high-quality engagement
  • Develop a deep understanding of each client’s financial position, strategy, and risk profile
  • Coordinate internal partners to deliver a unified client experience
  • Proactively manage issues and continuously improve client satisfaction
  • Originate and advance treasury opportunities with existing and prospective clients
  • Lead sales efforts from opportunity identification through deal execution
  • Drive portfolio growth across treasury and capital markets offerings
  • Ensure proposed solutions are practical and aligned with service standards
  • Create structured client coverage plans and maintain opportunity pipelines
  • Lead meetings, presentations, and educational sessions
  • Provide market insights and tailored treasury advice
  • Translate industry and regulatory trends into actionable client strategies
  • Partner with servicing, operations, and analytics teams to deliver solutions
  • Coordinate with risk, legal, and finance stakeholders to ensure compliance
  • Support RFIs, RFPs, and proposal development

Requirements

  • 7+ years in treasury, capital markets, financial institution sales, or client relationship management with a focus on business development
  • Experience working with credit unions or financial institutions, including knowledge of balance sheets, liquidity, and funding strategies
  • Proven ability to build trusted client relationships and drive growth opportunities
  • Strong understanding of treasury and capital markets products (funding, liquidity, investments, securitization, and risk management)
  • Experience working as a senior individual contributor within cross-functional teams
  • Undergraduate degree in Finance, Business, Economics, or a related field; CFA, MBA, or similar designation is an asset
Benefits
  • Work-life flexibility
  • Hybrid work environment
  • Variable annual incentive plan
  • Generous annual vacation allotment
  • Top-notch flexible benefits plan including family building and gender affirmation
  • Retirement Plan, matched contributions at 6%
  • Access to a learning platform and educational assistance support
  • Access to a virtual wellness platform
  • Career development opportunities
  • Wellness Flex Fund to support personal interest and activities
  • Day off to volunteer in your community and other paid time off options
  • Corporate discounts *subject to employment agreement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
treasurycapital marketsfinancial institution salesbusiness developmentfunding strategiesliquidity managementinvestment strategiesrisk managementsecuritizationclient relationship management
Soft Skills
relationship buildingclient engagementcross-functional collaborationstrategic thinkingproblem solvingcommunicationpresentation skillsclient satisfaction managementleadershipmarket insight provision
Certifications
CFAMBA