Senior Business Growth Strategy Consultant - WIM Treasury Management

Support relationship managers, advisors, bankers, and business leaders in Treasury Management and Banking growth initiatives Assess WIM High Net Worth clients' Treasury Management needs Recommend tailored banking and treasury solutions Deliver product proposals that enhance client outcomes and increase sales effectiveness Lead or participate in initiatives to increase client acquisition, deepen relationships, and improve business performance Identify opportunities to enhance productivity and sales effectiveness Manage accounts and business development end-to-end for a portfolio of WIM High Net Worth clients Build relationships with client decision-makers and stakeholders, including family office management and accounts payable/receivable Advise clients on treasury management, liquidity, commercial card, and merchant processing solutions Analyze market trends, client data, and business performance metrics to develop growth strategies Research and recommend business development approaches, client engagement tactics, and sales strategies Develop and execute client acquisition, retention, and wallet-share expansion programs Consult with advisors and leadership teams on practice management, business development, and growth opportunities Monitor growth program results and recommend continuous improvements Requirements 4+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education Experience within Wealth & Investment Management, Private Banking, Trust, Brokerage, Wealth Advisory, or Financial Services 4+ years' experience in Treasury Management Understanding of advisor productivity, sales effectiveness, practice management, and client acquisition strategies Ability to quickly develop knowledge of products, pricing strategies, risk management, technical tools, and sales processes Experience supporting relationship managers, bankers, financial advisors, or business development teams Strong analytical and problem-solving skills with experience utilizing data to make strategic recommendations Knowledge of regulatory and compliance requirements impacting the financial services industry Experience developing and executing growth strategies and building relationships that drive client acquisition and business growth Strong verbal, written, and presentation communication skills Working knowledge of Treasury Management systems, including Account Analysis, WICE, ARTi, Vantage, Power BI, Smart Intranet, Legal Wizard, Phoenix, TM Pricer, and UAM Ability to travel up to 25% within territory Not eligible for Visa sponsorship Core Competencies Demonstrates expertise in Treasury Management and Business Growth Strategy, with a strong focus on client acquisition, relationship management, and the development of tailored banking solutions. Proficient in analyzing market trends and utilizing data to drive strategic recommendations and enhance sales effectiveness. Highest-signal resume keywords Treasury Management Business Growth Strategy Client Acquisition Wealth & Investment Management Analytical Skills ATS Optimization Keywords Hard Skills Treasury Management Business Development Sales Strategies Client Engagement Market Analysis Soft Skills Problem-Solving Communication Skills Relationship Building Industry Keywords Wealth Management Private Banking Financial Services Regulatory Compliance Practice Management Tools & Technologies Power BI WICE ARTi Vantage TM Pricer #J-18808-Ljbffr Jobtailor