2 sales jobs found

Description: Job Summary: The Treasury Management Sales Officer (TMSO) is responsible for generating fee income, driving core deposit growth, and expanding business banking relationships through consultative sales of cash-management and payments solutions. This role also creates, leads, and manages the Business Banking Development Program, ensuring bankers are trained, equipped, and coached in TM, deposit strategy, and treasury-led relationship growth. The TMSO works cross-functionally with Business Bankers, Commercial Lenders, Branch Leadership, Deposit Operations, Electronic Banking, and Compliance to deliver high-quality, risk-aligned treasury services. Essential Functions: Treasury Management Sales & Business Development Achieve TM fee income, core deposit, and treasury product activation goals. Conduct detailed financial and cash-cycle analysis for businesses, focusing on liquidity, working capital, collections acceleration, payables optimization, fraud...

General Summary: The Chief Financial Officer (CFO) serves as the firm's senior financial executive and strategic business partner to the Managing Partners and Executive Committee. This role oversees the full financial ecosystem of the firm, including accounting operations, budgeting, forecasting, billing, collections, profitability analysis, banking relationships, and financial systems. The CFO will lead the Finance Department, strengthen financial infrastructure, drive performance improvement, and support the firm's continued growth.   Principal Duties & Responsibilities: Advises the Executive Team on financial strategy, long-range planning, profitability, and operational efficiency. Develops and implements financial strategies that support firm growth, margin improvement, and sustainable performance. Provides financial insight into market entry, practice expansion, lateral hiring, and potential mergers or strategic partnerships. Directs all...