National Consultant managing an existing book of business for investment solutions at AssetMark. Supporting financial advisors in maximizing their impact and driving business growth through the platform.
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Hybrid Senior Manager, Associate Treasury Management Consultant Team Lead
Posted 2 months ago
About the role
- Lead a team of Associate Treasury Management Consultants driving associate development and client support at Capital One. Overseeing hiring, training, and managing portfolio for Treasury Management.
Responsibilities
- Mentor, coach, and develop a team of associate-level consultants
- Develop & execute a strategic hiring plan
- Lead joint sales calls with associates
- Guide associates in developing effective prospecting strategies
- Act as a primary resource for associates on complex deal structuring
- Lead and direct the team to identify and pursue prospects
- Guide the team in designing innovative treasury management solutions
- Maintain relationships with LOB & TM Sales Leaders
- Oversee the team's portfolio of clients
Requirements
- High School Diploma, GED or equivalent certification
- At least 6 years of financial services experience
- At least 5 years of sales experience
- At least 5 years of treasury management experience
- Bachelor's degree or Military experience preferred
- At least 7 years in-depth to advanced treasury management experience preferred
- In-depth to advanced treasury management product knowledge preferred
- Effective oral and written communication skills preferred
- Certified Treasury Professional designation or equivalent certification preferred
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Performance based incentives
- Comprehensive and competitive benefits package
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