Senior Manager, Treasury Client Sales (Hybrid)

Central 1•Vancouver, BC

9d•Hybrid

About The Position

As a Senior Manager on the Treasury Client Coverage & Sales team at Central 1, you’ll be a trusted advisor delivering relationship-driven coverage to credit union members and select financial institutions. You’ll proactively engage clients, originate treasury and capital markets opportunities, and help strengthen their balance sheets, liquidity, and long-term financial resilience. In this role, you’ll act as a primary client contact and collaborate closely with product, servicing, and analytics partners to deliver seamless, high-value solutions. By driving deeper relationships and sustainable growth, you’ll play a key part in advancing Central 1’s mission of supporting the success of the credit union system. We are looking for BC based candidates.

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
Client focused: Delivers thoughtful, value-driven solutions aligned with client needs
Trusted advisor: Builds credibility with senior stakeholders through insight-led engagement
Commercial judgment: Balances growth with risk awareness and long-term client interests
Proactive & accountable: Self-directed with strong ownership and initiative
Collaborative: Partners effectively across teams to deliver a seamless client experience
Strategic & analytical: Turns market trends and data into actionable client insights
Clear communicator: Explains complex concepts confidently and simply
Adaptable: Performs well in fast-paced, evolving environments

Nice To Haves

CFA, MBA, or similar designation is an asset

Responsibilities

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

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
Comprehensive compensation structure consisting of a competitive base salary and individual and company-wide annual incentive
Matched contributions for your retirement plan
Top-notch benefits plan
Career development opportunities
A day off to volunteer in your community