Wealth Management, Treasury Services, Treasury Sales Manager

JPMorgan Chase & Co. • New York, NY

5d • $125,000 - $215,000

About The Position

The Treasury Sales Manager (TSM) manages and grows a portfolio of Fund, Family Office, and Foundation clients within J.P. Morgan’s Private Bank Treasury Services business. The TSM serves as a trusted advisor, identifies new business opportunities, and structures tailored Treasury Services solutions across liquidity and investments, receivables, and payments. The role translates complex client banking needs into integrated, risk-appropriate solutions that deepen relationships and generate sustained revenue growth. The TSM is the client’s single point of contact for payments and treasury strategy and coordinates with Bankers, Implementation, and Client Service partners to support the experience from discovery through execution.

The TSM owns the full sales lifecycle for an assigned portfolio and operates with autonomy, commercial judgment, and cross-functional coordination. The role is accountable for revenue growth, wallet-share expansion, and minimizing attrition through disciplined pipeline and account management. It also contributes to the development of junior sales associates and analysts.

Requirements

• Minimum of 5 years of experience in treasury management, sales, and relationship management.
• Bachelor’s degree in Finance or a related field.
• Treasury management expertise spanning liquidity and investments, receivables, and payments.
• Proficiency in consultative and solution selling, including prospecting, engaging key decision-makers, and closing new business.
• Strong relationship management and account planning capabilities, with a track record of executing account plans and solving complex client problems under deadline pressure.
• Exceptional verbal and written communication skills.
• Proficiency in Microsoft Office applications, including PowerPoint, Excel, and Word, and internet-based systems.
• Strong organizational, time management, and planning skills, with the ability to mobilize internal networks and resources.

Nice To Haves

• Experience serving Fund, Family Office, or Foundation clients.
• Ability to act as a trusted advisor and translate complex business challenges into innovative payment and treasury solutions.
• Exceptional executive presentation and client-facing advisory skills.
• Proven ability to identify opportunities, mitigate risk, and optimize client workflows through integrated financial solutions.
• Professional, confident demeanor when engaging senior client decision-makers and internal stakeholders.

Responsibilities

• Develop and maintain an active sales pipeline and partner with Bankers and Client Service teams to grow the existing book of business.
• Build formal account plans for select clients to deepen relationships proactively; deliver year-over-year revenue growth, expand wallet share, and minimize attrition.
• Lead discovery conversations across liquidity and investments, receivables, and payments; diagnose client needs and design integrated Treasury Services solutions within the firm’s risk parameters.
• Coordinate pricing across products to remain competitive while protecting margin integrity.
• Maintain an active calling plan and regularly engage clients and prospects with Treasury Services messaging.
• Serve as the single point of contact for payments strategy and provide consistent, clear messaging across client touchpoints.
• Structure and lead client discussions aligned with business priorities and emerging payments trends, and communicate timelines and deliverables up front.
• Coordinate with Implementation and Client Service Officer colleagues to ensure smooth handoffs and shared visibility during implementation.
• Escalate client issues to appropriate internal partners and mobilize internal networks and resources to resolve complex requests.
• Participate in developing junior sales associates and analysts.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Reasonable accommodations for religious practices and beliefs, and mental health or physical disability needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior