Search jobs > New York, NY > Head of

SV-Head of Liquidity Advisory

First Citizens Bank
New York, New York
Full-time

Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.

C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.

Parent company First Citizens BancShares, Inc. (NASDAQ : FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

SVB Be Part of a Bank Like No Other When you work with the world's most innovative companies, you know you're making a difference.

Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs.

And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.

Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves.

We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.

The Head of Liquidity Advisory (LA) leads a national team of product sales professionals responsible for delivering the complete platform of deposit and investment solutions to corporate clients and prospects helping them achieve their evolving cash investment objectives.

The sales team coordinates closely with SVB colleagues to bring differentiated solutions and relationship enhancements to SVB corporate clients.

The individual will lead the go to market strategy, establish goals and priorities and oversee distribution execution. Manager responsibilities will include but are not limited to goal setting, skill assessment, development needs, coaching and training needs, performance assessment and staffing decisions. Responsibilities

  • As part of the Liquidity Solutions leadership team, develop the overall business strategy, establish goals, and drive execution.
  • Develop a distribution and relationship strategy and drive tactical execution.
  • Recruit, manage and lead a high performing sales team.
  • Oversee the coordination with various partner groups including bankers, portfolio managers and client service.
  • Lead the LA sales team by providing the tools, guidance and skills training needed to maximize effectiveness.
  • Provide consistent feedback to management team on successes, challenges, and requirements for success.
  • Maintain overall general management responsibility for the sales function across KPIs, HR and compliance requirements.
  • Support and influence the cross-functional initiatives of other leadership team members.
  • Coordinate with deposit and investment product management to support the bank’s deposit strategy. GTM and Sales Execution Leadership
  • Establish, evolve, and execute on sales strategy and priorities to achieve Liquidity Solutions business goals.
  • Monitor execution and goal progress and lead strategic and tactical adjustments.
  • Drive coordination with banking partners to achieve client and business goals.
  • Manage and develop team.
  • Gap assessment analysis and resolution Liquidity Solutions Business Strategy and Tactical Execution
  • Engagement with the leadership team on business strategy planning and execution
  • Developing, evolving, and executing on new and existing initiatives
  • Ongoing cross-collaboration Knowledge : Strong technical knowledge of on and off-balance sheet products, fixed income markets, corporate clients cash management needs, general banking and investment management, competitors, innovation economy ecosystem, bank and investment client interface systems and reporting.

Skills : Sales and sales management skills. The ability to communicate effectively and succinctly. Ability to listen, prioritize, problem solve, consult, and present solutions effectively.

Ability to mobilize partners and delegate responsibilities. Competencies :

  • A self-starter who can collaborate and delegate as needed
  • High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
  • Commitment to a team-oriented environment
  • Flexible, ability to adapt to change
  • Ability to lead by example Qualifications Basic Requirement :
  • 8+ years in sales management with a focus on asset management, banking industry and / or cash management
  • BA / BS or (HS Diploma or GED with an additional 4 years in banking or asset management) Preferred Requirement :
  • CFA Designation or other investment product training. Travel is required. If hired in CA or NYC the base pay for this position is generally between $226,600.

00- $339,900.00 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.

For some roles, total compensation may also include variable incentives, bonuses, benefits, and / or other awards as outlined in the offer of employment.

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.

More information regarding our benefits offerings can be found.

  • As part of the Liquidity Solutions leadership team, develop the overall business strategy, establish goals, and drive execution.
  • Develop a distribution and relationship strategy and drive tactical execution.
  • Recruit, manage and lead a high performing sales team.
  • Oversee the coordination with various partner groups including bankers, portfolio managers and client service.
  • Lead the LA sales team by providing the tools, guidance and skills training needed to maximize effectiveness.
  • Provide consistent feedback to management team on successes, challenges, and requirements for success.
  • Maintain overall general management responsibility for the sales function across KPIs, HR and compliance requirements.
  • Support and influence the cross-functional initiatives of other leadership team members.
  • Coordinate with deposit and investment product management to support the bank’s deposit strategy. GTM and Sales Execution Leadership
  • Establish, evolve, and execute on sales strategy and priorities to achieve Liquidity Solutions business goals.
  • Monitor execution and goal progress and lead strategic and tactical adjustments.
  • Drive coordination with banking partners to achieve client and business goals.
  • Manage and develop team.
  • Gap assessment analysis and resolution Liquidity Solutions Business Strategy and Tactical Execution
  • Engagement with the leadership team on business strategy planning and execution
  • Developing, evolving, and executing on new and existing initiatives
  • Ongoing cross-collaboration Knowledge : Strong technical knowledge of on and off-balance sheet products, fixed income markets, corporate clients cash management needs, general banking and investment management, competitors, innovation economy ecosystem, bank and investment client interface systems and reporting.

Skills : Sales and sales management skills. The ability to communicate effectively and succinctly. Ability to listen, prioritize, problem solve, consult, and present solutions effectively.

Ability to mobilize partners and delegate responsibilities. Competencies :

  • A self-starter who can collaborate and delegate as needed
  • High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
  • Commitment to a team-oriented environment
  • Flexible, ability to adapt to change
  • Ability to lead by exampleBasic Requirement :
  • 8+ years in sales management with a focus on asset management, banking industry and / or cash management
  • BA / BS or (HS Diploma or GED with an additional 4 years in banking or asset management) Preferred Requirement :
  • CFA Designation or other investment product training. Travel is required. If hired in CA or NYC the base pay for this position is generally between $226,600.

00- $339,900.00 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.

For some roles, total compensation may also include variable incentives, bonuses, benefits, and / or other awards as outlined in the offer of employment.

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.

More information regarding our benefits offerings can be found.

30+ days ago
Related jobs
Promoted
Sumitomo Mitsui Banking Corporation (SMBC)
New York, New York

Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. This role is responsible for leading the US Cash Management Deposits organization, o...

Promoted
VirtualVocations
Queens, New York

A company is looking for a Head of Liquidity to lead its liquidity management team and optimize the bank's liquidity position. ...

First Citizens Bank
New York, New York

The Head of Liquidity Advisory (LA) leads a national team of product sales professionals responsible for delivering the complete platform of deposit and investment solutions to corporate clients and prospects helping them achieve their evolving cash investment objectives. They come to SVB for our ex...

Promoted
Tephra Inc.
New York, New York

Corporate capabilities and organization, in concert with the head of strategy - in concert with the heads of our strategy functions, the the head of Tech Advisory will manage a roadmap of current and future capabilities for the marketing advisory group, contribute to organization design, and help pl...

Promoted
TP ICAP
New York, New York

The Head of Americas Advisory is a key contact within HR, for local management, who manages the Regional HR Business partners, works closely with the HR centres of excellence and the global HR team. The role is a point of escalation in the region on people matters and requires a combination of strat...

6301 DB USA Core Corporation
New York, New York

As the Compliance Officer – Head of Origination & Advisory Director, you will lead a team and focus on providing real-time support to the Origination & Advisory (O&A) Coverage business. Compliance Officer – Head of Origination & Advisory – Director. The O&A Coverage focuses on investment banking adv...

4352 DWS Investment Management Americas, Inc.
The Bronx, New York

Head of Sanction Office & AFC Advisory. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. This role is located within the Compl...

Deutsche Bank
New York, New York

Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision ....

Mizuho Bank, Ltd.
New York, New York

Mizuho seeks a highly motivated individual to join our team as Director, Head of Liquidity Regulatory Reporting, working within the Risk Platform Management team. The Liquidity Regulatory Reporting team is responsible for daily production and submission of the FR2052a report. FR2052a Reporting Overs...

SMBC Group
New York, New York

This role is responsible for leading the US Cash Management Deposits organization, overseeing all aspects of client liquidity management including client deposit gathering approaches, account structuring and optimizing the liquidity needs of clients across time zones and geographies. The specific sa...