Tech and Life Science Treasury Management Officer III

Tech And Life Science Treasury Management Officer III

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Member of a specialized treasury team serving the Technology, Life Sciences, and Equity Fund Services verticals. Operates at the intersection of imagination, capital, and growth, delivering strategic treasury solutions to venture-backed companies and private capital firms. Drives revenue through proactive sourcing within investor, founder, and sponsor networks while partnering across the bank to win, scale, and retain complex client relationships. Acts as a key connector between the bank and the innovation ecosystem, positioning treasury as a critical enabler of growth and liquidity strategy.

Serves as a senior strategic treasury advisor within the TLS and EFS verticals, supporting high-growth companies and private capital firms through all stages of their lifecycle, from early-stage funding to scale and exit. This role is differentiated by its focus on ecosystem-driven business development, event-based opportunity capture, and delivering scalable treasury infrastructure in fast-paced, capital-intensive environments.

This role represents a differentiated capability within the bank, focused on capturing growth within the innovation economy. The TLS and EFS treasury team brings established investor networks, specialized industry expertise, and a proven ability to win and scale high-value relationships, positioning the bank to compete more effectively in a segment that requires speed, credibility, and precision.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Ecosystem-Driven Business Development

• Originate new business through venture capital, private equity, and founder networks rather than traditional prospecting channels.
• Partner with Relationship Managers and sponsors to win clients at formation, funding, and expansion stages.
• Maintain high-level visibility and credibility within the innovation ecosystem to create a sustainable pipeline of opportunities.
• Actively participate in industry events and forums to position the bank as a thought leader in the TLS/EFS space.

Event-Based Revenue Capture

• Identify and act on key inflection points such as capital raises, liquidity events, fund launches, and M&A activity.
• Translate these events into treasury opportunities including liquidity management, payments, and card solutions.
• Move with speed and precision to capture wallet share during critical client moments, ensuring the bank is the primary partner for new capital inflows.

Strategic Treasury Advisory

• Advise C-suite executives on runway management, liquidity optimization, and scalable treasury design.
• Support complex needs including capital call and distribution flows, multi-entity structures, and global expansion.
• Align treasury solutions to unique business models including SaaS, life sciences R&D cycles, and fund operations.
• Provide consultative insights on industry benchmarks for cash management and operational efficiency.

Growth & Revenue Expansion

• Drive adoption of payments, commercial card, and fraud solutions in high-growth, high-velocity environments.
• Position treasury as a strategic lever tied directly to client growth, efficiency, and risk mitigation.
• Continuously identify opportunities to deepen relationships as clients scale, moving from basic operating accounts to complex global liquidity structures.

Cross-Functional Leadership & Mentorship

• Lead coordination across Product, Credit, Risk, and Implementation to deliver seamless execution for high-priority clients.
• Influence internal partners to operate with urgency and flexibility…