Tech and Life Science Treasury Management Officer III

Tech and Life Science Treasury Management Officer III

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.

• 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.

• 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.

• 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.

• 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.

• 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 aligned to the rapid pace of the innovation economy.
• Serve as a subject matter expert for TLS and EFS within the broader organization, mentoring TMO I and II team members on vertical-specific nuances.

• Balance growth and speed with strong risk awareness in rapidly scaling client environments.
• Proactively identify risks tied to funding volatility, operational maturity, and transaction complexity.
• Uphold all policies and governance standards while enabling responsible growth and maintaining the bank’s reputation within the investor community.

• Bachelor’s or master’s degree in business (e.g., Business Administration, Finance, Accounting, Communication) or equivalent work experience preferred.
• CTP certification is strongly encouraged.
• Minimum of 8 years Commercial Banking / Treasury Management experience, with at least 5 years specifically in a senior sales or advisory role.
• Demonstrated record of consistently exceeding performance goals and managing a high‑value portfolio.
• Possess a strong desire to constantly strive to improve oneself and the broader team.
• Expert-level client interaction skills with a proven ability to influence the outcome of complex sales processes at the executive level.
• Requires the aptitude for powerful presentations and advanced negotiation skills with internal and external clients.
• Demonstrated ability to articulate the benefits of strong working capital management solutions to sophisticated clients.
• Prove…