Senior Liquidity Specialist

Duties & Responsibilities

• Serve as a client-facing Liquidity subject matter expert for the firm’s largest and most complex commercial clients (e.g., Corporate and Specialty Banking, Government, Middle Market & Commercial Real Estate).
• Execute sales strategy and independently manage an assigned client portfolio, identifying and closing liquidity opportunities that meet or exceed revenue and growth objectives.
• Proactively source opportunities through financial statement analysis, leads and direct collaboration with RM and TMA partners.
• Lead client Liquidity reviews / discussions, ensuring client-aligned solutions are evaluated, developed, and presented.
• Foster strong partnerships with bankers, Treasury partners, and product teams to support strategic client planning and opportunity execution.
• Align to an industry vertical and provide insight on segment-specific trends, risks, and best-practice liquidity approaches.
• Participate in and present at segment meetings to share liquidity insights, trends, and intelligence.
• Partner with Deposit Pricing & Profitability on exception pricing requests to ensure alignment with client liquidity strategies.
• Accurately track and report sales activity and pipeline progression.
• Effectively communicate with clients across multiple channels, including in-person, email, phone, and virtual platforms.
• Contribute to training, sales tools, and enablement materials, mentor junior Liquidity Specialists.

Required Qualifications

• Minimum 5 years experience at an Institutional investment (or similar) experience at a large competitor and Series 7 & 63 Licenses (REQUIRED OR OBTAINED WITHIN 120 DAYS)
• Consultative sales experience
• Strong knowledge of bank liquidity products, including deposit and Treasury Management solutions.
• Understanding of the Liquidity Spectrum and associated product offerings.
• General knowledge of commercial banking client needs, and solutions.
• Demonstrated ability to influence stakeholders, lead strategic conversations, and partner across functions.

Preferred Qualifications

• Strong knowledge of bank liquidity products, including deposit and Treasury Management solutions.
• Understanding of the Liquidity Spectrum and associated product offerings.
• General knowledge of commercial banking client needs, and solutions.
• Demonstrated ability to influence stakeholders, lead strategic conversations, and partner across functions.