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Mitsubishi UFG

Global banking, trust, asset management, securities.

Vice President - Treasury Relationship Manager Sales FIG

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 7–10 years of sales and relationship management experience, preferably with a leading transaction banking provider.
  • Experience selling treasury products, liquidity, and commercial card solutions to insurance companies, asset managers, private equity funds, fund administrators, and other non-bank financial institutions.
  • An established network and industry relationships within the Financial Institutions Group sector are preferred.
  • Strong understanding of fund structures, capital call and distribution processes, subscription and redemption cash flows, fund administrator operating models, and insurance company balance sheet and liquidity management.
  • Knowledge of regulatory and operational considerations impacting financial institutions, including insurance companies, asset managers, private equity funds, and other non-bank financial institutions.
  • Deep expertise in domestic and international payments, including SWIFT messaging standards and payments infrastructure.
  • Proven ability to identify, develop, negotiate, and close complex sales opportunities while building long-term client relationships.
  • Excellent verbal and written communication skills and ability to present and position the bank's solutions to sophisticated financial institution clients.
  • Proficiency in Microsoft Office (Word, Excel, and PowerPoint) and responsible use of AI-enabled tools within the bank's risk and compliance framework.
  • Willingness and ability to travel locally and regionally to meet with clients and prospects.

Responsibilities

  • Develop and execute a Treasury Sales strategy focused on insurance companies, asset managers, private equity funds, fund administrators, and other non-bank financial institutions.
  • Identify and originate new treasury management opportunities in partnership with Relationship Managers, Product, and other internal stakeholders.
  • Deepen existing client relationships by understanding business objectives, cash flow dynamics, liquidity needs, and operational challenges, and delivering tailored treasury solutions.
  • Leverage lending relationships, balance sheet, and broader product capabilities to expand wallet share and drive cross-sell opportunities.
  • Participate in client account planning and strategic reviews, developing actionable growth plans based on client priorities, competitive positioning, and revenue opportunities.
  • Lead treasury solution discussions with clients and prospects, including proposal development, solution design, pricing strategy, and contract negotiations.
  • Maintain an active sales pipeline, deliver accurate forecasting, and provide regular reporting on business development activities and revenue generation.
  • Partner with Product Management to provide client feedback, enhance existing capabilities, and identify emerging treasury solutions for the Financial Institutions sector.
  • Prepare and present exception pricing and business cases to appropriate governance forums when required.
  • Maintain detailed client records, deal activity, and competitive intelligence within the bank's sales management platforms.
  • Ensure client activities and sales practices comply with applicable bank policies, regulatory requirements, and internal risk management standards.
  • Maintain a strong understanding of KYC, AML, BSA, sanctions, and other regulatory requirements impacting financial institution clients.
  • Support account onboarding and periodic client reviews in partnership with Compliance, Operations, and Coverage teams to ensure timely completion of required documentation and due diligence.
  • Identify, escalate, and appropriately manage potential risks, suspicious activity, or compliance concerns in accordance with bank policy.
  • Complete required compliance, risk, and regulatory training and adhere to established control frameworks.
  • Develop a thorough understanding of client business models, anticipated transaction activity, and treasury operating practices to support effective risk management and ongoing client monitoring.

Desired Qualifications

  • Experience with a leading transaction banking provider is preferred.
  • An established network and industry relationships within the Financial Institutions Group sector are preferred.

About the Company

Mitsubishi UFG

Global banking, trust, asset management, securities.

MUFG is a large financial services group formed in 2005 by merging Mitsubishi Tokyo Financial Group and UFJ Holdings. It provides a wide range of services, including commercial banking, trust banking, securities, credit cards, and asset management, through a global network of banks, trust banks, securities firms, and asset management subsidiaries. Its products work by offering loans and deposits, investment products, payment services, and financial advisory to individuals, businesses, and institutions via branches, digital platforms, and partnerships. The company differentiates itself with its size and global reach, a diversified mix of financial offerings, and strategic international investments (notably the 2008 stake in Morgan Stanley) that expand its US and global presence. MUFG’s goal is to support economic growth worldwide by providing comprehensive financial solutions and pursuing sustainable finance and innovation.

Company size
10,001+
Company stage
IPO
Headquarters
Tokyo, Japan
Founded
2006

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