MUFG Logo

MUFG

Vice President, Treasury Relationship Manager Sales FIG

Reposted 13 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
117K-190K Hourly
Mid level
In-Office
New York, NY, USA
117K-190K Hourly
Mid level
Lead and support Transaction Banking sales to meet revenue goals by developing treasury solutions, creating proposals, pricing models, and delivering client presentations. Collaborate with TRMs, TMCs, and internal partners to identify cross-sell opportunities, manage onboarding, and assist with portfolio analysis, special projects, and risk/compliance adherence.
The summary above was generated by AI

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

We are seeking a Treasury Relationship Manager to manage and grow a portfolio of Financial Institution clients, including large insurance companies, private equity firms, asset managers, hedge funds, exchanges, and payment networks. The successful candidate will act as a trusted advisor to clients and internal stakeholders, providing strategic guidance on treasury solutions while driving new business opportunities and deepening existing relationships.

Major Responsibilities:

80% Business Development & Relationship Management

  • 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 through close 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 MUFG’s 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 bank’s sales management platforms.

20% Risk Management & Compliance

  • Ensure all 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 activities and periodic client reviews by partnering 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 all 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.

The ideal candidate will have:

  • 7–10 years of sales and relationship management experience, preferably with a leading transaction banking provider (domestic or international).
  • 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.
  • Provide strategic insights and thought leadership to clients.
  • Established network and industry relationships within the Financial Institutions Group sector 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 the 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 a strong understanding of 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, with the ability to effectively present and position the bank's solutions to sophisticated financial institution clients.
  • Proficiency in Microsoft Office (Word, Excel, and PowerPoint) and the 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.

The typical base pay range for this role is between $117K - $190K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

HQ

MUFG New York, New York, USA Office

1221 6th Ave, New York, NY, United States, 10020

MUFG Jersey City, New Jersey, USA Office

34 Exchange Pl, Jersey City, NJ, United States, 07302

Similar Jobs

An Hour Ago
Hybrid
23-31 Hourly
Entry level
23-31 Hourly
Entry level
Fintech • Financial Services
Serve customers in-branch by opening accounts, handling transactions, processing service and credit requests, and identifying sales opportunities. Build relationships through discovery conversations, promote banking products and digital tools, perform teller/cash-handling duties, maintain compliance and risk controls, and coordinate referrals to licensed specialists.
An Hour Ago
Hybrid
Little Neck, NY, USA
23-31 Hourly
Entry level
23-31 Hourly
Entry level
Fintech • Financial Services
Serve customers in-branch by opening accounts, processing transactions, handling teller/cash activities, making referrals, and promoting banking products. Build relationships through proactive conversations, support credit applications and service requests, and follow compliance and risk controls while assisting teammates to deliver consistent customer experiences.
An Hour Ago
Hybrid
23-31 Hourly
Entry level
23-31 Hourly
Entry level
Fintech • Financial Services
Serve as a frontline banker building customer relationships, supporting account openings, cash handling, service requests, and credit applications. Promote banking products, perform teller duties, use digital tools, ensure compliance with risk controls, and coordinate referrals to licensed specialists to meet branch growth and customer needs.

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account