Treasury Associate Jobs in Boston, MA (NOW HIRING)

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

The Sr. Banking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. The role serves as a trusted advisor to prospective and existing clients, delivering treasury, liquidity, payment, and cash management solutions while identifying opportunities to deepen client relationships across the broader Stifel platform. The position collaborates closely with Banking, Product, Operations, Technology, and external partners to support growth initiatives, product development, client onboarding, and strategic market expansion.

• Partner with Venture Banking, Fund Banking, Commercial Banking, and specialty banking teams to acquire, retain, and expand client relationships.
• Develop treasury and liquidity strategies tailored to venture-backed companies, private investment funds, sponsor-backed businesses, and institutional clients.
• Support relationship teams with prospecting, client pitches, RFP responses, treasury diagnostics, Treasury & Liquidity Solutions
• Deliver consultative treasury management solutions including payments, receivables, liquidity management, deposit products, fraud mitigation, digital banking, and cash optimization strategies.
• Partner with Operations, Technology, Compliance, and Product teams to ensure successful implementation and ongoing support of treasury solutions.
• Serve as an escalation point for complex treasury and onboarding opportunities.
• Provides support to all internal and external clients through all phases including the onboarding process.
• Engage and work with internal and external partners, including other Stifel business units and 3rd party service providers.

• Experience supporting venture-backed growth companies, private funds, private equity firms, venture capital firms, and institutional clients.

• Strong understanding of treasury management, cash management, liquidity products, commercial deposits, and digital banking solutions.

• Knowledge of fintech treasury platforms, payment technologies, and emerging banking technologies.

• Demonstrated success in consultative sales, client acquisition, and relationship expansion.

• Strong executive presence with the ability to engage C-suite, CFO, Controller, Treasury, and Operations stakeholders.

• Strong verbal, written and presentation skills with the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public

• Ability to meet deadlines and work with limited supervision while maintaining meticulous attention to detail.

• Some travel may be required.

• Minimum Required: Bachelor's Degree in Finance or equivalent experience
• Minimum Required: 7+ years' related experience and/or training; or equivalent combination of education and experience

• Minimum Required: CTP Preferred

• Proficient in required software, computer, internet and operating systems necessary to deliver Bank products and services
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook

Salary: USD $190,000.00/Yr. - USD $220,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidates qualifications, skills, and overall competencies for the position. The base salary is one component of Stifels overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifels current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.