Raymond James
The Treasury Management Sales Associate supports the sales team in marketing, managing, and educating clients on deposit and treasury management products. Key duties include assisting with client onboarding, creating presentations, conducting reviews and risk assessments, and facilitating new business processes. The role acts as a sales resource in the absence of representatives while managing operational risk and compliance for complex sales efforts.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
186% above the average for this role
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