Liquidity & Account Solutions Financial Institutions Specialist - Vice President

Join a team at the forefront of treasury, payments, and liquidity innovation.

In this role, you will partner with financial institutions and emerging market participants to solve complex cash, liquidity, account, and payment challenges.

As a Vice President, Liquidity & Account Solutions Specialist within Payments, you will serve as a subject matter expert across the firm's liquidity and account solutions suite for Financial Institutions clients.

You will partner with coverage teams and cross-functional stakeholders to develop and deliver innovative solutions involving deposits, account structures, liquidity optimization, third-party money, real-time payments, and emerging treasury technologies.

You will leverage your understanding of financial markets, treasury operations, and client business models to drive client engagement, support new business growth, and deepen existing relationships.

Job Responsibilities



* Serve as a trusted advisor and subject matter expert on liquidity and account solutions for Financial Institutions clients.


* Develop customized solutions across deposits, account structures, virtual accounts, liquidity management, and specialty account offerings.


* Partner with Sales and Banking teams to identify opportunities, support client strategy discussions, and drive business growth.


* Design account and liquidity structures that support operational efficiency, visibility, control, and regulatory requirements.


* Develop client proposals, presentations, and business cases that articulate solution benefits, implementation considerations, and value drivers.


* Advise clients on complex treasury and liquidity use cases, including reserve, client, proprietary, restricted, and third-party funds.


* Support go-to-market strategies for emerging business models, including embedded finance, sponsored structures, platform ecosystems, and third-party money solutions.


* Collaborate with Product, Legal, Risk, Compliance, Operations, and Technology teams to evaluate and implement new solutions and capabilities.


* Provide thought leadership on treasury transformation, payments innovation, liquidity optimization, and evolving industry trends.


* Gather market intelligence and client feedback to influence product strategy, roadmap prioritization, and solution enhancements.


* Manage and grow a portfolio of Financial Institutions relationships, driving retention, wallet share expansion, and solution adoption.

Required Qualifications, Capabilities, and Skill



* 5+ years of experience in Payments, Treasury Services, Transaction Banking, Financial Institutions coverage, Liquidity Management, Markets, or a related financial services discipline.


* Experience developing client strategies, commercial proposals, and complex multi-product solution frameworks.


* Strong understanding of financial institutions, including banks, broker-dealers, asset managers, private equity firms, fintechs...