Head of Treasury Management Servicing and Onboarding

Our client is a financial services organization experiencing tremendous growth with increasing complexity across its commercial client base. This role leads the end-to-end Treasury Management onboarding and servicing function, with full ownership of the client journey from post-sale implementation through ongoing servicing. Accountability includes speed to activation, operational quality, risk discipline, and long-term client satisfaction.

The position operates in a fast-paced environment and combines strategic leadership with hands-on execution. The leader builds scalable operating models, modernizes processes, and strengthens team performance while partnering closely with sales, product, technology, and risk stakeholders. The mandate centers on delivering consistent, compliant, low-friction client experiences that support revenue growth and market expansion.

What You Will Do

• Own the full Treasury Management onboarding and servicing lifecycle, from implementation through steady-state support.
• Define and execute a scalable servicing and onboarding strategy aligned with growth, volume expansion, and client complexity.
• Lead organizational transformation across people, process, and operating model to support scale and efficiency.
• Standardize onboarding workflows while supporting complex, high-value, and specialized client implementations.
• Establish clear ownership, handoffs, and accountability across sales, relationship management, product, onboarding, and servicing teams.
• Serve as the senior escalation point for high-impact client issues, driving root-cause resolution and sustainable fixes.
• Partner with product and technology teams on platform enhancements, integrations, and new Treasury Management capability launches.
• Influence product roadmap and prioritization by translating client feedback, servicing insights, and market dynamics into actionable requirements.
• Drive automation and digital enablement initiatives to reduce manual effort, improve consistency, and enhance client experience.
• Own operational risk, compliance alignment, audit readiness, and control discipline within onboarding and servicing.
• Define, track, and manage performance metrics tied to cycle time, service quality, client satisfaction, and risk outcomes.
• Prepare and deliver executive-level reporting with clear performance trends, insights, and recommendations.

What You Bring

• 12+ years of experience in banking or financial services with deep exposure to Treasury Management onboarding, servicing, or operations.
• 7+ years of progressive leadership experience managing managers and senior leaders.
• Demonstrated success scaling or transforming operational teams in growth environments.
• Strong understanding of Treasury Management products, implementation models, and servicing workflows.
• Experience leading process redesign, automation, or digital modernization initiatives.
• Ability to operate effectively at both strategic and execution levels.
• Strong cross-functional partnership skills across sales, product, technology, and risk organizations.
• Client-focused mindset paired with operational discipline and sound judgment.
• Data-driven approach to performance management and decision making.
• Executive presence with clear, direct communication and stakeholder management skills.