About the Role
The Investment Solutions Sales Specialist advises corporate treasury clients on operational, reserve, and strategic liquidity. This role involves direct client coverage and the development of tailored investment and liquidity solutions across various products. You will manage a portfolio of multinational corporate clients, generate new opportunities, and contribute to team revenue and profitability goals. The position requires close collaboration with internal teams to connect clients' treasury priorities with investment solutions, offering daily exposure to corporate treasury decision-makers, financial markets, and global product partners.
Responsibilities
- Advise a defined portfolio of multinational corporate clients on liquidity and cash investment strategies, considering their liquidity profile, investment policy, duration, yield, credit exposure, and operational requirements.
- Originate, structure, price, and coordinate the execution of Cash Management investment solutions, including deposits, money market funds, agency reverse repo, and tailored liquidity structures, in close partnership with relevant product teams.
- Develop trusted relationships with corporate treasury clients through regular direct interaction, including daily communication through Bloomberg and other channels, and lead client discussions on market developments, liquidity positioning, and investment opportunities.
- Identify new business opportunities by analyzing client and market data, corporate financial information, liquidity events, and broader financing or capital markets activity, and convert these insights into actionable client strategies.
- Develop integrated solutions that connect investment products with broader treasury needs, including liquidity structures, cash collateral, transactional FX, and other relevant Corporate Bank capabilities.
- Collaborate across Corporate Coverage, Cash Management, Treasury, Risk Management Solutions, and Investment Bank teams to deliver a coordinated client approach, support product innovation, and grow the overall profitability of client relationships.
Requirements
- Bachelor’s degree in business, economics, finance, or another relevant quantitative field, or equivalent professional experience.
- Relevant professional experience in corporate banking, cash management, investment or liquidity solutions, fixed income or money markets, corporate treasury, or asset-liability and balance sheet management.
- Strong analytical and commercial judgment, including the ability to evaluate pricing, yield, liquidity, and risk considerations and translate the analysis into clear client recommendations.
- Demonstrated client-facing experience and the ability to explain financial products and market developments clearly and confidently to corporate treasury professionals and other senior stakeholders.
- Strong organizational and execution skills, with the ability to manage multiple client opportunities, coordinate across stakeholders, and deliver accurate work under time pressure.
Skills
- Consultative sales mindset
- Ability to identify underlying client needs, develop tailored solutions, and build trusted long-term relationships
- Knowledge of corporate treasury practices, investment policies, liquidity management, financial markets, and factors influencing short-term interest rates and corporate cash deployment
- Experience using Bloomberg Terminal or other financial-market platforms for client communication, market monitoring, pricing, or financial analysis
- Proficiency in Excel and ability to use data and financial analysis to evaluate opportunities and support client recommendations
- Proactive and collaborative approach
- Confidence to take ownership, contribute new ideas, and work effectively with colleagues across products and global locations
Location
- New York, NY
Work Type
- Hybrid
Experience Level
- Assistant Vice President
Education Level
- Bachelor’s degree in business, economics, finance or another relevant quantitative field, or equivalent professional experience.
Salary/Compensations
- $97,000 - $160,500
Benefits
- A diverse and inclusive environment that embraces change, innovation, and collaboration
- Hybrid working model, allowing for in-office / work from home flexibility
- Generous vacation, personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
- Educational resources, matching gift, and volunteer programs
- Access to physical, emotional, and financial wellness benefits
About the Company
- We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
- Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.
- Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.
- EEOC Know Your Rights
- Employee Rights and Responsibilities under the Family and Medical Leave Act
- Employee Polygraph Protection Act
