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Ampersand, Inc. · 3 weeks ago

SVP-Specialty Deposits

Milwaukee, WI

Full-time

Hybrid

Lead/Staff

Ampersand, Inc. is a Midwest-based, technology-enabled financial services firm specializing in treasury management. The SVP–Specialty Deposits will manage and grow specialty deposit accounts, develop treasury management solutions, and establish relationships with depositors, while overseeing operational and compliance frameworks.

Banking

Responsibilities

Managing and growing specialty deposit accounts

Developing tailored treasury management solutions

Establishing and maintaining relationships with depositors including Family Offices, Property Managers and Non Profits

Identifying and pursuing new business opportunities

Designing innovative deposit strategies

Overseeing the operational and compliance frameworks

Collaborating closely with internal and external stakeholders to achieve strategic goals

Providing expert guidance on deposit-related matters

Qualification

Financial services expertiseTreasury managementDeposit operationsBusiness developmentAnalytical skillsLeadership skillsCommunication skillsTeam-building skillsAdvanced degreeRelevant certificationsTech-enabled services experienceProblem-solving skillsDecision-making skills

Required

Expertise in financial services, treasury management, and deposit operations, with a deep understanding of related regulations and compliance requirements

Strong leadership, team-building, and relationship management skills to effectively collaborate with clients and internal teams

Strategic thinking and business development capabilities, with a proven track record of driving growth and innovation in deposit solutions

Exceptional analytical, problem-solving, and decision-making abilities to address complex financial scenarios

Outstanding verbal and written communication skills, with the ability to present solutions clearly to a diverse audience

Bachelor's degree in finance, business, accounting, or a related field

Experience with tech-enabled financial services and a passion for driving impactful solutions to meet client needs

Preferred

an advanced degree or relevant certifications (e.g., CFA, CTP)

Company

Ampersand, Inc.

Glassdoor3.5

Ampersand, Inc., is a Midwest-based tech-enabled financial services firm who is dedicated to addressing the distinctive treasury management needs of both financial institutions and depositors.

Founded in 2023

Waukesha, Wisconsin, USA

11-50 employees

https://trustampersand.com/

Funding

Current Stage

Early Stage

Leadership Team

Jessica Fuchs

Co-Founder, Chief Experience Officer

Suzanne Hoeppner

Co-Founder, Chief Risk & Compliance Officer

Company data provided by crunchbase