Treasury Advisory Executive

Treasury Advisory Executive (Director)

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Key Responsibilities

• Act as a trusted advisor to senior client stakeholders in finance and treasury functions, provide objective guidance on treasury strategy, operating models, and transformation initiatives.
• Lead consultative discussions to understand client needs, challenges, and priorities relevant to corporate treasury, and develop tailored insights and recommendations for addressing them.
• Support client engagements through the development of advisory content, diagnostic frameworks, and strategic perspectives.
• Collaborate with internal partners across product, GPS Sales, and Client Coverage to ensure alignment of advisory insights with broader client engagement and acquisition strategies.

Treasury Advisory Expertise

Provide guidance across a range of corporate treasury topics, including:

• International expansion and operating model design
• Shared Service Center operations and treasury centralization
• Liquidity management and cash structuring models
• Business resilience, governance, and compliance
• Treasury technology, including ERP and Treasury Management Systems (TMS) integration
• Treasury transformation, operational process workflow and organizational design

Typical engagement scenarios include:

• Mergers, acquisitions, and divestitures (integration and optimization)
• Risk management frameworks and methodologies
• Order-to-cash and procure-to-pay optimization
• Cash forecasting and liquidity management strategies
• In-house bank structures and treasury centralization initiatives

Market Intelligence & Thought Leadership

• Conduct ongoing research into global treasury trends, market developments, and emerging operating models to assist clients with interpretation and impact analysis.
• Identify and analyze treasury-related industry trends, competitive dynamics, and evolving client needs.
• Develop and deliver thought leadership content, including presentations, white papers, and client-facing materials.
• Represent the bank at industry forums, conferences, and client events as a subject matter expert.

Internal Partnership & Contribution

• Collaborate with internal teams to support client strategy development and ensure consistent messaging and positioning.
• Contribute to the development of advisory frameworks, tools, and methodologies for the benefit of the global team.
• Support proposal development and client presentations where advisory input is required.

Required Qualifications

• 710 years of experience in corporate treasury, finance, and/or treasury advisory consulting, ideally within a multinational environment.
• Demonstrated experience advising clients or senior stakeholders on treasury strategy and operations.
• Strong understanding of corporate treasury principles, operating models, and processes.
• Exceptional analytical and problem-solving skills, with the ability to translate complex issues into actionable insights.
• Advanced communication and interpersonal skills, with the ability to influence senior stakeholders.
• Strong presentation and thought leadership capabilities.
• Willingness to travel approximately 30% to support client engagements and industry participation.

Desired Qualifications

• Technical Expertise (Preferred)
• Familiarity with treasury technology landscapes, including ERP and Treasury Management Systems (TMS)
• Understanding of treasury-related regulatory environments and market practices.
• Relevant professional certifications (e.g., CTP, CPA, CGMA) are advantageous.

Skills

• Business Development
• Customer and Client Focus
• Leadership Development
• Strategy Planning and Development
• Business Acumen
• Change Management
• Client Experience Branding
• Client Solutions Advisory
• Inclusive Leadership
• Account Management
• Adaptability
• Presentation Skills
• Talent Development

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay range $146,500.00 - $234,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.