Treasury Advisory Executive
$146.5k - $234kBank of America Financial Center
Job Description: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!Job Description:The Treasury Advisory Executive (Director) is a senior member of the Global Payments Solutions (GPS) Advisory team within the Specialized Product Sales group, reporting directly to the Global Head of Advisory. This role delivers independent, consultative treasury advisory services to a broad client base including multinational corporations, financial institutions, and public sector organizations. The position is focused on helping clients address complex treasury challenges through strategic insights, industry expertise, and best practices guidance. The role operates in close partnership with GPS Sales, Client Coverage, and Product Management teams, while maintaining a primary focus on delivering client advisory, thought leadership, and market insights to complement GPS solutions.Key ResponsibilitiesClient Advisory & Strategic EngagementAct 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 ExpertiseProvide guidance across a range of corporate treasury topics, including:International expansion and operating model designShared Service Center operations and treasury centralizationLiquidity management and cash structuring modelsBusiness resilience, governance, and complianceTreasury technology, including ERP and Treasury Management Systems (TMS) integrationTreasury transformation, operational process workflow and organizational designTypical engagement scenarios include:Mergers, acquisitions, and divestitures (integration and optimization)Risk management frameworks and methodologies Order-to-cash and procure-to-pay optimizationCash forecasting and liquidity management strategiesIn-house bank structures and treasury centralization initiatives Market Intelligence & Thought LeadershipConduct 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 & ContributionCollaborate 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.Responsibilities:Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal supportServes as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertiseAssists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycleManages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teamsIdentifies and develops responses to emerging product trends, competitive strategies, and market gapsDevelops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategiesActs as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutionsRequired Qualifications:7–10 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 DevelopmentCustomer and Client FocusLeadership DevelopmentStrategy Planning and DevelopmentBusiness AcumenChange ManagementClient Experience BrandingClient Solutions AdvisoryInclusive LeadershipAccount ManagementAdaptabilityPresentation SkillsTalent DevelopmentShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - 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 and benefits informationPay range$146,500.00 - $234,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.SummaryLocation: New York; Chicago; Salt Lake City; CharlotteType: Full time
$134k - $181k
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...to join our Banking Practice with a focus on Account Growth & Advisory.This role is designed for an entrepreneurial, client-focused leader... ...Monroe's footprint within existing client accounts.Develop and execute strategic account growth plans that deepen client relationships...Local areaImmediate startFlexible hours- Job Description Join a world-class academic healthcare system, UChicago Medicine, as the Executive Director, Treasury and Debt Management responsible for providing essential operational and analytical support to the Vice President, Chief Treasury Officer (Treasurer) and...Full time
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$193.5k - $353.25k
...We CollectYour Privacy ChoicesTeam OverviewThe U.S. Compliance Advisory team provides practical, risk-based compliance advice to... ...and operations, ensuring clear ownership, prioritization and execution of required implementation plans. Provide executive oversight...Full timeTemporary workWork experience placementWork at officeFlexible hours2 days per week- ...Managing Director, Chief Financial Officer (CFO) Advisory About the Company Leading business advisory and investment banking firm... ...financial leadership. This role involves partnering with executives, private equity sponsors, and lenders on critical financial initiatives...Interim role
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