Treasury Advisory Executive

Bank of America

. Deliver independent, consultative treasury advisory services to multinational corporations, financial institutions, and public sector organizations .

Posted 11/2/2026full-timeUnited StatesSeniorLead💰 $146,500 - $234,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in corporate treasury principles and advisory services, with a strong ability to influence senior stakeholders and deliver actionable insights. Proven track record in managing client engagements and developing strategic treasury solutions in a multinational environment.

Highest-signal resume keywords

Corporate Treasury ExpertiseTreasury Advisory ConsultingClient Engagement ManagementAdvanced Communication SkillsTreasury Management Systems (TMS)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury StrategyFinancial AnalysisProblem-SolvingRegulatory ComplianceMarket Analysis

Soft Skills

Interpersonal SkillsInfluencing SkillsPresentation SkillsThought Leadership

Tools & Technologies

ERP SystemsTreasury Management Systems (TMS)

Certifications & Qualifications

CTPCPACGMA

Industry Keywords

Treasury PrinciplesCorporate FinanceMultinational EnvironmentClient CoverageProduct Risk

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Deliver independent, consultative treasury advisory services to multinational corporations, financial institutions, and public sector organizations
Help clients address complex treasury challenges through strategic insights, industry expertise, and best-practices guidance
Partner closely with GPS Sales, Client Coverage, and Product Management teams
Manage client engagements and reviews, account management, complex deals, and emerging solution opportunities
Present at key industry events and lead consultative discussions across organizational levels
Provide product-line expertise and represent the bank with clients and industry stakeholders
Assist banking line partners with treasury management, product risk, and policy application throughout the sales cycle
Manage strategy and tactical execution of segment initiatives across major Lines of Business
Drive collaboration among product, sales, and client relationship teams
Identify and develop responses to emerging product trends, competitive strategies, and market gaps
Develop and implement programs and policies with market leadership for Global Treasury solutions and local market strategies
Act as product or industry expert in client call planning and strategic client reviews
Identify opportunities and influence solutions

Requirements

What you’ll need

7–10 years of experience in corporate treasury, finance, and/or treasury advisory consulting, ideally within a multinational environment
Ability to travel up to 30% of the time
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
Ability to translate complex issues into actionable insights
Advanced communication and interpersonal skills
Ability to influence senior stakeholders
Strong presentation and thought leadership capabilities
Familiarity with treasury technology landscapes, including ERP and Treasury Management Systems (TMS)
Understanding of treasury-related regulatory environments and market practices
Relevant professional certifications such as CTP, CPA, or CGMA are advantageous

Benefits

Comp & perks

Discretionary incentive eligible; participation in the annual discretionary plan
Annual discretionary award based on individual performance, line of business/group performance, and Company success
Benefits eligible
Paid time off
Resources and support to make an impact and contribute to sustainable business and community growth
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact