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

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Demonstrates extensive expertise in corporate treasury principles and advisory consulting, with a strong ability to influence stakeholders and drive strategic initiatives. Proficient in managing client engagements and delivering actionable insights through advanced analytical and communication skills.

Highest-signal resume keywords

Corporate Treasury ExpertiseTreasury Advisory ConsultingStakeholder InfluenceAnalytical Problem-SolvingTreasury Management Systems (TMS)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Corporate Treasury PrinciplesTreasury StrategyFinancial AnalysisOperational ModelsMarket PracticesRegulatory EnvironmentsClient Engagement ManagementStrategic InsightsComplex Deal ManagementEmerging Solution Development

Soft Skills

Advanced CommunicationInterpersonal SkillsPresentation SkillsThought LeadershipCollaboration

Tools & Technologies

ERP SystemsTreasury Management Systems (TMS)Market Analysis ToolsClient Relationship Management Tools

Certifications & Qualifications

CTPCPACGMA

Industry Keywords

Treasury Advisory ServicesMultinational CorporationsFinancial InstitutionsPublic Sector OrganizationsMarket Share GrowthClient CoverageProduct ManagementStrategic Client ReviewsConsultative DiscussionsEmerging Product Trends

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, reviews, account management, complex deals, and emerging solution opportunities
Support deal activity to grow market share
Represent the bank at key industry events
Lead consultative discussions at multiple organizational levels
Provide product-line expertise
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 supporting 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 (e.g., CTP, CPA, CGMA) are advantageous

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Flexible benefits supporting physical, emotional, and financial wellness