Treasury Advisory Executive

Bank of America

Treasury Advisory Executive advising multinational clients on treasury strategy, transformation, and liquidity. Supporting Bank of America’s Global Payments Solutions through thought leadership and strategic client engagements.

Posted 8/21/2026full-timeNew York City • Illinois, New York, North Carolina • 🇺🇸 United StatesSeniorLead💰 $146,500 - $234,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in treasury strategy, operating models, and transformation initiatives, with a strong focus on client advisory and relationship management. Proficient in developing tailored insights, presentations, and thought leadership materials while navigating complex treasury environments and regulatory frameworks.

Highest-signal resume keywords

Corporate Treasury ExpertiseTreasury Advisory ConsultingClient Stakeholder EngagementAnalytical Problem-SolvingPresentation and Thought Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury StrategyLiquidity ManagementCash ForecastingRisk ManagementTreasury TransformationOrder-to-Cash OptimizationProcure-to-Pay OptimizationIn-House BankingCorporate Treasury PrinciplesOperating Models

Soft Skills

Advanced CommunicationInterpersonal SkillsConsultative DiscussionCollaboration

Tools & Technologies

ERP SystemsTreasury Management Systems

Certifications & Qualifications

CTPCPACGMA

Industry Keywords

Multinational CorporationsFinancial InstitutionsPublic Sector OrganizationsTreasury GovernanceRegulatory Environments

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
Advise senior client stakeholders on treasury strategy, operating models, and transformation initiatives
Lead consultative discussions and develop tailored insights and recommendations
Develop advisory content, diagnostic frameworks, and strategic perspectives
Collaborate with GPS Sales, Client Coverage, Product Management, product, sales, and client relationship teams
Provide expertise on international expansion, shared service centers, liquidity management, resilience, governance, compliance, treasury technology, and treasury transformation
Support mergers, acquisitions, divestitures, risk management, order-to-cash and procure-to-pay optimization, cash forecasting, in-house banking, and treasury centralization initiatives
Research global treasury trends, market developments, competitive dynamics, and emerging operating models
Develop presentations, white papers, and client-facing thought leadership materials
Represent Bank of America at industry forums, conferences, and client events
Contribute to advisory frameworks, tools, and methodologies
Support proposal development and client presentations
Manage client engagements, reviews, account management, complex deals, and emerging solution opportunities
Present at key industry events and lead consultative discussions
Assist banking line partners with treasury management, product risk, and policy application
Manage segment initiatives and develop programs and policies for Global Treasury solutions and local market strategies
Act as product or industry expert in client call planning and strategic client reviews

Requirements

What you’ll need

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
Advanced communication and interpersonal skills
Strong presentation and thought leadership capabilities
Willingness to travel approximately 30%
Familiarity with ERP and Treasury Management Systems (TMS) preferred
Understanding of treasury-related regulatory environments and market practices
Relevant professional certifications such as CTP, CPA, or CGMA advantageous

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Annual discretionary incentive award based on individual performance, line of business/group performance, and overall company success