Treasury Advisory Executive (Director)

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.
• 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

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

Shift

1st shift (United States of America)

Hrs Per Week

40