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

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).
• Relevant professional certifications (e.g., CTP, CPA, CGMA) are advantageous.

Skills

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

Shift

1st shift (United States of America)

Hrs Per Week

40