About The Position

The Associate, GTB Advisory supports the Director, GTB Advisory in translating client needs, market intelligence and strategic priorities into actionable product, commercial and organizational outcomes. The role conducts research and analysis, prepares executive and client materials, supports complex transaction-banking solutions and strategic opportunities, and coordinates deliverables across Product, Sales, Coverage, Operations, Technology, Risk and other control partners. Through disciplined execution, accurate reporting and structured stakeholder follow-up, the role strengthens the division’s advisory capability, commercialization agenda and delivery of strategic transformation priorities.

Requirements

  • Bachelor’s degree in finance, economics, business, international affairs, data analytics, or a related discipline, or equivalent relevant education and experience.
  • Two to six years of relevant experience in transaction banking, treasury services, consulting, corporate or commercial banking, financial-services strategy, analytics, product management, or a related client-facing function.
  • Working knowledge of transaction banking and corporate treasury concepts, with the ability to develop expertise across cash management, payments, liquidity, deposits, trade finance, working capital, and treasury technology; proficiency in Excel and PowerPoint.
  • Strong analytical thinking, structured problem solving, written and verbal communication, presentation development, attention to detail, organization, and collaboration.
  • English required.
  • Ability to travel as required for client meetings, industry events, and business needs.
  • Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

  • Japanese is preferred; Spanish, Portuguese, French, or another language relevant to the Americas client base is a plus.
  • Experience supporting client-facing, product, strategy or consulting teams in a global financial institution; exposure to strategic planning, competitive intelligence, product commercialization, complex solution development or executive communications; familiarity with Japanese and non-Japanese multinational clients; and a relevant advanced degree or professional credential.

Responsibilities

  • Conduct market, competitor and industry research across cash management, payments, liquidity, trade finance, working capital, treasury technology, APIs, digital assets, emerging automation capabilities and relevant fintech developments; synthesize findings into concise briefings, business cases and recommendations for Product and division leadership.
  • Support senior advisory colleagues in client meetings, treasury reviews, strategic opportunities and RFPs; analyze client feedback and needs; prepare tailored presentations and solution materials; and provide Product and Sales teams with evidence to assess enhancements, commercialization priorities and cross-product opportunities.
  • Gather and organize inputs from Product, Sales, Coverage, Operations, Technology, Credit, Risk, Compliance and Legal; perform supporting analysis; maintain action logs and implementation dependencies; and escalate gaps or blockers promptly to the Director, GTB Advisory.
  • Maintain accurate client-feedback repositories, opportunity analyses, initiative trackers, supporting records and management materials; follow applicable confidentiality, documentation, approval, records-management and control requirements; and correct or escalate data quality and control exceptions within agreed timelines.
  • Support assigned strategic and enterprise initiatives through research, workplan tracking, governance materials and follow-up; document reusable insights, solution frameworks, templates and playbooks; and contribute to team training and knowledge-sharing activities.
  • Participate actively in cross-functional assignments by maintaining visibility of capacity and deadlines, completing work across relevant products, clients, analyses, presentations, and strategic initiatives, escalating workload conflicts promptly, and seeking structured feedback after significant assignments.

Benefits

  • Medical
  • Dental
  • 401K plans
  • discretionary bonus
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service