Treasury Advisory Executive

Bank of America • Charlotte, NC

1d • Onsite

About The Position

The Treasury Advisory Executive delivers independent, consultative treasury advisory services to multinational corporations, financial institutions, and public sector organizations. The role helps clients address complex treasury challenges through strategic insights, industry expertise, and best-practices guidance. It partners closely with GPS Sales, Client Coverage, and Product Management while focusing on client advisory, thought leadership, and market insights that complement GPS solutions. The position is based at the listed Bank of America locations in Chicago, Illinois, or New York, New York, and follows a first shift schedule of 40 hours per week. The role may require travel up to 30% of the time.

Requirements

• 7–10 years of experience in corporate treasury, finance, and/or treasury advisory consulting, ideally in 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, including 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.

Nice To Haves

• Familiarity with treasury technology landscapes, including ERP and Treasury Management Systems (TMS).
• Understanding of treasury-related regulatory environments and market practices.
• Relevant professional certifications such as CTP, CPA, or CGMA.

Responsibilities

• Manage client engagements and reviews, account management, complex deals, and emerging solution opportunities to grow market share through deal support.
• Represent the bank at key industry events, lead consultative discussions at multiple organizational levels, and provide product-line expertise.
• Assist banking line partners in understanding treasury management and product risk, and in applying relevant policies throughout the sales cycle.
• Manage the strategy and tactical execution of segment initiatives across major Lines of Business, promoting 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 with market leadership to advance Global Treasury solutions and local market strategies.
• Serve as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group performance, and the overall success of the company.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed