Treasury Advisory Executive

Bank of America•Chicago, IL

3d•$146,500 - $234,000•Onsite

About The Position

At Bank of America, 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 supports client engagements and complex deals, represents the bank at industry events, advises banking partners on treasury management and product risk, and helps develop market and segment strategies across lines of business. The role is based in the bank’s in-office culture, with locations listed in Chicago, Illinois, and New York, New York, and 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 within 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.
Help banking line partners understand treasury management and product risk, and ensure applicable policies are applied through the sales cycle.
Manage the strategy and tactical execution of segment initiatives across major Lines of Business, driving 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 drive Global Treasury solutions and local market strategies.
Act as a product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions.