Treasury Consulting - Client Advisory - Executive Director

JPMorgan Chase & Co. • Philadelphia, PA

1d • $166,250 - $260,000

About The Position

As a Treasury Consultant on the Treasury Consulting team, the Executive Director leads the scoping and delivery of consulting services for companies seeking to enhance or transform their treasury and cash operations structures and processes. Engagements may include treasury centralization and maturity analysis, business process re-engineering for Treasury, AP and AR, and industry and market insights such as benchmarking diagnostics. The role provides best practices, insights and recommendations to help treasury functions evolve and scale as companies grow organically or through mergers and acquisitions.

The position also develops client relationships and customized solutions, communicates findings and recommendations to senior client leaders, coordinates with internal sales, banking, product and international specialists, and contributes to industry thought leadership and internal training. The role includes coaching Analysts and Associates and collaborating with consultants on client engagements and internal projects.

Requirements

• BA/BS degree.
• At least 7 years of progressive treasury experience in corporate treasury or treasury consulting.
• Expert-level knowledge of global Treasury and Cash Management, including AP and AR processes and daily cash processes.
• Ability to analyze problems, identify new insights, communicate effectively and confidently both orally and in writing, and gain support from cross-functional partners.
• Strong project management skills and a well-organized, structured approach, with the ability to meet tight timelines on complex deliverables across teams.
• Team-oriented interpersonal leadership and influencing skills, including the ability to interact at all organizational levels in a peer-like manner, facilitate negotiation of critical client matters, and consider diverse perspectives.
• Advanced or strong Microsoft Office skills, particularly Excel and PowerPoint.

Nice To Haves

• Experience working in a large corporate treasury or cash operations (AP/AR) team at senior manager level, or in treasury consulting at principal or senior manager level.
• Knowledge of J.P. Morgan Treasury Services products.
• Familiarity and recent user experience with Treasury Management Systems (TMS), Enterprise Resource Programs (ERP), and other technology solutions supporting Treasury, AP and AR processes.

Responsibilities

• Understand strategic trends in Treasury and Cash Management across industries and apply market knowledge and expertise in engagements and across a specified client base.
• Lead and execute consulting engagements from kick-off and discovery through analysis and recommendations, including in-depth analysis and solutioning based on client needs and pain points.
• Create customized, client-focused recommendations and solutions spanning internal processes and organizational design.
• Identify key needs in clients’ treasury operations, communicate pain points effectively, and quantify benefits using client-provided data.
• Communicate effectively with CFOs, Treasurers and senior client leadership to pitch and present engagement results.
• Coordinate and communicate across Treasury Sales, Bankers, product and international specialists, and other firm stakeholders to develop and support client solutions.
• Create and promote innovative treasury content through speaking at client and industry events and contributing to publicly available thought leadership and collateral.
• Develop content that sales and banking teams can use to further dialogue with their clients.
• Develop and deliver training on industry or treasury topics to internal sales, banking, middle-office and consulting teams.
• Partner with team members and coach and train Analysts and Associates to build the team’s talent pipeline.
• Collaborate with fellow consultants on client engagements, new content and internal projects.

Benefits

• Competitive total rewards package, with base salary determined by role, experience, skill set and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive