Director, Treasury Management

Cornerstone Advisors; United States; Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Professional growth opportunities

Collaborative and entrepreneurial culture

Performance-based incentives

Job summary

A boutique management consulting firm is seeking a results-oriented professional to lead treasury management advisory services. You will enhance client operations, build strong relationships, and leverage proprietary data to provide actionable insights. Candidates should have over 10 years of experience in treasury management or commercial banking, with at least 5 years in leadership roles. Join a collaborative culture focused on delivering impactful solutions for community banks and credit unions.

Qualifications

• 10+ years of experience in treasury management or commercial banking.
• 5+ years in leadership roles.
• Deep expertise in treasury services and cash management.

Responsibilities

• Lead treasury management consulting engagements for bank clients.
• Deliver data-driven insights using proprietary research tools.
• Build and nurture long-term client relationships.

Skills

Treasury management expertise

Client relationship management

Project management

Data analysis proficiency

Communication skills

Business development

Education

Bachelor's degree in finance, economics, business, or related field

Advanced degree (MBA or equivalent)

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Cornerstone Advisors is a boutique management consulting firm focused exclusively on serving community banks, credit unions, and fintechs. For over 20 years, our team has partnered with executive leaders at top mid‑sized financial institutions to tackle their most pressing challenges with innovative strategies and actionable solutions. We are obsessed with delivering wildly prescriptive, practical advice and driving real changes for our clients as they navigate a rapidly evolving banking landscape.

Our expertise spans treasury management, payments advisory, technology selection and implementation, contract negotiations, performance improvement, vendor management, strategic planning, and M&A advisory, all powered by proprietary data and deep industry knowledge.

Who You Are:

The right candidate for this role is:

• A high‑agency, results‑driven professional with a “bias for action”
• Innately curious and energized by gaining a deep understanding of complex topics and emerging trends.
• Comfortable working with incomplete or imperfect information, with a default setting of bringing order to unstructured situations.
• A hands‑on problem‑solver who gets into the gritty details to identify creative solutions to complex client challenges.
• Someone with a high standard of personal accountability: you take ownership and you deliver on your commitments.
• A confident communicator and relationship builder who can operate credibly with c‑level executives.

What You’ll Do:

As a member on our consulting team, you will serve as a trusted advisor to financial institutions, helping them formulate strategies, optimize operations, and enhance bottom‑line results. From day one, you will play a critical, client‑facing role across all facets of advisory engagements.

You can expect to work across a wide range of client profiles and project types, from helping a $2 billion community bank redesign its treasury product suite and pricing model to partnering with a $15 billion institution to define their target operating model.

Core responsibilities span four areas:

Client Advisory & Delivery:

• Lead treasury management consulting engagements for bank and credit union clients.
• Advise on treasury product strategy, pricing, sales effectiveness, and service delivery models.
• Assess and optimize commercial banking operations, including cash management, liquidity solutions, and payments modernization.
• Deliver data‑driven insights using Cornerstone’s proprietary research and benchmarking tools.

Business Development:

• Build and nurture long‑term client relationships and develop a visible personal brand in the treasury management space.
• Identify and develop new client opportunities, partnering with internal teams to expand Cornerstone’s advisory footprint.
• Contribute to proposal development, client presentations, and thought leadership.

Thought Leadership & Industry Expertise:

• Serve as a subject matter expert in treasury management, staying ahead of regulatory, competitive, and technology trends.
• Contribute to white papers, webinars, and industry events that build Cornerstone’s presence in the market.
• Mentor and support junior consultants and project teams.
• Collaborate cross‑functionally with technology, strategy, and M&A advisory teams.
• Foster a high‑performance, client‑focused culture.

What You’ll Bring:

Professional Experience:

• 10+ years of experience in treasury management or commercial banking with at least 5 years in leadership roles.
• Deep expertise in treasury services, including cash management, liquidity solutions, and commercial payments.
• Management consulting experience is a plus but not required.

Skills & Expertise:

• Strong understanding of treasury and commercial banking trends, competitive dynamics, and technology providers.
• Excellent project and time management skills, with the ability to manage multiple priorities and deadlines simultaneously.
• Outstanding written and verbal communication skills and experience presenting to senior executives.
• Proficiency with data analysis and deriving insights to inform business decisions.
• High degree of competency with Microsoft Office, especially PowerPoint and Excel.
• Demonstrated business development and client relationship management skills.

Education:

• Bachelor’s degree in finance, economics, business, or a related quantitative field.
• An advanced degree (MBA or equivalent) is a plus but not required.

Why You Should Join Us:

• Work on consequential problems: your advice shapes how community banks and credit unions serve their commercial clients and compete in the market.
• Build your brand: In this role, you will be empowered to develop a visible presence in the treasury management space through thought leadership, industry events, and direct client relationships.
• No two projects are the same: you will work across a wide range of institutions, business models, and challenges.
• Collaborative, entrepreneurial culture: we are a firm of practitioners who challenge each other and share what we know.
• Competitive compensation and performance‑based incentives.
• Professional growth and leadership development opportunities backed by extensive institutional knowledge and industry‑leading proprietary data.

Additional Information:

• Location: Scottsdale, AZ, Raleigh, NC, or remote
• Travel: 33% - 50%

Cornerstone Advisors provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.