Treasury Advisory Executive

NBMBAA; Charlotte (NC); On-site; USD 147,000 - 234,000; Full time

Benefits offered by this job

Industry-leading benefits

Discretionary incentive plan

Job summary

Bank of America is seeking a seasoned Treasury Advisor to deliver independent advisory services to multinational clients, financial institutions, and public sector organizations. This role partners with GPS Sales, Client Coverage, and Product Management to provide strategic insights and market leadership.

You will manage client engagements, present at industry events, and guide treasury strategy and operations across major business lines.

Qualifications

• 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.
• Advising clients or senior stakeholders on treasury strategy and operations.
• Strong understanding of corporate treasury principles, operating models, and processes.
• Analytical and problem-solving skills, with 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.

Responsibilities

• Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal support
• Serves as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertise
• Assists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycle
• Manages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teams
• Identifies and develops responses to emerging product trends, competitive strategies, and market gaps
• Develops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies
• Acts as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions

Skills

Business Development

Client Focus

Leadership Development

Strategy Planning

Business Acumen

Change Management

Client Solutions Advisory

Inclusive Leadership

Account Management

Adaptability

Presentation Skills

Talent Development

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This role delivers independent, consultative treasury advisory services to a broad client base including multinational corporations, financial institutions, and public sector organizations. The position is focused on helping clients address complex treasury challenges through strategic insights, industry expertise, and best practices guidance The role operates in close partnership with GPS Sales, Client Coverage, and Product Management teams, while maintaining a primary focus on delivering client advisory, thought leadership, and market insights to complement GPS solutions.

Responsibilities:

• Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal support
• Serves as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertise
• Assists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycle
• Manages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teams
• Identifies and develops responses to emerging product trends, competitive strategies, and market gaps
• Develops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategies
• Acts as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutions

Required Qualifications:

• 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, with 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.

Desired Qualifications:

• Technical Expertise
• Familiarity with treasury technology landscapes, including ERP and Treasury Management Systems (TMS).
• Understanding of treasury-related regulatory environments and market practices.
• Relevant professional certifications (e.g., CTP, CPA, CGMA) are advantageous.

Skills:

• Business Development
• Customer and Client Focus
• Leadership Development
• Strategy Planning and Development
• Business Acumen
• Change Management
• Client Experience Branding
• Client Solutions Advisory
• Inclusive Leadership
• Account Management
• Adaptability
• Presentation Skills
• Talent Development

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$146,500.00 - $234,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.