Treasury Advisory Executive

Bank of America; Philadelphia (Philadelphia County); On-site; USD 147,000 - 234,000; Full time

Benefits offered by this job

Discretionary incentive plan

Competitive benefits

Job summary

Bank of America is seeking a Treasury Advisory Executive (Director) to provide independent treasury advisory services to a broad client base, including multinationals, financial institutions and public sector organizations. You will deliver strategic insights, industry expertise and market intelligence to support GPS solutions.

The role focuses on advisory, thought leadership, and cross-functional collaboration with GPS Sales, Client Coverage and Product Management to advance client engagements

Qualifications

• 7-10 years of corporate treasury experience.
• Advising clients on treasury strategy and operations.
• Strong understanding of treasury principles and processes.
• Excellent analytical and problem-solving abilities.
• Excellent communication and ability to influence senior stakeholders.
• Strong presentation skills and thought leadership.
• Willingness to travel approximately 30%.

Responsibilities

• Act as a trusted advisor to senior client stakeholders in finance and treasury.
• Lead advisory engagements with internal partners to align advisory insights with client strategies.
• Develop advisory content, diagnostic frameworks, and strategic perspectives.
• Collaborate with GPS Sales, Client Coverage, and Product Management teams.
• Represent Bank of America at industry forums and client events as a subject-matter expert.

Skills

Treasury advisory

Client advisory

Strategic planning

Analytical skills

Communication skills

Presentation skills

Travel willingness

Education

Certifications (CTP, CPA, CGMA)

Tools

ERP

Treasury Management Systems (TMS)

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!

The Treasury Advisory Executive (Director)

The Treasury Advisory Executive (Director) is a senior member of the Global Payments Solutions (GPS) Advisory team within the Specialized Product Sales group, reporting directly to the Global Head of Advisory. 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.

Key Responsibilities

• Client Advisory & Strategic EngagementAct as a trusted advisor to senior client stakeholders in finance and treasury functions, provide objective guidance on treasury strategy, operating models, and transformation initiatives. Lead consultative discussions to understand client needs, challenges, and priorities relevant to corporate treasury, and develop tailored insights and recommendations for addressing them. Support client engagements through the development of advisory content, diagnostic frameworks, and strategic perspectives. Collaborate with internal partners across product, GPS Sales, and Client Coverage to ensure alignment of advisory insights with broader client engagement and acquisition strategies.
• Treasury Advisory ExpertiseProvide guidance across a range of corporate treasury topics, including: International expansion and operating model design, Shared Service Center operations and treasury centralization, Liquidity management and cash structuring models, Business resilience, governance, and compliance, Treasury technology, including ERP and Treasury Management Systems (TMS) integration, Treasury transformation, operational process workflow and organisational design.
• Typical engagement scenarios include:
  • Mergers, acquisitions, and divestitures (integration and optimization)
  • Risk management frameworks and methodologies
  • Order-to-cash and procure-to-pay optimization
  • Cash forecasting and liquidity management strategies
  • In-house bank structures and treasury centralization initiatives
• Market Intelligence & Thought LeadershipConduct ongoing research into global treasury trends, market developments, and emerging operating models to assist clients with interpretation and impact analysis. Identify and analyse treasury‑related industry trends, competitive dynamics, and evolving client needs. Develop and deliver thought leadership content, including presentations, white papers, and client‑facing materials. Represent the bank at industry forums, conferences, and client events as a subject‑matter expert.
• Internal Partnership & ContributionCollaborate with internal teams to support client strategy development and ensure consistent messaging and positioning. Contribute to the development of advisory frameworks, tools, and methodologies for the benefit of the global team. Support proposal development and client presentations where advisory input is required.

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.
• 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.
• Willingness to travel approximately 30% to support client engagements and industry participation.

Desired Qualifications

• Technical Expertise (Preferred)
  • 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 DevelopmentCustomer and Client FocusLeadership DevelopmentStrategy Planning and DevelopmentBusiness AcumenChange ManagementClient ExperienceBrandingClient SolutionsAdvisory Inclusive LeadershipAccount ManagementAdaptabilityPresentation SkillsTalent 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)

Pay and benefits information

Pay range $146,500.00 - $234,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This 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.

Benefits

This 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.

Privacy Statement

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About us

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multifaceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

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Opportunity and Inclusion

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Pay Transparency

https://careers.bankofamerica.com/en-us/pay-transparency