Treasury Advisory Lead — Remote/Hybrid

Clearsulting LLC; Dallas (TX); Hybrid; USD 120,000 - 156,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Unlimited PTO

Paid parental leave

Flexible work environment

Cell phone reimbursement

Access to mental health apps

Life insurance and disability coverage

Bonuses

Job summary

Clearsulting LLC seeks a Treasury Advisory Manager to lead treasury engagements and advise on technology selections, liquidity, and controls. You will own major workstreams, develop reusable methodologies, and build senior client relationships across finance and IT.

The role offers hybrid or remote work with a Dallas focus and expects ~8 in-person days per month when hybrid. You will mentor staff, guide proposals, and deliver executive-ready recommendations.

Qualifications

• Experience leading treasury advisory engagements from start to finish.
• Expertise in bank relationships, RFPs, and service negotiations.
• Knowledge of treasury technology, policies, controls, and process improvements.
• Experience with treasury management system implementations (TMS).
• Strong stakeholder management across treasury, finance, IT, and operations.
• Excellent written and verbal communication with clients and teams.

Responsibilities

• Lead treasury engagements from planning through delivery and governance.
• Design and implement treasury tech solutions, vendor assessments, and banking relationships.
• Develop executive-level client presentations translating complex issues into clear recommendations.
• Build and mentor teams, assign work, and ensure client-ready outputs.
• Support proposals, scoping, pricing inputs, and demonstrations.

Skills

Treasury advisory leadership

Bank relationship management

TMS implementations

Project management

Client-facing consulting

Data analysis & AI tooling

Education

Bachelor’s degree

Certified Treasury Professional (CTP)

Prior consulting experience

Tools

Kyriba

GTreasury

FIS Integrity/Quantum

SAP TRM

Job description

Clearsulting LLC seeks a Treasury Advisory Manager to lead treasury engagements and advise on technology selections, liquidity, and controls. You will own major workstreams, develop reusable methodologies, and build senior client relationships across finance and IT.

The role offers hybrid or remote work with a Dallas focus and expects ~8 in-person days per month when hybrid. You will mentor staff, guide proposals, and deliver executive-ready recommendations.