Treasury Consulting - Client Advisory - Executive Director

Aumni; Philadelphia (Philadelphia County); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Treasury Consultant to lead scoping and delivery of treasury solutions for innovative clients. You will guide centralization, cash management improvements, and process re-engineering across treasury, AP and AR functions.

You will collaborate with CFOs, Treasurers and senior leaders, develop tailored recommendations, and drive cross‑functional engagements with sales, product, and international teams to scale treasury capabilities.

Qualifications

• BA/BS degree required.
• 7+ years of treasury experience (corporate or consulting).
• Strong analytical, communication and cross-functional influencing skills.
• Proven project management with ability to meet tight timelines.
• Leadership and interpersonal skills to engage at all levels.

Responsibilities

• Define strategic trends in Treasury and Cash Management across industries.
• Lead engagements from kickoff to recommendations with deep-dive analysis.
• Create client-focused recommendations spanning internal processes and org design.
• Quantify benefits using client data and communicate to CFOs and senior leadership.
• Coordinate with Treasury Sales, Bankers, product and international teams to drive solutions.
• Develop treasury content for client events and thought leadership.

Skills

Strategic thinking

Treasury experience

Project management

Communication

Leadership

MS Office (Excel, PowerPoint)

Education

BA/BS degree

Tools

Microsoft Excel

PowerPoint

Job description

Are you a strategic thinker, passionate about leading and delivering solutions to the world’s most innovative companies? You have found the right team.

As a Treasury Consultant in the Treasury Consulting team, you will spearhead the scoping and delivery of treasury consulting services to companies aiming to enhance or revolutionize their treasury and cash operations structures and processes. Your engagements may encompass treasury centralization and maturity analysis, business process re-engineering for Treasury/AP/AR, and offering industry and market insights, including benchmarking diagnostics. Additionally, you will provide best practices, insights, and recommendations to support the evolution and scaling of treasury functions as companies expand organically or through mergers and acquisitions.

Job Responsibilities

• Understand and define the strategic trends in Treasury and Cash Management across diversified industries. Apply market knowledge and expertise in engagements and across a specified client base
• Successfully lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on clients’ needs and pain points
• Create client-focused, customized recommendations and solutions spanning internal processes and organizational design
• Identify key needs of clients’ treasury operations and effectively message pain points. Quantify benefits based on data provided from the client
• Effectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch and present the results of a consulting engagement
• Facilitate cross-functional coordination and communication with Treasury Sales, Bankers, product and international specialists, and other firm stakeholders to drive client solutioning and support
• Create and promote innovative and forward-thinking treasury content both through a speaker at client and industry events and through thought leadership that strengthens the firm’s publicly available thought leadership and collateral
• Develop content that can be leveraged by multiple sales and banking teams to further dialogue with their clients
• Develop and deliver training on industry or treasury topics to internal teams inclusive of sales, banking, middle office, and consulting peers
• Partner closely with team members and provide coaching and training to team Analysts and Associates, building up team’s talent pipeline
• Collaborate with fellow consultants to deliver client engagements, new content, and other internal projects

Required qualifications, capabilities and skills

• Requires a BA/BS degree
• Requires 7+ years of progressive treasury experience in corporate treasury or treasury consulting with expert-level knowledge of global Treasury and Cash Management including but not limited to AP and AR processes & daily cash processes
• Outstanding ability to analyze problems, identify new insights, communicate effectively and confidently (both oral and written), and garner support from cross-functional partners
• Strong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables across teams
• Team player with strong interpersonal leadership and influencing skills; ability to interact at all levels of the organization in a peer-like way to facilitate the negotiation of critical matters on behalf of the client; ability to consider diverse perspectives to get the best outcome
• Advanced/Strong Microsoft office skills needed, particularly Excel and PowerPoint

Preferred qualifications, capabilities and skills

• Experience working in a large corporate treasury or cash operations (AP/AR) team in a senior manager level or in treasury consulting at a principal / 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 that support Treasury, AP and AR processes

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Engage with companies to provide in-depth analysis of their treasury's operational environment to help define their strategic goals.