Treasury Advisory Executive
Core
Senior treasury advisory executive delivering independent, consultative treasury advisory services to multinational corporations, financial institutions, and public sector organizations.
Role type
Senior IC treasury advisory executive (Director)
Builds
Strategic insights, diagnostic frameworks, and thought leadership content for corporate treasury clients
Domain
Corporate Finance / Treasury Management
Deliverable
client delivery
Required skills
Corporate treasury strategy, Operating model design, Liquidity management, Treasury transformation, M&A integration, Risk management frameworks, ERP/TMS integration, Market intelligence, Proposal development, Account management
Preferred skills
Treasury technology landscapes, Regulatory environments, Professional certifications (CTP, CPA, CGMA)
Technologies
ERP, Treasury Management Systems (TMS)
Responsibilities
Act as trusted advisor to senior client stakeholders on treasury strategy and operating models; Lead consultative discussions to develop tailored insights for complex treasury challenges; Conduct research into global treasury trends and develop thought leadership content; Collaborate with internal teams to align advisory insights with client engagement strategies; Manage client engagements and reviews to grow market share; Represent the bank at industry forums and conferences as a subject matter expert.
Seniority
Senior, hands-on IC with strategic influence
