CareerPlan

Treasury Advisory Executive

Charlotte, USFull-time$147k–$234k2026-11-02 → 2026-11-11
Hybrid

Core

Delivers independent, consultative treasury advisory services to multinational corporations, financial institutions, and public sector organizations to address complex treasury challenges.

Role type

Senior IC treasury advisory executive

Builds

Global Treasury solutions and local market strategies

Domain

Corporate Finance / Treasury Management

Deliverable

client delivery

Required skills

Corporate treasury strategy, Operating models, Deal support, Market insights, Product risk, Strategic planning, Business development, Thought leadership, Regulatory knowledge, ERP/TMS familiarity

Preferred skills

CTP, CPA, CGMA certifications, Treasury technology landscapes

Technologies

ERP, Treasury Management Systems (TMS)

Responsibilities

Manage client engagements and reviews, present at key industry events, assist banking line partners in treasury strategy, drive segment initiatives across Lines of Business, identify emerging product trends, develop programs and policies for Global Treasury solutions, act as product/industry expert in client calls

Seniority

Senior, hands-on IC