Treasury Advisory Executive; Director

Position: Treasury Advisory Executive (Director)
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!

Job Description:

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 Engagement

* Act 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 Expertise

Provide 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 organizational 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 Leadership

* Conduct ongoing research into global treasury trends, market developments, and emerging operating models to assist clients with interpretation and impact analysis.

* Identify and analyze 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 & Contribution

* Collaborate 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,…