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Treasury Advisor Jobs (NOW HIRING)

Rho

Treasury Advisor

Manhattan, NY · On-site

$125 - $150/hr

About the Role Rho is seeking a client-focused, entrepreneurial Financial Advisor / Registered ... Partner with banking, treasury, lending, and product teams to provide holistic financial solutions.

Rho Technologies

Treasury Advisor

New York, NY · On-site

$115K - $150K/yr

About the Role Rho is seeking a client-focused, entrepreneurial Financial Advisor / Registered ... Partner with banking, treasury, lending, and product teams to provide holistic financial solutions.

Bank of Montreal

Sr. Treasury Advisor

Chicago, IL · On-site

$80 - $100/hr

TREASURY ADVISOR-CHICAGO, ILApplies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing ...

Bank of Montreal

Sr. Treasury Advisor

Chicago, IL · On-site

$57K - $106K/yr

Commercial Sales & Service SR. TREASURY ADVISOR-CHICAGO, IL Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment ...

BMO Capital Markets

Sr. Treasury Advisor

Chicago, IL · On-site

$57K - $106K/yr

Commercial Sales & Service SR. TREASURY ADVISOR-CHICAGO, IL Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment ...

Sunwest Bank

Treasury Management Associate

Irvine, CA · On-site

$60K - $80K/yr

Treasury Advisor Manager Status: ☐ Non-Exempt ☒ Exempt About the Role The Treasury Management Associate plays a key role in supporting the Bank's Treasury Management team and delivering ...

Sunwest Bank

Treasury Management Associate

Irvine, CA · On-site

$70K - $80K/yr

Treasury Advisor Manager Status: ☐ Non-Exempt ☒ Exempt About the Role The Treasury Management Associate plays a key role in supporting the Bank's Treasury Management team and delivering ...

Coca-Cola

Director, International Treasury

Atlanta, GA · On-site

Act as Treasury advisor in acquisition projects , ensuring funding continuity, establishing escrow agreements, and integrating acquired entities into the global Treasury network. Qualifications ...

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Treasury Advisor information

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$36K

$102.1K

$144K

How much do treasury advisor jobs pay per year?

As of Sep 9, 2026, the average yearly pay for treasury advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a treasury advisor?

Treasury Advisors are financial professionals who provide expert guidance on managing an organization's cash flow, investments, and financial risks. They work with businesses to optimize liquidity, ensure efficient use of capital, and develop strategies for managing currency and interest rate exposures. Treasury Advisors often collaborate with senior management to implement policies that safeguard assets and support the company's financial goals. Their expertise is crucial for making informed decisions about borrowing, investing, and hedging financial risks.

What are the key skills and qualifications needed to thrive as a treasury advisor, and why are they important?

To thrive as a Treasury Advisor, you need a solid background in finance, accounting, and cash management, typically supported by a degree in finance or a related field. Familiarity with treasury management systems (TMS), financial modeling tools, and certifications like CTP (Certified Treasury Professional) are highly valued. Strong analytical thinking, attention to detail, and effective communication skills set top performers apart in this role. These competencies are essential for managing financial risk, ensuring liquidity, and supporting strategic business decisions.

How does a treasury advisor typically collaborate with other departments within an organization?

A Treasury Advisor often works closely with teams such as accounting, finance, and risk management to ensure efficient cash flow, investment strategies, and risk mitigation. Daily collaboration may include coordinating with accounts payable to optimize payment schedules, working with financial planning teams to align treasury forecasts with broader business goals, and advising senior management on liquidity positions or financing needs. Effective communication and cross-functional teamwork are essential, as Treasury Advisors play a central role in shaping the organization's financial health.

What is the difference between Treasury Advisor vs Treasury Analyst?

AspectTreasury Advisor

The main difference between a Treasury Advisor and a Treasury Analyst lies in their roles and responsibilities. A Treasury Advisor provides strategic guidance on cash management, risk mitigation, and financial planning, often working directly with clients or senior management. A Treasury Analyst focuses on analyzing financial data, managing daily cash flows, and supporting treasury operations. Both roles typically require similar credentials, such as finance or accounting degrees, and are common in corporate finance departments or financial institutions. While the Analyst role is more data-driven and operational, the Advisor role emphasizes strategic decision-making and client interaction.

How much do treasury advisors make?

Treasury advisors typically earn a median annual salary ranging from $70,000 to $120,000, depending on experience, location, and the size of the organization. Senior or specialized treasury advisors with certifications like CFA or CPA can earn higher compensation, often exceeding $150,000 annually.

Is a treasury advisor a stressful job?

A treasury advisor's role involves managing a company's financial assets, cash flow, and risk, which can be stressful during periods of market volatility or tight deadlines. The job often requires strong analytical skills, attention to detail, and the ability to make quick decisions, which can contribute to work-related stress. However, stress levels vary depending on the organization, workload, and individual resilience.

What do treasury advisors do?

Treasury advisors provide guidance on managing an organization’s financial assets, cash flow, and investments to optimize liquidity and reduce financial risk. They analyze financial data, develop strategies for funding and debt management, and often use financial software to support decision-making. Strong analytical skills and knowledge of financial regulations are essential in this role.
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Treasury Advisor jobs near you
Infographic showing various Treasury Advisor job openings in the United States as of September 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 76% Physical, 4% Hybrid, and 20% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Treasury Advisor

Manhattan, NY • On-site

Rho
See more jobs at Rhoexternal

$125 - $150/hr

Other

Medical, PTO

Re-posted 28 days ago

Job description

About Us

Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills, and close the books – all in one connected platform backed by real human support.

About the Role

Rho is seeking a client-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business owners, and high-growth companies. This role combines fiduciary financial advice with the speed and innovation of a fintech platform.

The ideal candidate is a licensed investment adviser representative (Series 65) who understands both traditional wealth management and the evolving fintech ecosystem. You are comfortable working in a technology-driven environment, building trusted client relationships, and collaborating across product, operations, and engineering teams to create an exceptional client experience.

What You’ll Do

  • Serve as a fiduciary advisor to individuals, founders, executives, and business owners.

  • Conduct comprehensive financial planning, investment, retirement, tax-aware, and cash management discussions.

  • Develop and maintain long-term client relationships through proactive advice and exceptional service.

  • Deliver personalized investment recommendations aligned with clients' goals and risk tolerance.

  • Partner with banking, treasury, lending, and product teams to provide holistic financial solutions.

  • Educate clients on digital wealth management tools and fintech capabilities.

  • Maintain accurate client records and ensure compliance with SEC, RIA, and internal policies.

  • Stay current on financial markets, investment strategies, regulatory developments, and fintech innovation.

  • Identify opportunities to improve client experience through technology and process enhancements.

  • Support business development initiatives through referrals, partnerships, and educational events.

Qualifications Required

  • Active Series 65 license (or equivalent qualification as an Investment Adviser Representative).

  • 3–7+ years of experience in wealth management, financial planning, or investment advisory.

  • Experience working within a Registered Investment Adviser (RIA).

  • Strong knowledge of investment products, portfolio construction, retirement planning, and financial planning.

  • Excellent relationship management and communication skills.

  • Ability to thrive in a fast-paced, technology-driven environment.

Preferred

  • Experience working at a fintech, digital wealth platform, neobank, or financial technology company.

  • CFP®, CFA®, CPA/PFS, or other advanced financial planning designation.

  • Experience advising founders, startup executives, or small business owners.

  • Familiarity with CRM systems, digital onboarding, portfolio management platforms, and financial planning software.

  • Knowledge of banking, treasury management, and cash management products.

Our people are our most valuable asset. The base salary for this role is $115,000 - $150,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.

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