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Treasury Advisor Jobs (NOW HIRING)

We are seeking a Treasury Management Advisor II (TMA) that will be responsible for driving Treasury services revenue by helping our members meet their holistic Cash Management needs. Cash management ...

The Treasury Management Advisor is responsible for providing expert guidance and strategic support to clients in the areas of cash management, liquidity solutions, and financial risk mitigation. This ...

Treasury Management Advisors bring a solutions-oriented perspective to client and prospect interactions, embrace accountability for their own goals, and create value for our internal and external ...

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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 Aug 11, 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 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.

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 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.

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 market volatility or tight deadlines. The job often requires strong analytical skills, attention to detail, and the ability to handle high-pressure situations, especially when making critical financial decisions. However, stress levels vary depending on the organization, workload, and individual resilience.

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.
More about Treasury Advisor jobs
What cities are hiring for Treasury Advisor jobs? Cities with the most Treasury Advisor job openings:
Infographic showing various Treasury Advisor job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Senior Global Treasury & Payments Advisor

First Citizens Bank

Los Angeles, CA • On-site

$144K - $192K/yr

Full-time

Posted 19 days ago


First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

109th of 171 rated banks


Job description

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

The Global Treasury & Payments Advisor is responsible for managing and growing a portfolio of Middle Market and Commercial Finance clients. This role serves as a strategic advisor to clients, delivering treasury and liquidity solutions that drive revenue growth, deepen relationships, and enhance client satisfaction. The Advisor partners closely with banking, product, and implementation teams to deliver an integrated treasury experience.

What We’re Looking For
We are seeking an innovative, client-centric professional who brings a strategic mindset and a passion for solving complex treasury challenges. The ideal candidate is proactive, collaborative, and thrives in a fast-paced, growth-oriented environment.


Responsibilities

Client Advisory & Relationship Management
o Serve as a trusted advisor to clients by understanding their business models, cash flow cycles, and treasury needs.
o Lead strategic client conversations focused on optimizing working capital, liquidity, and payment processes.
o Build and deepen relationships with key decision-makers across client organizations.

Revenue Growth & Portfolio Management
o Own portfolio performance, including revenue growth, profitability, and client retention.
o Identify and execute cross-sell opportunities across treasury products (payments, receivables, liquidity, FX, and card solutions).
o Develop and execute strategic account plans aligned to client and bank objectives.

Solutioning & Thought Leadership
o Deliver tailored treasury solutions leveraging data insights, benchmarking, and industry trends.
o Position the full treasury platform by aligning solutions to client pain points and strategic goals.
o Stay current on market trends, regulatory changes, and emerging technologies (including digital and AI-driven capabilities).

Internal Partnership & Execution
o Collaborate with Relationship Managers, Product Specialists, and Implementation teams to deliver seamless client experiences.
o Lead pricing and negotiation discussions to optimize relationship profitability.
o Partner on RFP/RFI responses and client presentations.

Leadership & Team Development
o Mentor and coach junior treasury staff and analysts.
o Contribute to team best practices, knowledge sharing, and continuous improvement initiatives.


Qualifications

Bachelor's Degree and 6 years of experience in Treasury Management, Liquidity, or Corporate Banking  OR High School Diploma or GED and 10 years of experience in Treasury Management, Liquidity, or Corporate Banking.

Preferred Qualifications: 

• Experience working with Middle Market and Commercial Finance cos $100MM+ in sales size.
• Proven ability to drive revenue growth and manage client portfolios
• Strong consultative selling and client engagement skills
• Excellent communication, presentation, and negotiation abilities
• Ability to analyze client needs and translate into actionable solutions• Industry Verticals such as Commercial Real Estate and others
• Familiarity with treasury management systems and digital banking platforms
• Strong analytical and strategic thinking skills
• Bachelor’s degree in finance, Business, or related field (MBA a plus)

If hired in CA or NY, the base pay for this position is generally between $144,000 and $192,000.00 If hired in NC, the base pay for this position is generally between $120,000.00 and $160,000.00 Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#hybrid

Qualifications:

Bachelor's Degree and 6 years of experience in Treasury Management, Liquidity, or Corporate Banking  OR High School Diploma or GED and 10 years of experience in Treasury Management, Liquidity, or Corporate Banking.

Preferred Qualifications: 

• Experience working with Middle Market and Commercial Finance cos $100MM+ in sales size.
• Proven ability to drive revenue growth and manage client portfolios
• Strong consultative selling and client engagement skills
• Excellent communication, presentation, and negotiation abilities
• Ability to analyze client needs and translate into actionable solutions• Industry Verticals such as Commercial Real Estate and others
• Familiarity with treasury management systems and digital banking platforms
• Strong analytical and strategic thinking skills
• Bachelor’s degree in finance, Business, or related field (MBA a plus)

If hired in CA or NY, the base pay for this position is generally between $144,000 and $192,000.00 If hired in NC, the base pay for this position is generally between $120,000.00 and $160,000.00 Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#hybrid

Education:UNAVAILABLEEmployment Type: FULL_TIME

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