Treasury Consulting - Client Advisory - Executive Director

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads treasury consulting engagements from discovery through recommendations, focusing on treasury centralization, process re-engineering, cash operations, benchmarking, and organizational design. Advises CFOs and treasurers, develops client solutions and thought leadership, presents at industry events, coordinates with banking and product teams, and coaches junior consultants. Requires deep global treasury and cash management expertise, strong project management, communication, analytical, and leadership skills.
Summary Generated by Built In

Are you a strategic thinker, passionate about leading and delivering solutions to the world’s most innovative companies? You have found the right team.

As a Treasury Consultant in the Treasury Consulting team, you will spearhead the scoping and delivery of treasury consulting services to companies aiming to enhance or revolutionize their treasury and cash operations structures and processes. Your engagements may encompass treasury centralization and maturity analysis, business process re-engineering for Treasury/AP/AR, and offering industry and market insights, including benchmarking diagnostics. Additionally, you will provide best practices, insights, and recommendations to support the evolution and scaling of treasury functions as companies expand organically or through mergers and acquisitions.

Job Responsibilities

  • Understand and define the strategic trends in Treasury and Cash Management across diversified industries. Apply market knowledge and expertise in engagements and across a specified client base
  • Successfully lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on clients’ needs and pain points
  • Create client-focused, customized recommendations and solutions spanning internal processes and organizational design
  • Identify key needs of clients’ treasury operations and effectively message pain points. Quantify benefits based on data provided from the client
  • Effectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch and present the results of a consulting engagement 
  • Facilitate cross-functional coordination and communication with Treasury Sales, Bankers, product and international specialists, and other firm stakeholders to drive client solutioning and support
  • Create and promote innovative and forward-thinking treasury content both through a speaker at client and industry events and through thought leadership that strengthens the firm’s publicly available thought leadership and collateral 
  • Develop content that can be leveraged by multiple sales and banking teams to further dialogue with their clients 
  • Develop and deliver training on industry or treasury topics to internal teams inclusive of sales, banking, middle office, and consulting peers
  • Partner closely with team members and provide coaching and training to team Analysts and Associates, building up team’s talent pipeline
  • Collaborate with fellow consultants to deliver client engagements, new content, and other internal projects

Required qualifications, capabilities and skills

  • Requires a BA/BS degree
  • Requires 7+ years of progressive treasury experience in corporate treasury or treasury consulting with expert-level knowledge of global Treasury and Cash Management including but not limited to AP and AR processes & daily cash processes 
  • Outstanding ability to analyze problems, identify new insights, communicate effectively and confidently (both oral and written), and garner support from cross-functional partners
  • Strong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables across teams
  • Team player with strong interpersonal leadership and influencing skills; ability to interact at all levels of the organization in a peer-like way to facilitate the negotiation of critical matters on behalf of the client; ability to consider diverse perspectives to get the best outcome
  • Advanced/Strong Microsoft office skills needed, particularly Excel and PowerPoint

Preferred qualifications, capabilities and skills

  • Experience working in a large corporate treasury or cash operations (AP/AR) team in a senior manager level or in treasury consulting at a principal / senior manager level 
  • Knowledge of J.P. Morgan Treasury Services products 
  • Familiarity and recent user experience with Treasury Management Systems (TMS), Enterprise Resource Programs (ERP), and other technology solutions that support Treasury, AP and AR processes
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Skills Required

  • BA or BS degree
  • 7+ years of progressive treasury experience in corporate treasury or treasury consulting
  • Expert-level knowledge of global Treasury and Cash Management, including AP, AR, and daily cash processes
  • Ability to analyze problems, identify insights, communicate effectively, and gain support from cross-functional partners
  • Strong project management skills and ability to manage complex deliverables across teams and tight timelines
  • Strong interpersonal leadership, influencing, negotiation, and collaboration skills
  • Advanced or strong Microsoft Office skills, particularly Excel and PowerPoint
  • Experience in a large corporate treasury or cash operations team at senior manager level, or treasury consulting at principal or senior manager level
  • Knowledge of J.P. Morgan Treasury Services products
  • Recent user experience with Treasury Management Systems, ERP systems, and other Treasury, AP, and AR technology solutions

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Medical coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
  • Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
  • Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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