✦ Luna Orbit — Consulting & Advisory

Director, Treasury Management

at Cornerstone Advisors

📍 Remote, US Remote Posted April 02, 2026
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Position Details

Type Full-Time
Experience lead
Exp. Years 10+ years
Education Bachelor’s degree in finance, economics, business, or related quantitative field. MBA or equivalent preferred.
Category Consulting & Advisory

About this role

Director-level treasury management consultant leading advisory engagements for community banks, credit unions, and fintechs. Focused on treasury product strategy, pricing, liquidity and payments modernization, and business development within a collaborative consulting environment.

Key Responsibilities

  • Lead treasury management consulting engagements for bank and credit union clients
  • Advise on treasury product strategy, pricing, sales effectiveness, and service delivery models
  • Assess and optimize cash management, liquidity solutions, and payments modernization
  • Deliver data-driven insights using proprietary benchmarking tools
  • Build and nurture client relationships and contribute to proposals and thought leadership

Technical Overview

Strong emphasis on treasury services and banking trends, with data-driven insights and client-facing leadership. Proficiency in PowerPoint and Excel for data-driven proposals, and ability to manage cross-functional teams.

Ideal Candidate

The ideal candidate is a senior treasury professional with 10+ years of treasury or commercial banking experience and at least 5 years in leadership. They should excel in client advisory, business development, and leading multi-firm engagements within the financial services sector.

Must-Have Skills

10+ years of experience in treasury management or commercial bankingat least 5 years in leadership rolesdeep expertise in treasury services

Nice-to-Have Skills

Management consulting experienceMBA or equivalent

Tools & Platforms

Microsoft PowerPointMicrosoft ExcelMicrosoft Office

Required Skills

Treasury managementcommercial bankingcash managementliquidity solutionspayments modernizationtreasury product strategypricingservice delivery modelsdata analysisMicrosoft Office (PowerPointExcel)vendor managementM&A advisory

Hard Skills

cash managementliquidity solutionspayments modernizationtreasury product strategypricingservice delivery modelsdata analysisMicrosoft OfficePowerPointExcelvendor managementM&A advisory

Soft Skills

client relationshipscommunicationproblem solvingleadershipcollaborationstrategic thinking

Industry & Role

Industry Financial Services
Job Function Senior treasury management consultant guiding strategy and client engagements for financial institutions
Role Subtype Treasury Management Director
Tech Domains Microsoft Office, PowerPoint, Excel

Keywords for Your Resume

DirectorTreasury Managementtreasury management consultingbankingcash managementliquidity solutionspayments modernizationfinancevendor managementM&A advisoryPowerPointExcelMicrosoft Officedata analysisbusiness developmentclient relationshipsleadershipstrategyremotetraveltreasury management

Deal Breakers

10+ years treasury/banking experience, 5+ years in leadership, Willingness to travel 33-50%

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