At a Glance
- Tasks: Support finance teams by improving cash and liquidity visibility through treasury technology.
- Company: Join a growing fintech business at the forefront of treasury solutions.
- Benefits: High visibility role with opportunities for professional growth and development.
- Other info: Dynamic environment with exposure to senior stakeholders and innovative solutions.
- Why this job: Be a key player in transforming treasury processes and making a real impact.
- Qualifications: Strong understanding of corporate treasury and experience in client-facing roles.
The predicted salary is between 60000 - 80000 £ per year.
An opportunity to join a growing fintech business operating within the treasury technology space, supporting finance teams to improve visibility, efficiency, and control across cash and liquidity.
This role sits at the intersection of treasury, product, and commercial delivery, working closely with sales, product, and client stakeholders to support growth in the UK market. Right to work in the UK required (no sponsorship available).
The role
You will act as a key link between client requirements and product capability, supporting organisations through their evaluation and adoption of a treasury SaaS platform. This is a client‑facing role, combining elements of treasury expertise, solution design and commercial support.
Key responsibilities
- Work closely with CFOs, Treasurers and Finance teams to understand treasury structures, challenges and priorities.
- Support the sales process through solution‑led conversations, discovery and value articulation.
- Design tailored treasury workflows, aligning system capabilities to client requirements.
- Deliver product demonstrations, translating functionality into clear business outcomes.
- Support RFP/RFI responses and contribute to commercial proposals.
- Act as a subject matter expert across treasury processes, systems and best practice.
- Partner with product and implementation teams to ensure client needs are reflected in platform development.
- Provide market and client feedback to support product and go-to-market strategy.
Candidate profile
- Strong understanding of corporate treasury (cash, liquidity, forecasting, banking).
- Experience in treasury transformation, systems, or process improvement.
- Exposure to TMS platforms, ERP integrations or fintech solutions.
- Comfortable in a client‑facing environment, engaging senior stakeholders.
- Able to translate technical concepts into commercial value.
- Strong communication, presentation and stakeholder management skills.
Why consider this role
- Opportunity to work at the intersection of treasury and technology.
- High visibility role supporting UK growth strategy.
- Exposure to product, sales and senior stakeholders.
- Evolving environment with scope to shape how solutions are delivered.
Treasury Advisory Lead in London employer: Brewer Morris
Join a dynamic fintech company that champions innovation in treasury technology, offering a collaborative work culture where your expertise will directly influence client success and product development. With a strong focus on employee growth, we provide opportunities for professional advancement while fostering an environment that values creativity and teamwork. Located in the heart of the UK market, this role offers high visibility and the chance to engage with senior stakeholders, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Treasury Advisory Lead in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Brewer Morris. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Treasury Advisory Lead in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Brewer Morris.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Brewer Morris's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Brewer Morris
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Brewer Morris.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Brewer Morris will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Brewer Morris employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
