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 employer: Brewer Morris
Join a dynamic fintech company that champions innovation in treasury technology, offering a collaborative work culture where your expertise directly influences client success and product development. With a strong focus on employee growth, you will have the opportunity to engage with senior stakeholders and shape solutions that drive efficiency and control in cash and liquidity management. Located in the UK, this role provides a unique chance to be at the forefront of a growing market, making a meaningful impact while enjoying a supportive environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Treasury Advisory Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the fintech and treasury space. Attend industry events or webinars where you can meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for those interviews by practising common questions related to treasury and SaaS platforms. We recommend role-playing with a friend to get comfortable articulating your experience and how it aligns with the job.
✨Tip Number 3
Showcase your knowledge of the latest trends in treasury technology. Being able to discuss current challenges and solutions will impress interviewers and demonstrate your passion for the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Treasury Advisory Lead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Treasury Advisory Lead. Highlight your experience in corporate treasury, especially any work with cash, liquidity, and forecasting. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about treasury technology and how you can help us improve visibility and efficiency for our clients. Keep it engaging and relevant to the job description.
Showcase Your Client-Facing Skills:Since this role involves working closely with CFOs and Treasurers, make sure to highlight your experience in client-facing roles. We love seeing examples of how you've engaged with senior stakeholders and translated technical concepts into business value.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Brewer Morris
✨Know Your Treasury Stuff
Make sure you brush up on your knowledge of corporate treasury, cash management, and liquidity forecasting. Being able to discuss these topics confidently will show that you understand the challenges CFOs and Treasurers face, which is crucial for this role.
✨Tailor Your Solutions
Prepare to discuss how you would design tailored treasury workflows that align with client requirements. Think about specific examples from your past experience where you've successfully implemented solutions that improved efficiency or visibility in treasury processes.
✨Engage with Stakeholders
Since this role involves a lot of client-facing interaction, practice your communication skills. Be ready to demonstrate how you can translate technical concepts into commercial value, making it easy for senior stakeholders to understand the benefits of your proposed solutions.
✨Showcase Your Adaptability
This position is in a fast-evolving environment, so be prepared to discuss how you've adapted to change in previous roles. Highlight any experiences where you've contributed to product development or market strategies based on client feedback, as this will resonate well with the interviewers.
