Director – Treasury Technology | Global Treasury Practice

About this role

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Director – Treasury Technology | Global Treasury Practice We are seeking an experienced Director to lead and grow our Treasury Technology offering within our rapidly expanding Global Treasury Practice. This is a leadership opportunity for a treasury technology professional who combines deep knowledge of treasury management systems and emerging treasury technologies with strong commercial, client relationship, and team leadership capabilities.

Our Treasury Practice is part of our broader Finance Transformation solution focused on modernizing the Office of the CFO. The Treasury Technology leader will play a critical role in defining our market strategy, expanding our technology capabilities, developing strategic relationships with treasury technology providers, and helping clients select, implement, optimize, and transform their treasury technology environments.

This is an exceptional opportunity for an entrepreneurial leader who wants to build an offering within a global professional services organization. The successful candidate will have significant exposure to senior treasury and finance executives and will be expected to serve as a trusted advisor, thought leader, and growth leader for our Treasury Technology business.

Key Areas of Focus The Director will lead the development and growth of the Treasury Technology offering across areas including: • Treasury Management System (TMS) strategy, selection, implementation, and optimization

• Treasury technology assessments and digital treasury transformation

• Cash and liquidity management technology

• Cash forecasting and liquidity planning solutions

• Bank connectivity and payments technology

• Treasury automation and emerging technologies, including AI-enabled solutions

• Integration of treasury platforms with ERP, banking, and broader finance ecosystems

• Treasury operating model and technology-enabled process transformation

• Technology strategy for corporate treasury and financial services organizations

• Evaluation and positioning of established and emerging treasury technology providers

• Development and management of strategic technology alliances and partnerships  

Key Responsibilities Practice & Offering Leadership • Own and drive the strategy, growth, and market positioning of the Treasury Technology offering.

• Define and continuously evolve the firm's treasury technology capabilities, methodologies, accelerators, and go-to-market strategy.

• Identify emerging treasury technologies and assess their relevance to clients and the broader market.

• Build differentiated offerings that combine treasury functional expertise, technology, data, automation, and transformation.

• Establish and maintain relationships with leading and emerging treasury technology providers and strategically manage the firm's alliance ecosystem.

• Develop thought leadership, market perspectives, and client-facing materials that position the practice as a leader in treasury technology.  

Business Development & Client Leadership • Develop and execute a strategy to grow Treasury Technology revenue, pipeline, and market share.

• Originate and lead sales opportunities, including executive-level relationship development, proposals, RFP responses, and client presentations.

• Develop trusted relationships with CFOs, Treasurers, Assistant Treasurers, Controllers, CIOs, and other senior executives.

• Advise clients on treasury technology strategy, platform selection, transformation roadmaps, and technology-enabled operating models.

• Identify opportunities to expand existing client relationships across treasury, finance transformation, and broader CFO services.

• Lead strategic pursuits and serve as an executive sponsor for key engagements and accounts.  

Delivery & Quality Oversight • Provide executive oversight and strategic direction on major treasury technology engagements.

• Ensure projects deliver measurable business outcomes and maintain high standards of quality and client satisfaction.

• Bring appropriate functional, technical, and industry expertise to complex client challenges.

• Support teams in resolving complex implementation, integration, process, and organizational issues.

• Ensure lessons learned from engagements are incorporated into methodologies and future offerings.  

Team & Capability Development • Build, lead, and develop a high-performing Treasury Technology team across the U.S. and global delivery locations.

• Recruit and retain experienced treasury technology professionals and develop career paths within the offering.

• Mentor senior managers, managers, and consultants and build the next generation of treasury technology leaders.

• Leverage global resources and coordinate effectively across geographies and service lines.

• Foster a culture of collaboration, innovation, accountability, and continuous learning.  

Required Qualifications • Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business Administration, or a related field.

• Prior consulting experience

• Significant experience in treasury consulting, treasury technology, corporate treasury, banking, financial services, or finance transformation.

• Demonstrated experience with Treasury Management Systems and treasury technology platforms, including platforms such as Kyriba, FIS, SAP Treasury, GTreasury, Trovata, Reval, or similar solutions.

• Strong understanding of treasury processes, including cash management, liquidity

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