Treasury Business Development Partner (Flexible / Fractional Opportunity)

Turn Your Financial Network Into a Revenue Stream

Summit Treasury is seeking experienced finance professionals, former CFOs, controllers, bankers, treasury professionals, consultants, and financial advisors who understand the critical role treasury plays in a company’s success.

If you’ve built trusted relationships with business owners, CFOs, finance leaders, or growing companies throughout your career, this opportunity allows you to monetize those relationships while maintaining your current career, consulting practice, or retirement lifestyle.

Who We’re Looking For

You may be a great fit if you

Have experience in finance, accounting, banking, treasury, lending, cash management, FP&A, or business consulting.

Have an existing network of business owners, CFOs, controllers, CEOs, or financial decision-makers.

Understand the challenges companies face with cash flow, forecasting, liquidity management, and financial operations.

Enjoy helping businesses solve financial problems.

Want to create an additional income stream without taking on a full-time role.

What You’ll Do

Introduce Summit Treasury’s services to companies within your professional network.

Identify businesses that could benefit from improved cash visibility, forecasting, treasury management, and liquidity planning.

Make introductions and facilitate conversations between prospective clients and our treasury team.

Leverage the credibility and relationships you’ve already built throughout your career.

Why This Opportunity Is Different

Many professionals spend decades building valuable relationships but never create ongoing value from those connections.

At Summit Treasury, we help companies gain greater visibility, control, and confidence over their cash flow and treasury operations. When you introduce qualified businesses that become clients, you share in the success.

Compensation

Performance-based compensation with significant earning potential.

Flexible schedule.

No quotas or require...