Director, Head of Treasury Operations
About The Position
We are seeking a Director to lead and scale our Treasury Operations function at DriveWealth. In this role, you will own the strategy and ongoing optimization of how client and firm funds move through the organization, while focusing on risk mitigation and liquidity. This is a critical leadership role where you will build scalable processes and guide the team through the company's growth and success. Qualified candidates will bring deep expertise in treasury operations and cash management with a proven track record of leading high-performing teams.
Requirements
- 10+ years of experience in finance
- 5+ years of experience in treasury and/or cash management
- Securities Industry Essentials (SIE) and Series 99/7 licenses
- Ability to effectively communicate with stakeholders across all levels from peers to senior leadership
- Demonstrated ability to develop and enhance cash management processes
- Proven leadership capability with a track record of driving cross-functional collaboration at scale
- Exceptional organizational and analytical skills
- Ability to be in the NY office at least 4 days a week
- Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment visa at this time.
Responsibilities
- Serve as the main point of contact between operations, business, technology, and finance departments to ensure clear communication and collaboration on critical cash management matters like settlements and clearing
- Lead and mentor a team that focuses on managing the daily cash requirements and settlements of DriveWealth and its clients
- Oversee cash settlements, ensuring accuracy and compliance with regulatory requirements
- Analyze and explain changes in cash positions, identify trends and provide insights to relevant stakeholders
- Mitigate risks and implement efficiencies associated with cash management activities, ensuring compliance and best practices are maintained
Benefits
- Competitive medical, dental, and vision insurance options
- Mental health resources
- Generous paid time off with observed holidays (varies per country)
- Paid parental leave for biological and adoptive parents
- Up to $2,500 or local equivalent each year to invest in continued education and personal development
- Up to $900 each year or local equivalent for fitness and wellness reimbursement
- Company-provided phone (varies by country)
- For HQ in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
- Pre-tax commuter benefits (US only)
- Employer 401K match (US only)
- Benefit offerings vary based on country and are subject to change.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
251-500 employees
