Treasury Specialist
Confirmed live in the last 24 hours
DriveWealth
Compensation
$200,000 - $225,000/year
Job Description
About Us
DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!
About the Role
DriveWealth is seeking a proactive Treasury Specialist with 5+ years of experience to join a fast-paced, evolving financial environment. This is a unique opportunity for a hands-on contributor to move beyond routine maintenance and actively help scale our liquidity and capital frameworks in consideration of new products and pending regulation. You’ll learn how a broker-dealer scales its treasury operations during periods of rapid product diversification. You will be a key player in managing the funding lifecycle for diverse asset classes—including equities, options, predictive markets, and crypto—while directly influencing how the firm handles growth and complexity.
What You’ll Do
- Scalable Planning: Develop risk based modeling and safety rails to manage 24/7 liquidity and capital requirements related to margin, options, predictive markets and digital assets
- Liquidity & Capital Optimization: Efficiently manage liquidity and capital across requirements, including clearing requirements, ensuring optimal buffers during high-volume periods.
- Cross-Product Funding & Integration: Enhancing treasury infrastructure and liquidity access to support equities, options, margin, predictive markets and digital asset initiatives
- Independent Project Ownership: Lead the execution of critical initiatives, from establishing funding strategies to optimizing liquidity and capital management, with full ownership from start to finish.
What You Bring
- 5+ years experience in Treasury or a related role within a Broker-Dealer
- Bachelor’s Degree in a related field
- Solid knowledge of US Equities, Margin and Options, including FINRA Rule 4210, SEC Rules 15c3-1 and 15c3-3. Deep interest in Crypto and Predictive Markets.
- A track record of ownership and disciplined execution in high-stakes environments.
- A bias towards transparency, accountability and responsiveness in everything you do
- Prefer ability to work with SQL or data visualization tools (Tableau/Looker) and a strong interest in applying AI tools to enhance and grow financial workflows
- SIE, Series 99, and/or Series 7
Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor an employment Visa at this time.
Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.
Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.
