Project Manager - Treasury
About The Position
As a Project Manager within Treasury, you will serve as a central point of coordination across a portfolio of high-priority initiatives during a pivotal period for the organization. This role sits at the intersection of regulatory transformation and strategic growth, supporting execution related to our transition to Category III regulatory standards, legal entity integration, and broader Treasury priorities. Working closely with the Treasury Chief of Staff, you will help bring structure, transparency, and accountability to complex, fast-moving workstreams. You will play a critical role in ensuring initiatives maintain momentum, stakeholders remain aligned, and key deliverables are executed on time. This is a high-visibility role with exposure to senior leadership, offering the opportunity to contribute meaningfully to initiatives that are critical to the firm’s regulatory posture and long-term strategy. We are seeking a highly organized, proactive, and detail-oriented Project Manager who is comfortable operating in a fast-paced, evolving environment. This role is ideal for someone who thrives on bringing structure to ambiguity, driving accountability across stakeholders, and ensuring that complex initiatives stay on track. You will work closely with senior stakeholders and will be expected to operate with a high degree of ownership, often without detailed direction. Success in this role means creating clarity, maintaining momentum, and ensuring consistent execution across multiple concurrent initiatives.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent experience) – Required
- 5+ years of project management or related experience within financial services or a similarly complex environment – Required
- Experience coordinating cross-functional programs with multiple stakeholders and dependencies – Required
- Strong project tracking and execution skills, including building and maintaining detailed project plans
- Ability to take ambiguous inputs and translate them into structured, actionable workplans
- Experience with project management tools (e.g., Excel, Jira, Smartsheet, MS Project)
- Strong organizational and analytical skills, with attention to detail
- Highly proactive and self-directed; does not wait for direction to move work forward
- Strong follow-through and accountability mindset
- Comfortable pushing stakeholders for updates, clarity, and deliverables
- Strong communication skills, including the ability to synthesize and clearly present information
- Ability to manage multiple priorities and navigate ambiguity
- Willingness to ask questions, challenge inconsistencies, and surface risks early
Nice To Haves
- Experience working in or supporting Treasury, Finance, Risk, or regulatory initiatives
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
- Exposure to Treasury functions such as liquidity, funding, capital planning, or balance sheet management
- Familiarity with regulatory initiatives or banking environments undergoing change (e.g., growth, integration, or enhanced standards)
- Experience supporting process improvement or operational transformation efforts
- Experience in Microsoft Office products.
Responsibilities
- Partner with Treasury and cross-functional stakeholders to understand priorities and translate them into clear, actionable project plans
- Build and maintain detailed project trackers, including milestones, dependencies, owners, and timelines
- Serve as a central coordination point across Treasury, Risk, Finance, Technology, and Legal
- Track actions and deliverables across multiple workstreams, ensuring clear ownership and timely follow-through
- Proactively follow up with stakeholders, challenge delays, and escalate risks or blockers as needed
- Identify gaps, inconsistencies, or unclear ownership and drive clarity
- Prepare materials and updates for governance forums and leadership discussions
- Facilitate working group meetings, ensuring discussions are structured and outcomes are clearly documented
- Bring organization and discipline to documentation, status reporting, and overall project governance
- Support a range of initiatives, including regulatory efforts, integration activities, and process improvements across Treasury
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
