Treasury Specialist

DriveWealth•New York, NY

13h•Hybrid

About The Position

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. 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, and crypto—while directly influencing how the firm handles growth and complexity.

Requirements

5+ years experience in Treasury, Liquidity Risk, or a related role within a Broker-Dealer or similar financial environment.
Core competency in managing large datasets using Databricks or similar platforms and a strong interest in applying AI tools to enhance and grow financial workflows.
Solid understanding of margin mechanics and the operational flow of equities and options.
Ability to communicate clearly and effectively across all levels of the organization, translating complex data into actionable insights.
A "hands-on" approach with the ability to lead project executions independently in a lean, agile environment.
Required to be in the New York office at least 4 days a week.

Nice To Haves

Ideally, the candidate will have at least the SIE, Series 99, and/or Series 7.

Responsibilities

Scalable Liquidity Planning: Develop and refine models to forecast liquidity and capital needs as the business expands into new markets and products.
Hands-on Monitoring: Track existing liquidity and capital requirements, including clearing requirements, ensuring we maintain optimal buffers during high-volume periods.
Cross-Product Funding & Integration: Assist in building the treasury infrastructure and managing the movement of funds and collateral across Equities, Options, Margin accounts, digital assets and stablecoin 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.
Advance Data Strategy: Work within Databricks and AI tools to automate reporting, build and enhance predictive liquidity modeling, streamline data reconciliation processes, and provide real-time visibility into the DriveWealth’s financial health.