Treasury Operations Specialist

1 month ago


New York, New York, United States Selby Jennings Full time
Join Our Team as a Treasury Operations Associate

We are seeking a highly skilled Treasury Operations Associate to join our team at Selby Jennings. As a key member of our operations team, you will play a critical role in maximizing returns while adhering to regulatory and risk management guidelines.

Key Responsibilities:
  • Strategically manage treasury operations to optimize returns and ensure compliance with regulatory requirements.
  • Lead and mentor the Treasury Operations team, promoting their professional development and growth.
  • Collaborate with the Data team to forecast growth, determine optimal asset allocations, and report key business metrics related to the sweep program.
  • Monitor and report on key performance indicators (KPIs) within Treasury Operations.
  • Oversee the daily movement of client funds within the brokered sweep program and across various products and entities.
  • Conduct daily cash reconciliations for the brokered sweep program, using a proprietary algorithm for optimal distribution across bank partners.
Requirements:
  • Active FINRA licenses, with a preference for candidates holding the SIE and Series 99.
  • Knowledge of SEC/FINRA Broker Dealer regulations (e.g., 15c3-1 Net Capital rules, 15c3-3 Customer Reserve rules) is a plus.

We are committed to helping investors navigate complex financial markets and empower them to make informed decisions. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.



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