DriveWealth is seeking a proactive Treasury Specialist with 5+ years of experience to join a fast-paced, evolving financial environment.
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.
- Ideally, the candidate will have at least the SIE, Series 99, and/or Series 7.
Benefits
- 401(k) match
- Full insurance coverage
- Wellness reimbursement
- Company-provided phone
- Personal development allowance
- Generous PTO
- Observed holidays
- Extended leave