Related skills
payments treasury series 7 series 63 securities📋 Description
- Build Treasury Support function: scope, workflows, SLAs, playbooks.
- Lead and develop a Treasury Support team: hiring, onboarding, coaching.
- Own high-stakes support across funds movement and securities.
- Partner with Treasury Ops and cross-functional teams to resolve discrepancies.
- Drive continuous improvement: identify issues and improve tooling/processes.
- Hands-on leader during escalations; support the team at peak times with accuracy.
🎯 Requirements
- 2+ years leading customer support or user-facing teams.
- 3+ years in support, finance ops, treasury workflows, or related.
- Comfortable in high-liability environments; precision and docs matter.
- Knowledge of funds movements, brokerage concepts; investigate issues.
- Excellent written communication; summarize complex problems for customers/partners.
- Create structure where none exists; turn ambiguity into clear processes.
- SIE, Series 7, Series 63, Series 65/66, and Series 24 licenses required.
🎁 Benefits
- Equity and comprehensive benefits included.
- Equal opportunity employer; accommodations available during recruitment.
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