DriveWealth · 5 hours ago
Director, Head of Treasury Operations
DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. We are seeking a Director to lead and scale our Treasury Operations function, focusing on optimizing client and firm fund movement while mitigating risks and ensuring compliance.
Artificial Intelligence (AI)Cloud InfrastructureCryptocurrencyDeveloper APIsFinancial ServicesFinTechPersonal FinanceSoftwareTrading PlatformWealth Management
Responsibilities
Serve as the main point of contact between operations, business, technology, and finance departments to ensure clear communication and collaboration on critical cash management matters like settlements and clearing
Lead and mentor a team that focuses on managing the daily cash requirements and settlements of DriveWealth and its clients
Oversee cash settlements, ensuring accuracy and compliance with regulatory requirements
Analyze and explain changes in cash positions, identify trends and provide insights to relevant stakeholders
Mitigate risks and implement efficiencies associated with cash management activities, ensuring compliance and best practices are maintained
Qualification
Required
10+ years of experience in finance
5+ years of experience in treasury and/or cash management
Securities Industry Essentials (SIE) and Series 99/7 licenses
Ability to effectively communicate with stakeholders across all levels from peers to senior leadership
Demonstrated ability to develop and enhance cash management processes
Proven leadership capability with a track record of driving cross-functional collaboration at scale
Exceptional organizational and analytical skills
Ability to be in the NY office at least 4 days a week
Benefits
Competitive medical, dental, and vision insurance options
Mental health resources
Generous paid time off with observed holidays (varies per country)
Paid parental leave for biological and adoptive parents
Up to $2,500 or local equivalent each year to invest in continued education and personal development
Up to $900 each year or local equivalent for fitness and wellness reimbursement
Company-provided phone (varies by country)
For HQ in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
Pre-tax commuter benefits (US only)
Employer 401K match (US only)
Company
DriveWealth
DriveWealth is a visionary technology company that empowers more than 100 partners around the world.
Funding
Current Stage
Late StageTotal Funding
$550.8MKey Investors
Point72 VenturesRoute 66 Ventures
2021-08-20Series D· $450M
2020-10-27Series C· $56.7M
2017-11-03Series B· $21.1M
Recent News
2025-11-04
2025-10-31
2025-10-15
Company data provided by crunchbase