DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!
About the Role
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.
What You’ll Do
- 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.
What You Bring
- 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.
- Required to be in the New York office at least 4 days a week.
Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor an employment Visa at this time.
Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.
Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.
We do our best work when we’re in the same room. To maintain the speed our partners expect, our New York and Chicago teams work in-office 4 days a week. We’ve found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you’re here, you’re working directly with the people making the decisions. To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer full insurance coverage, a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous PTO, observed holidays, and extended leave.
How We Think About AIWe leverage AI to work smarter and move faster. We seek AI curious talent who are proactive about using emerging tools to increase signal quality, reduce friction and improve outcomes to deliver product faster, provide better service to our partners, and to streamline processes. Your ability to leverage our internal tools and technology to drive results is as important to us as your core domain expertise.
CompensationPay is generally based upon the level, complexity, responsibility, location and job duties / requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.
Equal Employment OpportunityTo build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us at [email protected].
Agency DisclaimerDriveWealth does not accept agency resumes. Do not forward resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees related to unsolicited resumes.
Top Skills
What We Do
Over the past ten years, DriveWealth has been breaking down the barriers between global investors and U.S. markets and improving the financial lives of people that have been traditionally underserved and underbanked. We’ve built patent-pending technology to fractionalize US equities and were the first to receive a license to do so in 2015.
Why Work With Us
DriveWealth is growing quickly, and we need your help! This year we plan to getting close to doubling our headcount. We've raised over $100M so far from seasoned fin-tech investors Route 66, Point 72, and Raptor.
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