Treasurer

Wedbush Securities

Prestazione di servizi finanziari

Los Angeles, CA - USA

Specialista Senior / Project Manager

Experteer Overview

In this role you lead enterprise treasury across multiple entities, shaping liquidity, funding, and capital strategy. You partner with senior leadership to ensure resilience, efficiency, and strong controls in all treasury activities. You will manage liquidity, cash positioning, and funding, while maintaining regulatory compliance and banking relationships. This is a high-impact position that drives financial risk management and multi-entity governance in a large financial services firm.

Retribuzione / Benefits

comprehensive medical, dental, and vision coverage
Health Savings Account with company contributions
Flexible Spending Accounts (FSA)
401(k) with company matching and profit-sharing
Tuition reimbursement up to $5,250/year
Paid Time Off and holidays

Responsabilità

Oversee firmwide treasury operations including liquidity management, cash positioning and capital planning
Manage daily settlements and central clearing counterparty margin requirements for clearing broker dealer (NSCC, OCC, FICC, DTC)
Direct short-term and long-term financing and investing activities within firm risk parameters
Ensure compliance with 15c3-3 funding regulations including reserve requirements and customer protection standards
Lead treasury operations for multiple entities and broker dealers with proper controls and regulatory adherence
Manage corporate cash balances and money movements for Accounts Payable, Payroll and other disbursement accounts
Maintain and negotiate banking and counterparty relationships, including services, credit facilities and pricing
Develop and maintain treasury policies and procedures to drive efficiency and internal controls
Provide strategic insights to senior leadership regarding liquidity, capital usage and financial risk
Travel up to 20% to maintain banking relationships and oversee multi-entity operations
Perform other tasks as required

Requisiti fondamentali

Bachelor’s degree in Finance, Accounting, Business or related field; MBA or CTP preferred
FINRA Series 7, 99, or principal license required
10-15+ years of progressive treasury experience in financial services
Strong understanding of 15c3-3 and broker-dealer regulatory requirements
Expertise in corporate cash management, liquidity and money movement operations
Experience overseeing treasury functions for multi-entity organizations
Strong negotiation and relationship-building skills with banks and financial partners
Excellent communication and presentation skills across departments and levels
Highly organized and able to multi-task and manage multiple projects
Exceptional analytical ability and strategic decision-making skills

negotiation and relationship-building clear communication multi-tasking and organizational skills corporate cash management liquidity management money movement operations

Descrizione della posizione

In this role you lead enterprise treasury across multiple entities, shaping liquidity, funding, and capital strategy. You partner with senio…

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