USD 200000-225000/yr

Senior Treasury Associate - Broker Dealer Liquidity

United StatesNew Yorkmid
Finance & AccountingOtherTreasury SpecialistTreasury AssociateTreasury
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Quick Summary

Key Responsibilities

Develop risk based modeling and safety rails to manage 24/7 liquidity and capital requirements related to margin, options,

Requirements Summary

Develop risk based

Technical Tools
Finance & AccountingOtherTreasury SpecialistTreasury AssociateTreasury

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 Senior Treasury Associate with 8+ years of experience to join a fast-paced, rapidly evolving broker-dealer environment. This role offers a unique opportunity to move beyond routine operations and play a hands-on role in scaling liquidity and funding frameworks in support of new products and evolving regulatory requirements. You will be instrumental in managing the end-to-end funding lifecycle across multiple asset classes- including equities, options, predictive markets, and digital assets - while directly contributing to how the firm navigates growth, complexity, and product diversification. This is a high-impact role at the intersection of treasury markets, and risk, offering deep exposure to treasury operations during periods of rapid expansion.
 

What You’ll Do
  • Scalable Planning: Develop risk based modeling and safety rails to manage 24/7 liquidity and capital requirements related to margin, options, predictive markets and digital assets
  • Liquidity & Capital Optimization: Efficiently manage liquidity and capital across requirements, including clearing requirements, ensuring optimal buffers during high-volume periods
  • Cross-Product Funding & Integration: Enhancing treasury infrastructure and liquidity access to support equities, options, margin, predictive markets and digital asset 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: Build and enhance predictive liquidity modeling, streamline data reconciliation  processes, and provide real-time visibility into DriveWealth's financial health
 
What You’ll Need 
  • 8+ years of experience in Treasury, liquidity management, or capital markets within a broker-dealer or financial institution
  • Comprehensive knowledge of US Equities and options, with a strong command of margin requirements and broker dealer capital and customer protection rules (FINRA Rule 4210; SEC Rules15c3-1 and 15c3-3)
  • Strong interest in cryptocurrency and predictive markets, with a focus on market structure, liquidity, and price dynamics
  • Strong track record of end-to-end ownership, and disciplined execution under high-pressure, high impact environments
  • Drive transparency, accountability, and responsiveness across all responsibilities 
  • Experience using SQL and visualization tools (Tableau, Looker), with a focus on applying AI technologies to improve efficiency and scalability of financial workflows
  • SIE, Series 99, and/or Series 7
  • Bachelor’s Degree in a related field

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.

New York, NY (Hybrid) Pay Range
$200,000$225,000 USD

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.

Applicants must possess the legal right to work in the country where the position is located at the time of application. DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment.

For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship. DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time. Offers of employment are strictly contingent upon an individual’s ability to secure and maintain the legal right to work at the Company.

We 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 products 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.

What We Offer

~1 min read

Pay is generally based on 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.

To 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 based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply. 

DriveWealth 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.

Listing Details

First seen
April 3, 2026
Last seen
April 27, 2026

Posting Health

Days active
23
Repost count
0
Trust Level
42%
Scored at
April 27, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
DriveWealth
DriveWealth
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DriveWealth is a global B2B financial technology platform that provides Brokerage-as-a-Service, enabling partners to offer U.S. securities trading and investment experiences to their clients worldwide through API-driven, fractional share technology.

Employees
350
Founded
2012
View company profile
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DriveWealthSenior Treasury Associate - Broker Dealer LiquidityUSD 200000-225000