Senior Vice President, Treasury

Wedbush Securities

Servicios financieros

Los Angeles, CA - USA

Sénior Manager / Director de departamento

Experteer Overview

In this role you will lead treasury operations across multiple entities to optimize liquidity and funding for a large securities firm. You will shape treasury strategy, manage cash, and oversee financing and investing activities within risk limits, while ensuring regulatory compliance. You work closely with senior leadership and banking partners to maintain strong controls and efficient cash movement. This is a mission-critical position that directly supports capital planning and regulatory adherence in a fast-paced environment. You will influence liquidity strategy and banking relationships to sustain the firm’s financing capabilities and investor confidence.

Compensaciones / Beneficios

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

Responsabilidades

Manage treasury operations across the firm, focusing on liquidity, cash positioning, and capital planning
Oversee settlements and CCP margin requirements for clearing broker-dealers (NSCC, OCC, FICC, DTC)
Execute short- and long-term financing and investing activities within risk parameters
Ensure compliance with 15c3-3 funding regulations, including reserve calculations and customer protection
Lead treasury operations for multiple entities/broker-dealers with strong controls
Manage corporate cash balances and funding for AP, payroll, and other disbursements
Maintain and negotiate banking/counterparty relationships and credit facilities
Develop, implement, and maintain treasury policies and procedures for efficiency and controls
Provide analysis/recommendations on liquidity, capital usage, and financial risk
Perform other tasks as assigned

Requisitos principales

Bachelor's degree in Finance, Accounting, or related field; MBA or CTP a plus
FINRA Series 7, 99, or relevant principal license required
10-15+ years of treasury or financial operations in financial services
Strong knowledge of 15c3-3 and broker-dealer regulatory requirements
Experience with corporate cash management, liquidity, and money movement
Experience supporting treasury functions across multiple entities or business units
Proven ability to build and maintain banking/counterparty relationships
Strong communication and cross-team collaboration skills
Highly organized with ability to manage multiple priorities in a fast-paced environment
Strong analytical skills and strategic judgment

Strong communication Collaboration across teams and levels Highly organized Treasury operations Liquidity management Cash management

Descripción del puesto

In this role you will lead treasury operations across multiple entities to optimize liquidity and funding for a large securities firm. You w…

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