Treasurer
Wedbush Securities
Financial Services
Los Angeles, CA - USA
Senior Specialist / 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.
Compensation / 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
Responsibilities
- 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
Key requirements
- 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
Description
In this role you lead enterprise treasury across multiple entities, shaping liquidity, funding, and capital strategy. You partner with senio…
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