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Senior Technical Operations Treasury Specialist

Remote Jobs, San Francisco, California, United States, 94199

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Employer Industry: Financial Technology

Why consider this job opportunity:

Base salary range of $95,600 - $132,800 USD, depending on location and experience

Opportunities for equity (stock options) as part of the total rewards package

Collaborative work environment with cross‑functional teams

Chance to contribute to the operational backbone of innovative investment products

Commitment to diversity and belonging with equal employment opportunities

Support for professional growth and learning within a regulated environment

What to Expect (Job Responsibilities):

Execute daily brokerage operations tasks such as account onboarding, updates, trade settlement support, and reconciliations

Collaborate with engineering and product teams to troubleshoot operational issues and propose workflow improvements

Ensure operational activities align with regulatory requirements through partnerships with compliance and support teams

Assist in building and documenting processes, controls, and standard operating procedures for improved scalability

Identify operational inefficiencies and propose solutions to enhance efficiency while maintaining regulatory precision

What is Required (Qualifications):

Active FINRA Series 7, 63, and 24 licenses

3-5 years of experience in broker‑dealer or investment operations, including trade support and account servicing

Strong organizational skills and attention to detail with the ability to manage multiple workflows

Comfort in collaborating across functions and working closely with engineering teams

Excellent written and verbal communication skills for documenting processes and issues

How to Stand Out (Preferred Qualifications):

Experience in a detail‑rich, regulated environment

Problem‑solving mindset with a proactive approach to learning and growth

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.

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