Treasury Specialist

Drive Wealth 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. Drive Wealth 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!

Drive Wealth is seeking a proactive Treasury Specialist with 5+ years of experience to join a fast‑paced, evolving financial environment. This is a unique opportunity for a hands‑on contributor to move beyond routine maintenance and actively help scale our liquidity and capital frameworks. You’ll learn how a broker‑dealer scales its treasury operations during periods of rapid product diversification. You will be a key player in managing the funding lifecycle for diverse asset classes— including equities, options, and crypto—while directly influencing how the firm handles growth and complexity.

• Scalable Liquidity Planning:
  Develop and refine models to forecast liquidity and capital needs as the business expands into new markets and products.
• Hands‑on Monitoring:
  Track existing liquidity and capital requirements, including clearing requirements, ensuring we maintain optimal buffers during high‑volume periods.
• Cross‑Product Funding & Integration:
  Assist in building the treasury infrastructure and managing the movement of funds and collateral across Equities, Options, Margin accounts, digital assets and stablecoin 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:
  Work within Databricks and AI tools to automate reporting, build and enhance predictive liquidity modeling, streamline data reconciliation processes, and provide real‑time visibility into the Drive Wealth’s financial health.

• 5+ years experience in Treasury, Liquidity Risk, or a related role within a Broker‑Dealer or similar financial environment.
• Core competency in managing large datasets using Databricks or similar platforms and a strong interest in applying AI tools to enhance and grow financial workflows.
• Solid understanding of margin mechanics and the operational flow of equities and options.
• Ability to communicate clearly and effectively across all levels of the organization, translating complex data into actionable insights.
• A  hands‑on  approach with the ability to lead project executions independently in a lean, agile environment.
• Ideally, the candidate will have at least the SIE, Series 99, and/or Series 7.
• Required to be in the New York office at least 4 days a week.

Applicants must be authorized to work for any employer in the U.S. Drive Wealth is unable to sponsor an employment Visa at this time.

$200,000 - $225,000 USD

Pay is generally based upon the level, complexity, responsibility, location and job duties / requirements of the specific position. The role includes base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.

We do our best work when we’re in the same room. To…