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Treasury Director

Jobot

Cary, NC

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JOB DETAILS
SALARY
$160,000–$200,000 Per Year
SKILLS
Accounting, Annuities, Asset Management, Bank Management, Banking Operations, Banking Services, Business Administration, Business Strategy, Certified Public Accountant (CPA), Channel Strategies, Chartered Financial Analyst (CFA), Communication Skills, Cross-Functional, Entrepreneurship, Finance, Financial Operations, Financial Services, Flexible Spending Accounts, Forecasting, Funding, Health Plan, Insurance, Investment Capital, Investment Management, Leadership, Legal, Legal Support Skills, Life Insurance, Liquidity, Maintain Compliance, Marketing/Sales Collateral, Operational Improvement, Operational Strategy, Operational Support, Operations Management, Operations Processes, Presentation/Verbal Skills, Regulatory Compliance, Relationship Management, Risk, Team Lead/Manager, Treasury, Treasury Management
LOCATION
Cary, NC
POSTED
Today
A rapidly growing, technology-forward financial services organization is seeking a Director of Treasury to join its leadership team!

This Jobot Job is hosted by: Craig Rosecrans
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $160,000 - $200,000 per year

A bit about us:

A rapidly growing, technology-forward financial services organization is seeking a Director of Treasury to join its leadership team. This is a high-impact role responsible for overseeing treasury operations with an emphasis on liquidity management, custody and trust administration, banking relationships, collateral management, and treasury infrastructure.

This organization has experienced tremendous growth and combines the stability of a well-capitalized financial institution with the speed and entrepreneurial culture of a modern technology company. The Treasury team plays a critical role in supporting investment operations, capital management, and long-term business strategy while partnering closely with Finance, Investments, Legal, Risk, and executive leadership.

This position reports directly to the Treasurer and offers significant visibility across the organization.

Why join us?

This is an opportunity to join a high-growth financial services organization where Treasury is viewed as a strategic business partner rather than simply an operational function. You'll work alongside executive leadership, influence treasury strategy, help modernize treasury infrastructure, and play a key role in supporting continued organizational growth while enjoying an excellent compensation package that includes both annual and long-term incentive opportunities.

  • Competitive Base Salary
  • Company paid health plan for employees
  • Very generous PTO
  • Dental and Vision, FSA, HSA
  • Small team, autonomy
  • Many more great perks!


Job Details

Responsibilities

Lead the day-to-day treasury function with a focus on safeguarding corporate cash and investment assets while ensuring efficient liquidity across custody and trust accounts.

Manage banking relationships, custodians, trustees, and other external financial partners while identifying opportunities to improve treasury operations and banking efficiency.

Oversee collateral management, margin movements, funding activities, and liquidity forecasting to support ongoing investment operations.

Monitor credit facilities, pledged collateral, borrowing capacity, and capital deployment strategies to ensure optimal liquidity and financial flexibility.

Partner with internal stakeholders across Finance, Investments, Accounting, Risk, and Legal to support treasury initiatives, regulatory compliance, and strategic projects.

Assist with treasury technology initiatives, including implementation and optimization of treasury management systems designed to automate banking connectivity and reporting.

Support executive reporting requirements for senior leadership, Board materials, regulators, and external rating agencies.

Maintain strong internal controls, governance, and operational processes to protect corporate assets while ensuring compliance with regulatory and organizational requirements.

Qualifications
10+ years of progressive Treasury experience
Direct experience managing custody and trust accounts
Strong understanding of liquidity management, treasury operations, investment operations, and asset servicing
Experience working with custodians, trustees, banking partners, or financial institutions
Prior leadership or management experience
Ability to lead complex cross-functional initiatives involving internal stakeholders and external partners
Excellent communication skills with experience presenting to executive leadership
Bachelor's degree in Finance, Accounting, or a related field
CPA, CFA, or MBA is a plus

Ideal Backgrounds

This opportunity is well suited for Treasury leaders coming from:

Insurance carriers
Life insurance or annuity organizations
Asset management firms
Banking institutions
Financial services organizations with sophisticated treasury operations
Investment management firms
Corporate treasury teams managing large investment portfolios and custody relationships

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com

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