Senior Manager - Treasury Operations

April 26

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Logo of Mercury

Mercury

Mercury is a financial technology company that provides online business banking services, although it is not a bank itself. It partners with FDIC-insured banks like Choice Financial Group, Column N. A. , and Evolve Bank & Trust to offer banking services. Mercury aims to simplify financial operations for startups and businesses by offering a range of services including checking and savings accounts, treasury management, corporate cards, expense management, invoicing, and accounting automations. The platform is designed to streamline various banking tasks and enhance financial workflows with features like fraud monitoring and account security. It also offers investment opportunities through its Mercury Treasury product and startup support through its Mercury Raise platform.

๐Ÿ“‹ Description

โ€ข Oversee the existing operations workflows for the Treasury product including onboarding, money movement, and partner requests. โ€ข Lead the development and improvement of all core brokerage operations functions including account onboarding and approvals, trade processing, reconciliation, ACAT support, cashiering, and reporting โ€ข Mentor, coach, and support a team that handles a variety of manual processes, as well as upholding our SLAs โ€ข Supervise licensed operations staff across Mercury functions (directly or through a matrixed structure) โ€ข Improve team efficiency and effectiveness by setting and tracking performance metrics โ€ข Partner cross-functionally to improve our processes, investigate thorny technical issues, and identify bugs โ€ข Collaborate with our product partners to make product or process changes that help our users while staying compliant with regulations โ€ข Help the team work towards extremely high standards on response quality, and create genuine customer love โ€ข Youโ€™ll help build the knowledge base for how our partnerships work โ€ข Monitor volume, identify trends, and build out reporting

๐ŸŽฏ Requirements

โ€ข Have active FINRA Series 7 and 24 licenses. Series 27 and/or 65/66 strongly preferred. โ€ข Have 5 years of firsthand experience with operational management processes at a fintech or other financial institution, with 3 years of direct exposure to broker-dealer and/or RIA operations โ€ข Have significant understanding of SEC and FINRA rules that govern operational integrity, customer protection, and supervision โ€ข Have demonstrated experience partnering effectively with Engineering, Product, and Design teams to drive outcomes โ€ข Enjoy learning new systems and processes in a fast paced environment โ€ข Have excellent written and verbal communication skills โ€ข Stay calm and collected while balancing multiple priorities โ€ข Feel confident talking with partners โ€ข Be obsessed with quality

๐Ÿ–๏ธ Benefits

The total rewards package at Mercury includes base salary, equity (stock options), and benefits.

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