We are seeking an experienced Assistant Treasurer to help scale the treasury function of a leading independent broker-dealer. This is a high-impact leadership role at the center of capital structure, interest rate risk management, liquidity, and banking. The Assistant Treasurer will oversee critical cash sweep programs, lead Treasury Operations, and partner closely with senior leadership on financing, capital structure, and growth initiatives.
This role is ideal for a treasury leader who thrives in a fast-growing, highly regulated financial services environment and wants to help shape the next phase of scale. This is a hybrid role.
Support Capital Structure & Financing Strategy:
Lead Client Cash & Sweep Programs:
Run Treasury Operations at Scale:
Build External Partnerships:
Lead and Develop Talent:
What You Need to Have:
What's Nice to Have:
Compensation:
The base salary range for this role in Dallas, TX and San Diego, CA is $155,000- $232,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
Assistant Treasurer • San Diego, CA, United States
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