Senior Manager of Cashiering & Treasury (Fintech)

Location: Hybrid, with at least three days per week onsite in the Dallas, TX office.

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility and efficiency of financial advice.

What you will do

• Lead a team of four or more, defining and managing metrics for volume, turnaround, error rate, exception aging, and cost per transaction.
• Oversee daily check, wire, ACH, debit card, checkbook, and deposit operations, including bank and vendor relationships, cutoffs, and service levels.
• Deliver cash positioning and funding inputs for liquidity forecasting and bank account funding, partnering with Finance and Treasury on decisions and escalations.
• Own cash and bank reconciliations, SEC Rule 15c3-3 reserve inputs, principal approval of disbursements, and AML, OFAC, and fraud escalations.
• Serve as the point of contact for audits and regulatory exams involving money movement.
• Drive the money movement roadmap with Product and Engineering, including requirements, user acceptance testing, release rollouts, automation, AI adoption, and procedure readiness for new products and client growth.

Requirements

• Experience in cashiering, treasury, or money movement operations at a broker-dealer, clearing firm, custodian, or bank. Manager level requires 4+ years of experience including 2+ years managing a team; Senior Manager requires 5+ years including 3+ years managing; Director requires 8+ years including 5+ years managing and experience leading a function through an audit or regulatory exam.
• Experience building, running, and supervising daily cash and bank reconciliations at scale, and designing controls that withstand audits and regulatory exams.
• Deep experience with check, wire, ACH, and debit card operations, plus strong knowledge of the NACHA Operating Rules.
• Working command of SEC Rule 15c3-3 and Regulation E, with practical experience identifying money movement red flags and handling AML and OFAC escalations.
• Solid knowledge of retirement account contribution and distribution rules, including withholding and tax reporting.
• Experience partnering with Product and Engineering to ship money movement capabilities and automation; ability to write clear requirements and run user acceptance testing.
• Comfort with SQL or low-code tools and daily use of AI tools, with concrete examples of eliminating manual work.
• For Manager level: FINRA Series 7 required at start and Series 24 required within 120 days of hire. For Senior Manager and Director levels: Series 7 and Series 24 required at start.

Culture & Benefits

• Hybrid work with access to offices in Culver City, San Francisco, and Dallas.
• Premium healthcare, dental, and vision insurance plans, plus a 401(k) savings plan with a 4% match and immediate vesting.
• Sixteen weeks of paid parental leave after one year of employment.
• Professional development opportunities, an employee mobility program, and an annual learning and development budget.
• Company perks program, financial guidance program, and a one-month work-from-anywhere policy with exceptions for a few countries.