Manager of Cashiering & Treasury (Fintech)

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

Company

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

What you will do

• Lead a team of four or more and manage performance using volume, turnaround, error rate, exception aging, and cost-per-transaction metrics.
• 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 disbursement approvals, and AML, OFAC, and fraud escalations; support audits and regulatory exams.
• Drive the money movement roadmap with Product and Engineering by defining priorities, writing requirements, testing releases, and rolling out changes.
• Use automation and AI to reduce manual reconciliation, exception handling, and case work, while keeping procedures current and preparing for new products and client growth.

Requirements

• Cashiering, treasury, or money movement operations experience at a broker-dealer, clearing firm, custodian, or bank. Manager level requires 4+ years of experience, including 2+ years directly 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, with strong knowledge of the NACHA Operating Rules.
• Working command of SEC Rule 15c3-3 and Regulation E, plus 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 manual work eliminated.
• Manager: FINRA Series 7 required at start and Series 24 required within 120 days of hire. Senior Manager and Director: Series 7 and Series 24 required at start.

Culture & Benefits

• Values include kindness, brilliance, humility, ownership, growth mindset, grit, urgency, and respectful debate.
• Hybrid work with offices in Dallas, Culver City, and San Francisco.
• Premium healthcare, dental, and vision insurance, plus a 401(k) 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.
• One month of work from anywhere, except for a few countries, plus company perks and financial guidance programs.