6 часов назад
Director Liquidity Framework and Planning (Finance)
121 400 - 269 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director Liquidity Framework and Planning (Finance): Developing comprehensive liquidity forecasting, funding, collateral management, and balance sheet planning frameworks with an accent on regulatory resilience, capital planning, and broker-dealer liquidity. Focus on integrating bank, broker-dealer, and parent funding strategies, optimizing collateral, supporting stressed-liquidity scenarios, and communicating recommendations to regulators and executive leadership.
Location: Hybrid; Westlake, TX; Lone Tree, CO; or San Francisco, CA
Salary: USD $121,400–$269,900 per year, plus bonus or incentive opportunities
Company
is a financial services firm focused on transforming the finance industry through innovative financial solutions.
What you will do
- Develop comprehensive funding plans across entities, including collateral management and optimization, investment portfolio guidance, and capital planning support.
- Lead liquidity and funding frameworks covering Brokered CDs, bilateral and tri-party repo, FHLB funding, commercial paper, and equity financing.
- Refine liquidity forecasting and strategy capabilities, including remediation of regulatory findings and preparation for contingent funding and balance sheet needs.
- Support the growth of client margin lending and build scalable funding levers across a $20B+ equity financing portfolio.
- Define liquidity forecasting strategies that withstand regulatory scrutiny and advise investment strategy, capital management, parent liquidity, and broker-dealer liquidity functions.
- Communicate liquidity strategies and recommendations to regulators, investors, executive leadership, and other senior stakeholders.
Requirements
- Minimum 12 years of financial services experience, including 8+ years in liquidity strategy and forecasting at a similar scale and complexity.
- Deep technical experience across trading, funding and repo desks, liquidity risk, and balance sheet modeling.
- Experience building and leading a highly technical team of liquidity and funding analysts.
- Expertise in investment strategy, capital management, collateral management, and broker-dealer liquidity strategies.
- Thorough understanding of 15c3-3 calculations and their impact on liquidity management and funding.
- Bachelor’s degree required; strong written and presentation communication skills are essential. Master’s degree and CFA or another related certification are preferred.
Nice to have
- Experience communicating complex liquidity concepts to senior leaders, boards, investors, and regulators.
- Experience shaping strategy, leading through influence, and adapting frameworks to changing market conditions.
- History of building strong relationships with internal and external business partners.
- Master’s degree, CFA, or another related certification.
Culture & Benefits
- Hybrid work and flexibility with regular in-person collaboration.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Paid parental leave and family-building benefits.
- Health, dental, and vision insurance, plus tuition reimbursement.
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