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Mercury Logo Mercury · Finance

Senior Technical Operations Treasury Specialist

United States, San Francisco 95600.00 - 132800.00 USD / Year · Job Posted December 10, 2025
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Job Description

Mercury is building a complete finance stack for startups. We work hard to create the easiest and safest banking* experience possible to simplify entrepreneurs’ and business owners’ financial lives. Underneath all our products is a massive web of partners that users don’t see, requiring significant product and process investment. That’s where the Financial Partnership Operations team comes in. We work to maintain our external relationships and streamline our collective workflows to keep customers, partners, and Mercury employees happy. We’re looking to hire a Technical Treasury Operations Specialist to support the daily workflows of both our SEC-registered investment advisor and our FINRA-member broker-dealer. This is a foundational individual contributor role for someone who is eager to learn in a detail-rich, regulated environment and who thrives on hands-on execution. You’ll work closely with senior operations staff and cross-functional partners in compliance, engineering, and support to carry out day-to-day processes, resolve operational issues, and document scalable workflows. This role is ideal for someone who is detail-oriented, comfortable collaborating across teams, and motivated to help build the operational backbone of Mercury’s investment products.

Job Responsibility

  • Execute core day-to-day brokerage operations tasks such as account onboarding, account updates, trade settlement support, reconciliations, and exception handling
  • Work directly with engineering and product teams to troubleshoot operational issues, surface gaps, and test workflow improvements
  • Partner with compliance and support teams to ensure that operational activities align with regulatory requirements and customer needs
  • Assist in building and documenting processes, controls, and standard operating procedures to improve scalability and consistency
  • Identify operational inefficiencies and propose solutions that balance regulatory precision with efficiency
  • Provide hands-on support for new product or process rollouts, ensuring operational readiness and smooth adoption

Requirements

  • Hold active FINRA Series 7, 63, 24
  • Have 3-5 years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
  • Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple operational workflows
  • Be comfortable collaborating across functions and working closely with engineers to refine processes and tooling
  • Possess a problem-solving mindset with a willingness to learn and grow within a regulated environment
  • Have excellent written and verbal communication skills, especially in documenting processes and surfacing issues clearly

What we offer

  • base salary
  • equity (stock options)
  • benefits
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