Treasury Specialist Job at Robert Half (Columbus)

Senior Technical Operations Treasury Specialist

Mercury is building a complete finance stack for startups. We work hard to creat...

Location

United States , San Francisco; New York; Portland

Salary:

95600.00 - 132800.00 USD / Year

Mercury

Expiration Date

Until further notice

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

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

What we offer

base salary
equity (stock options)
benefits

Fulltime

Futures & Derivatives Clearing - In Business Treasury & Product Specialist VP

The Futures & Derivatives Clearing Product team is responsible for setting strat...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

8+ years of relevant Treasury and/or Clearing experience
Good experience of clearing products, clients, risk management and regulatory concepts
Self-starter with ability to drive automation and simplify processes
Willingness to learn, absorb and synthesize new information and concepts
Expert analytical and technical skills with ability to use SQL, Python, and data management tools such as Power BI & Tableau
Superior time management and multi-tasking skills to juggle live transactions, daily tasks, and manage multiple projects
Strong communication skills and an ability to build and leverage cross-functional relationships
Bachelor’s degree in finance/Economic/Mathematics or related area

Job Responsibility

Manage the clearing platform across APAC including management of people, budget, and product development prioritization
Develop plans and execute functional strategies for the APAC region, requiring coordination and integration across units, as well as provide input into strategic decisions impacting the global business
Partner with other global, regional, and country leaders to share best practices and drive business strategies, solutions, and client centric solutions to differentiate Citi in the marketplace and achieve growth targets for the business
Manage overall liquidity of the business e.g., effective margin management across CCPs and brokers, review client currency exposure, bank account buffers and reduce overall business borrowing needs
Driving all aspects of interest income and associated costs including detailed understanding of balance sheet, RWA, Capital, GSIB and reducing working capital costs
Represent Citi in various engagements with external stakeholders including: CCPs, trade organizations, exchanges, and vendors

Fulltime

Payment Operations Specialist

We are looking for a Payment Operations Specialist to innovate and grow with us....

Location

United States , Portsmouth

Salary:

Not provided

Bottomline

Expiration Date

Until further notice

Requirements

2+ years of prior experience in Treasury, Cash Management, Operations, or Banking
Propensity for team collaboration and positive attitude in the face of urgent, critical tasks
Excited to analyze situations, gain diverse skills, enhance work output, and engage in robust problem-solving with teammates
You enjoy multi-tasking, learning multi-disciplinary skills, and thrive on learning new
Detail-oriented, organized, and able to make decisions with a sense of urgency based on known deadlines and Client Delight
Strong communication (verbal/written) and customer service skills
Ability to perform self-guided research using a variety of internal tools, phone, and email
Identify, improve, and follow existing policies and procedures while consistently applying them in daily duties
Be ready and willing to adapt to positive change in a dynamic, growing environment
Proficiency utilizing the Microsoft Office Suite, especially Excel

Job Responsibility

Develop a deep understanding of Paymode payment processing, funding methods, Client trends, and business needs
Prioritize payment processing and Client delight within every assigned task
Collaborate with team members on innovation, process improvements, and problem solving
Utilize your sense of urgency during critical processing to ensure payments are delivered on time, every time
Analyze and assess Client payments and funding while providing succinct and clear communication internally and externally
Perform additional ancillary tasks
Processing outbound supplier payments for our B2B payment network
Processing domestic and foreign payment exceptions
Ensuring check payments are managed and adjusted
Handling international payment inquiries

Fulltime

TMS Product Specialist, Banking/Bank Fee Analysis

In this role, you will be part of the Center of Excellence team that focuses on ...

Location

United States

Salary:

120000.00 - 200000.00 USD / Year

Fin Capital

Expiration Date

Until further notice

Requirements

Experience working with treasury management systems in the area of bank fees, bank account management, cash management, or payments
Business understanding of corporate cash management, banking, cash accounting, and finance
Experience with Balance and transaction Reporting, Payment Interfaces with Banks in formats such as BAI, SWIFT, EDI, JSON
Knowledge of SQL and database technology required
Excellent presentation, verbal and written communication skills
MS/BS in MIS or equivalent required

Job Responsibility

Domain Expertise, an expert for Banking/Bank Fee Analysis
Ownership of BAM/BFA Product within Trovata TMS
Manage release schedule for enhancements and fix list
Create and manage business requirements as required
Work with product engineering to refine implementation
Be aware of what competitors do, provide sales differentiators, competitor pricing input as requested
Contribute customer and market feedback to influence details of product roadmap
Provide sales support to pre-sales engineering when and as needed including participation in workshops
Oversee new release testing as it pertains to your product responsibility
Build and maintain product documentation on features in partnership with support team

What we offer

Remote-first/flexible work environment
Flexible PTO
Paid Parental Leave
Health, Dental & Vision Insurance with premiums covered by Trovata (99% for Employees and 75% for Dependents)
Flexible Spending Accounts (Health & Dependent Care)
Life and Long-Term Disability Insurance paid for by Trovata
401k Plan
Equity
Home Office Setup upon hire, including Macbook, Monitors, Adjustable Desk, Ergonomic chair, adaptors, and accessories
Phone & Internet Stipend

Fulltime

Client Executive Specialist

The CCB TTS Client Executive is a seasoned professional role responsible for sal...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years commercial banking or relevant experience
Proven track record of successful client focused activity, Back Office Cash Management or Trade Operations Experience
Advanced problem solving skills
Excellent interpersonal skills
Committed, Trusted team player
High energy and initiative
Time Management and Organizational Skills
Bachelors/University degree
English fluency is required

Job Responsibility

Provides direct sales support to Treasury Consultants in covered markets
Preparing proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
Assess risk when business decisions are made and demonstrate consideration for the firm's reputation and compliance with applicable laws and policies

Fulltime

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Comprehensive Wealth Planning: Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Client Engagement & Relationship Management: Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Collaboration & Specialist Coordination: Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Governance, Risk & Compliance: Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 - 10+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Comprehensive Wealth Planning: Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Client Engagement & Relationship Management: Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Collaboration & Specialist Coordination: Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Governance, Risk & Compliance: Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 - 10+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Treasury Specialist

Robert Half

Location:
United States , Columbus

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

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Senior Technical Operations Treasury Specialist