Hybrid Treasury Operations Director — AI-Driven Strategy

Marsh Agency; New York (NY); Hybrid; USD 115,000 - 230,000; Full time

Benefits offered by this job

Performance-based incentives

Health and welfare benefits

401K retirement plan

Job summary

Marsh in New York, NY seeks a Director of US Treasury Operations to lead a four-person team supporting cash management, investments, and risk management. This hybrid role reports to the Assistant Treasurer and will drive process improvements and strategic collaboration across the enterprise.

The role requires 5+ years in treasury operations, experience with corporate and fiduciary portfolios, and a track record of system implementations. New York-based with in-office 3 days per week.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; MBA preferred.
• Minimum of 5 years of progressive treasury operations experience.
• Experience managing corporate and fiduciary investment portfolios, including fiduciary oversight.
• Track record leading treasury system implementations, process improvements, and change management initiatives.

Responsibilities

• Oversee cash investment portfolios and risk management across market conditions.
• Lead Phase 2 enhancements of Quantum Treasury Management System with automation and AI analytics.
• Build and mentor a high-performing treasury operations team.
• Develop strategic banking partnerships to optimize services and support objectives.
• Shape treasury reporting and analytics informing senior leadership decisions.
• Collaborate with Finance, Accounting, IT and business leaders on enterprise projects.

Skills

Leadership

Stakeholder management

Financial analysis

Forecasting

Cross-functional collaboration

Communication

PowerPoint

Excel

Adaptability

Education

Bachelor’s degree in Accounting, Finance, or related field

MBA or equivalent graduate degree

Tools

Quantum Treasury Management System

Bloomberg

Oracle

Job description

Marsh in New York, NY seeks a Director of US Treasury Operations to lead a four-person team supporting cash management, investments, and risk management. This hybrid role reports to the Assistant Treasurer and will drive process improvements and strategic collaboration across the enterprise.

The role requires 5+ years in treasury operations, experience with corporate and fiduciary portfolios, and a track record of system implementations. New York-based with in-office 3 days per week.