Senior Treasury Manager – Global Wealth & Liquidity Expert

CI Financial; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Professional development reimbursement

Volunteer days

Job summary

Corient is seeking a senior treasury professional to lead cash forecasting, liquidity planning, and banking operations for a global family office environment.

You will manage daily cash positioning, oversee bank accounts, evaluate payment flows, and support FX risk management while collaborating with finance, treasury, and technology teams. This onsite role requires 5-8+ years of treasury experience and a strong analytical mindset.

Qualifications

• Bachelor's degree required in Finance/Economics or related field.

Responsibilities

• Manage daily cash positioning and liquidity across domestic and international bank accounts.

Skills

Excel

Treasury systems

Financial modeling

Banking products

Workday ERP

Stakeholder mgmt

Analytical skills

Education

Bachelor's degree in Finance/Economics

Master's degree or MBA preferred

CTP certification preferred

CFA certifications a plus

Tools

GTreasury

Kyriba

FIS

Workday

Job description

Corient is seeking a senior treasury professional to lead cash forecasting, liquidity planning, and banking operations for a global family office environment.

You will manage daily cash positioning, oversee bank accounts, evaluate payment flows, and support FX risk management while collaborating with finance, treasury, and technology teams. This onsite role requires 5-8+ years of treasury experience and a strong analytical mindset.