Strategic Treasury & Liquidity Director — Growth

Oliver James Group; Raleigh (NC); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Oliver James Group has partnered with a rapidly growing life and annuity carrier to recruit a Director of Treasury & Liquidity Management in Raleigh, hybrid role. The position oversees liquidity forecasting, custody and trust operations, collateral management, and strategic banking relationships.

Reporting to senior treasury leadership, you will drive process improvements, manage funding strategies, ensure regulatory compliance, and collaborate with Finance, Investments, Risk, and Legal to

Qualifications

• Bachelor's degree in Accounting, Finance, or related discipline.
• 10+ years of treasury experience focused on liquidity operations.
• Experience with custody, trust accounts, and collateral management.
• Strong leadership and cross-functional collaboration.
• Excellent communication for executive presentations.

Responsibilities

• Lead custody and trust account operations oversight.
• Manage daily liquidity activities and cash forecasting.
• Oversee collateral management and settlements.
• Develop relationships with banking partners and custodians.
• Support treasury technology initiatives and system enhancements.
• Ensure compliance with regulatory requirements and internal controls.
• Collaborate with Finance, Investments, Risk, Legal, and external institutions on strategic initiatives.

Skills

Treasury leadership

Liquidity management

Banking relationships

Regulatory compliance

Cross-functional leadership

Education

Bachelor's degree in Accounting/Finance or related

Tools

Treasury management systems

Job description

Oliver James Group has partnered with a rapidly growing life and annuity carrier to recruit a Director of Treasury & Liquidity Management in Raleigh, hybrid role. The position oversees liquidity forecasting, custody and trust operations, collateral management, and strategic banking relationships.

Reporting to senior treasury leadership, you will drive process improvements, manage funding strategies, ensure regulatory compliance, and collaborate with Finance, Investments, Risk, and Legal to