Treasury Operations Leader — Hybrid (Credit & Cash)

Gen II Fund Services; New York (NY); Hybrid; USD 125,000 - 155,000; Full time

Job summary

Gen II Fund Services, LLC in New York is seeking a Treasury Leader to manage day-to-day money movement for US clients and oversee payment timing for capital calls, distributions and expenses. You will drive onboarding, workflow improvements, and cross-team collaboration to meet service levels.

The role requires 5+ years in treasury/banking, strong cash-management skills, and proven people leadership. This hybrid NY position offers a comprehensive benefits package.

Qualifications

• 5+ years of treasury/banking services experience.
• Proficient in cash management systems.
• Strong organizational and analytical abilities.
• Proven relationship-building skills.
• Experience leading teams.
• Ability to work both in a team and independently.

Responsibilities

• Manage the day-to-day money movement for Gen II US Clients.
• Manage payment instructions and timing for capital calls, distributions and expenses.
• Onboard clients onto the Treasury Management platform.
• Collaborate on workflow and processes with fund accountants and client requests.
• Coordinate daily/weekly workflow to meet service level agreements.
• Lead transformation activities for Treasury to achieve objectives.
• Assist in hiring for the Treasury Team across multiple locations.
• Hold people-leader responsibilities and develop the team.
• Ensure Treasury have robust processes and procedures.

Skills

Team player

Independent work

Analytical skills

Relationship building

Transformation skills

People leadership

Cash management systems

Education

Bachelor’s degree in finance or related field

Job description

Gen II Fund Services, LLC in New York is seeking a Treasury Leader to manage day-to-day money movement for US clients and oversee payment timing for capital calls, distributions and expenses. You will drive onboarding, workflow improvements, and cross-team collaboration to meet service levels.

The role requires 5+ years in treasury/banking, strong cash-management skills, and proven people leadership. This hybrid NY position offers a comprehensive benefits package.