1031 Treasury Operations Team Lead

Role Overview

The Treasury Operations Team Lead will report to the Director of Accounting and Finance and serve as a functional leader over daily treasury operations, client fund movement, bank account reconciliation, and payment controls. This role is responsible for overseeing high-volume, high-dollar disbursement activity, strengthening fraud prevention and operational risk controls, and driving scalable process improvements.

What You Will Do

Provide day-to-day leadership, coaching, training, and functional oversight of Treasury operations, including assigning work, monitoring quality, resolving escalations, and ensuring consistent adherence to policies, procedures, controls, and service-level expectations. Manage a high-volume wire environment with daily volume that can reach 50+ wires per day.

Why It Might Be a Fit

This role requires a highly ethical individual with sound judgment and the ability to protect client funds, confidential information, and company reputation. The ideal candidate will have 6+ years of progressive experience in Treasury, Finance, Banking, Accounting, payment operations, or a similar regulated/high-control environment, including 2+ years providing team leadership, workflow oversight, training, or quality review.

Requirements

• 6+ years of progressive experience in Treasury, Finance, Banking, Accounting, payment operations, or a similar regulated/high-control environment
• 2+ years providing team leadership, workflow oversight, training, or quality review
• Demonstrated experience with high-volume and/or high-dollar funds movement, wire approvals, confirmation of wiring instructions, bank platform controls, reconciliation processes, and fraud prevention procedures

Benefits

• Healthcare
• PTO
• Retirement
• Learning budget
• Parental leave
• Wellness
• Remote flexibility
• Stipends
• Bonus/commission
• Paid holidays

Originally posted on Himalayas