Senior Technical Treasury Specialist, Mercury
$121.5-168.7k
+ Stock options. Salary dependent on location
Banking services for startups
Be an early applicant
Banking services for startups
501-1000 employees
Be an early applicant
$121.5-168.7k
+ Stock options. Salary dependent on location
501-1000 employees
Company mission
To make scaling tech companies simpler with a personalized banking stack for startups, and power the next generation of companies that will shape the American industry.
Role
Who you are
- This role is ideal for someone who has deep brokerage operations knowledge, a strong sense of ownership, and the ability to both execute precisely and communicate clearly
- Hold active FINRA Series 7, 63 and 24 licenses
- Have 5+ years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
- Demonstrate excellent written communication and documentation skills
- Be comfortable navigating regulatory nuance and operational edge cases
- Have a track record of delivering high-quality work quickly and consistently
- Work independently with minimal oversight, while collaborating fluidly with cross-functional teams
- Possess a strong understanding of the operational requirements under FINRA and SEC rules, including recordkeeping, supervision, and customer protection
- Enjoy solving problems with a balance of efficiency and precision
What the job involves
- We’re looking to hire a Senior Treasury Operations Specialist to help execute and evolve the operational engine powering both our SEC-registered investment advisor and our FINRA-member Broker Dealer
- This is a high-impact individual contributor role for someone who thrives in detail-rich, regulated environments and can operate efficiently and independently
- You’ll work closely with the Principal Operations Officer to carry out operational workflows, resolve complex issues, and drive improvements across our investment stack
- Support end-to-end operations for Mercury’s Treasury product including account onboarding, money movement, and exception handling
- Experience executing and reviewing KYC processes in a broker-dealer setting, including identity verification, beneficial ownership analysis, and risk-based customer profiling in accordance with FINRA and SEC requirements
- Execute core broker-dealer operational tasks such as trade reconciliation, approvals, ACATs, cashiering, and daily reporting
- Serve as a go-to contributor for regulatory and procedural accuracy in daily operations and special projects
- Contribute to the maintenance of our Written Supervisory Procedures by identifying procedural gaps or changes in workflows
- Support licensed team members and help ensure compliance with FINRA and SEC requirements across operational processes
- Work closely with Engineering and Product teams to troubleshoot partner issues and suggest process or tooling improvements
- Provide high-quality written documentation for process flows, controls, and reporting requirements
- Identify operational inefficiencies, propose solutions, and take initiative to implement improvements
- Assist with readiness for exams or audits by ensuring books and records are accurately maintained and easily retrievable
- Help monitor volume trends and surface insights through regular reporting and analysis
Our take
Frustrated by the archaic, fee-laden banking services offered to entrepreneurs, the founders of Mercury set out to create a better solution. They envisioned a platform that was dynamic, tech-driven, and free from unnecessary fees.
Mercury delivers on this vision by automating business payment processes, offering FDIC-insured accounts, and providing full API access, empowering entrepreneurs with greater control and efficiency. This approach stands in stark contrast to traditional startup banking, which often burdens young businesses with high fees and limited functionality.
By prioritizing user experience and offering a free service tier, Mercury has attracted over 100,000 businesses and achieved a $1B valuation in 2021. As a rising unicorn in the stagnant world of startup banking, mercury is poised for continued growth, constantly adding new features and expanding its team to further disrupt the industry.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
50% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Mar 2025
$300m
SERIES C
Jul 2021
$120m
SERIES B
Total funding: $450.9m
Company benefits
- Health, dental, & vision
- 12+ weeks of paid parental leave
- $600 USD custom WFH equipment setup
- Unlimited vacation policy (with a mandatory minimum)
- Retirement matching up to 4% of base salary (401k/RRSP)
- Paid 6-week sabbatical after the 5-year mark
- Annual $1K USD learning & development budget
- Unlimited book budget
- Weekly $100 USD food budget
- Monthly $100 USD wellness budget
- Monthly $50 USD cellphone reimbursement
- Pet-friendly offices with free tea & lunch
Company HQ
SoMa, San Francisco, CA
Leadership
Jason Zhang
(COO)Studied Biology at Stanford before spending over 4 years at Heyzap in Business Development.
Immad Akhund
(CEO)Graduated from the University of Cambridge, then worked as a Software Developer at Aquila and Bloomberg. Also founded Clickpass and Heyzap, and was a Part-time Partner at Y Combinator.
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