Lead delivery of high-quality depositary oversight services across a diverse portfolio of investment fund clients.
Manage client relationships, lead a high-performing team, and ensure regulatory compliance including asset verification, cash monitoring, and oversight.
Drive operational excellence, strengthen governance, and support the growth of the Depositary function.
We are a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration exceeding US$857 billion.
Develop and execute a comprehensive operational strategy focused on scalability, efficiency, and regulatory compliance.
Lead core operational functions including payments, treasury, reconciliations, and back-office duties to ensure seamless client experience.
Drive process improvement and automation across the organization to reduce manual effort and increase operational leverage.
Xapo Bank is a financial institution dedicated to providing economic freedom and wealth protection with a fully distributed team of over 160 employees from 50+ countries. Their culture emphasizes remote work, diversity, and continuous learning.
Lead and oversee global treasury operations including cash management, forecasting, and banking relationships.
Manage a team, ensure compliance with controls, and partner cross-functionally with Accounting, FP&A, and Legal.
Drive process improvements and adopt AI and automation to enhance treasury efficiency and decision-making.
Rithum is an AI-first commerce network that helps brands, suppliers, and retailers accelerate e-commerce growth. With over 40,000 companies trusting the platform and representing over $50 billion in annual GMV, Rithum fosters a culture of transparency, collaboration, and continuous improvement.
Lead a multi-team organization of Operations Managers responsible for accurate and compliant execution of money movement flows.
Translate high-level organizational strategy into actionable operational plans and drive continuous improvement.
Serve as a strategic link between frontline operations and cross-functional leadership, including Product, Engineering, and Legal.
Human Interest is a fintech company that makes retirement savings accessible to small and medium-sized businesses. It is a high-growth company backed by major investors, with a mission-driven culture focused on closing the retirement gap.
Support daily treasury operations, cash management, and banking activities across multiple business units.
Process domestic and international wire transfers, ACH payments, and perform bank account reconciliations.
Assist with bank account administration, corporate card program management, and treasury technology enhancements.
Jobgether uses an AI-powered matching process to connect candidates with hiring companies. The platform serves employers and job seekers, focusing on objective, fair candidate review. The size and culture are not specified, but the environment is collaborative and remote-first.
Lead key operations processes, risk management, and operational effectiveness across the University.
Manage the operational calendar, compliance activities, and policy administration.
Supervise team members and drive cross-functional projects to support institutional priorities.
The Chicago School is a higher education institution focused on professional psychology and related fields. It is a university with multiple campuses and a remote workforce, emphasizing collaborative operations and institutional effectiveness.
Support Treasury Management sales and service activities, including client follow-up, implementation coordination, and product questions.
Partner with clients and Relationship Managers during onboarding to support product setup, online banking access, and activation.
Deliver training to clients and internal teams on Treasury Management products, fraud prevention, and service enhancements.
Ocean Bank is a financial institution providing treasury management and digital banking solutions to businesses. It is a regional bank with a focus on customer relationships and bilingual support, employing a team of professionals dedicated to service excellence.
Own daily reserve management: monitor positions, ensure adequate coverage, and flag anomalies.
Execute and oversee wire transfers, ACH settlements, and wallet funding across banking and custodial relationships.
Build and maintain treasury rebalancing workflows that keep funds appropriately distributed.
Brale is the infrastructure layer behind programmable money, helping fintechs launch compliant stablecoin programs. They are a small, fully remote, technical team building the operational foundation of stablecoin infrastructure.
Own daily global cash positioning, liquidity management, and short-term cash forecasting across all entities.
Execute and oversee domestic and international payments, manage global banking relationships, and lead bank account administration.
Partner with FP&A, Accounting, and business stakeholders to align cash forecasts with operating plans and optimize working capital.
AlphaSense provides AI-driven market intelligence and search for sophisticated companies, helping them remove uncertainty from decision-making. Founded in 2011 and headquartered in New York City, the company has over 2,000 employees globally and is trusted by more than 6,000 enterprise customers, including a majority of the S&P 500.
Build and scale the operational infrastructure for Splash Financial's HELOC business, managing the full loan lifecycle from origination to post-close.
Partner with teams to automate processes, improve efficiency, and monitor key metrics like cycle times and pull-through rates.
Ensure compliance with regulations like TILA and RESPA, and manage a high-performing operations team.
Splash Financial helps people refinance debt like student loans and credit cards, aiming to make people more powerful than their debt. They have refinanced $6+ billion in loans and raised over $135 million from investors, operating as a remote-first startup with a fast-paced, nimble culture focused on meaningful work.
Lead the entire processing department, owning strategy for processing, junior processing, and training functions.
Manage managers, set direction, remove roadblocks, and design department operations for efficiency.
Use data to track production, turn times, quality, and capacity, and rebalance work across teams.
Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage solutions for manufactured housing. The company has grown since 1999 and values teamwork, integrity, excellence, service, and work/life balance.
Own daily Treasury and Merchant Disbursements, including fund releases, refunds, and managing bank relationships.
Drive the continuous close process with a strict 5-business-day month-end target and maintain rigorous documentation.
Execute weekly reporting and support cross-functional teams with tracking, analytics, and ad-hoc requests.
Thrive Financial is a mission-driven fintech enabling responsible, accessible financing for homeowners doing home improvement projects. The company is fully remote, pre-Series A, and growing rapidly with a highly collaborative culture focused on professional growth and shared ownership.
Lead the payroll operations team to ensure accurate, compliant, and timely payroll runs for all customers.
Define and refine payroll implementation processes to scale efficiency while maintaining compliance and customer satisfaction.
Partner with Product and Sales teams to influence product roadmap and sales strategy, directly impacting customer success.
Seso modernizes the back-office for farms, addressing agricultural labor challenges with a software-enabled HR platform automating H-2A visas and streamlining hiring, payroll, and insurance. With over $60M raised from top investors like Index and Founders Fund, they are a fast-growing startup recognized by Forbes and Andreessen Horowitz.
Lead TMF operations across clinical studies to ensure timely, complete, and inspection-ready documentation in compliance with ICH-GCP and regulatory standards.
Establish TMF governance, monitor quality metrics, and communicate findings to study teams and leadership.
Partner cross-functionally to drive process improvements and strategic oversight of CRO-managed TMF activities.
BridgeBio pioneers a 'moneyball for biotech' approach, pooling early-stage research to reduce risk and accelerate innovation for life-changing medicines. They foster a culture of curiosity and experimentation with a focus on ethics.
Lead operational excellence by overseeing day-to-day functions to ensure efficiency, consistency, and alignment with business goals across teams.
Drive performance and accountability by setting clear goals, monitoring KPIs, and holding teams responsible for service levels and quality standards.
Collaborate cross-functionally with leaders in Quality, Training, Workforce, Product, and Data to identify gaps and implement scalable solutions.
Papa provides social support by pairing older adults and families with trained companions to reduce loneliness and improve health. Founded in 2017 and headquartered in Miami, the company is backed by major investors and fosters a people-first culture focused on community and belonging.
Lead and develop a high-performing onboarding operations team through coaching, performance management, and structured feedback.
Make sound, timely decisions on complex onboarding scenarios and maintain department SLAs.
Partner cross-functionally with internal teams to improve workflows, tooling, and onboarding effectiveness.
Twilio is a communications platform that delivers innovative solutions to hundreds of thousands of businesses and empowers millions of developers worldwide. They are a remote-first company with a strong culture of connection and global inclusion.
Oversees financial reporting and close processes for a portfolio of clients, ensuring accuracy and US GAAP compliance.
Leads accounting operations and team delivery, driving process improvements and system optimizations across engagements.
Serves as senior strategic advisor to client executives, translating financial data into actionable insights and growth strategies.
Aprio is a top 20 CPA and advisory firm with over 40 U.S. offices and more than 3,200 team members globally. They serve fast-growing industries with proven expertise and strategic foresight, ensuring clients are prepared for any business challenge.
Serve as the second point of contact for Brand Payments Associates, escalating issues to the Supervisor.
Complete KPI reporting for Brand Associates weekly and follow up on outstanding items.
Collaborate with the Supervisor on special projects, process enhancements, and system improvements.
Nabis is the #1 licensed cannabis wholesale platform, supplying $1B+ worth of cannabis products annually to retailers. Backed by Y Combinator and investors like DoorDash co-founder Stanley Tang, the company is rapidly expanding across the U.S. with a focus on innovation and technology.
Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners.
Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork.
Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.
Execute daily, weekly, and monthly reconciliations of transactional data across systems and banking partners.
Investigate and resolve transactional discrepancies and processing exceptions with internal teams and banking partners.
Own the Proof of Authorization (POA) process and provide customer support for ACH-related inquiries.
Dutchie is a technology company powering the cannabis industry's point-of-sale and payments. The company is scaling its ACH payments program with a collaborative, tech-forward culture.