About The Role & Team The Associate Director, Clearing Operations supports end-to-end back-office ... Partner with Technology, Treasury, Finance, Compliance, and other business units to resolve ...
About The Role & Team The Associate Director, Clearing Operations supports end-to-end back-office ... Partner with Technology, Treasury, Finance, Compliance, and other business units to resolve ...
Trading Systems Support Senior Associate
Saint Petersburg, FL · On-site
$90K - $115K/yr
The Senior Associate will collaborate closely with cross-functional teams-including Risk, Compliance, Product, and Treasury-to support seamless and compliant operational workflows across Webull Pay ...
Trading Systems Support Senior Associate
Saint Petersburg, FL · On-site
$90K - $115K/yr
The Senior Associate will collaborate closely with cross-functional teams-including Risk, Compliance, Product, and Treasury-to support seamless and compliant operational workflows across Webull Pay ...
Investment Analyst
Saint Petersburg, FL · On-site
$40/hr
... Treasury, Tax and Consolidation. What You Will Learn: As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund's investment and ...
Quick apply
Investment Analyst
Saint Petersburg, FL · On-site
$40/hr
... Treasury, Tax and Consolidation. What You Will Learn: As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund's investment and ...
Investment Analyst
Saint Petersburg, FL · On-site
$40/hr
... Treasury, Tax and Consolidation. What You Will Learn: As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund's investment and ...
Investment Analyst
Saint Petersburg, FL · On-site
$40/hr
... Treasury, Tax and Consolidation. What You Will Learn: As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund's investment and ...
Associate, Clearing Operations
Saint Petersburg, FL · On-site
$75K - $90K/yr
About The Role & Team The Associate, Clearing Operations supports end-to-end back-office clearing ... Partner with technology, treasury, and finance on issue resolution and process improvements
Associate, Clearing Operations
Saint Petersburg, FL · On-site
$75K - $90K/yr
About The Role & Team The Associate, Clearing Operations supports end-to-end back-office clearing ... Partner with technology, treasury, and finance on issue resolution and process improvements
Investment Analyst
Saint Petersburg, FL · On-site
$40/hr
... Treasury, Tax and Consolidation. What You Will Learn: As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund's investment and ...
Investment Analyst
Saint Petersburg, FL · On-site
$40/hr
... Treasury, Tax and Consolidation. What You Will Learn: As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund's investment and ...
Manufacturing Chapter Assistant - Part-Time 1099 Contractor
Pinellas Park, FL · On-site
$20 - $30/hr
... the Treasurer * Maintain website, social media, email, and other technology * Drive membership growth and engagement * Recruit and engage Associate Members * Coordinate with National NTMA
Quick apply
Manufacturing Chapter Assistant - Part-Time 1099 Contractor
Pinellas Park, FL · On-site
$20 - $30/hr
... the Treasurer * Maintain website, social media, email, and other technology * Drive membership growth and engagement * Recruit and engage Associate Members * Coordinate with National NTMA
Manufacturing Association Assistant - Part-Time 1099 Contractor
Pinellas Park, FL · On-site
$20 - $30/hr
... the Treasurer * Maintain website, social media, email, and other technology * Drive membership growth and engagement * Recruit and engage Associate Members * Coordinate with National NTMA
Quick apply
Manufacturing Association Assistant - Part-Time 1099 Contractor
Pinellas Park, FL · On-site
$20 - $30/hr
... the Treasurer * Maintain website, social media, email, and other technology * Drive membership growth and engagement * Recruit and engage Associate Members * Coordinate with National NTMA
Manufacturing Chapter Assistant - Part-Time 1099 Contractor
Pinellas Park, FL · On-site
$20 - $30/hr
... the Treasurer * Maintain website, social media, email, and other technology * Drive membership growth and engagement * Recruit and engage Associate Members * Coordinate with National NTMA
Quick apply
Manufacturing Chapter Assistant - Part-Time 1099 Contractor
Pinellas Park, FL · On-site
$20 - $30/hr
... the Treasurer * Maintain website, social media, email, and other technology * Drive membership growth and engagement * Recruit and engage Associate Members * Coordinate with National NTMA
Securities and Derivatives Associate Analyst 2 Bilingual Spanish English
Tampa, FL · On-site
$49K - $68K/yr
The Securities Services Associate Analyst 2 is a developing professional role. This role identifies ... Qualifications: * 0-2 years of experience working in Treasury Operations, Middle Office, Cash ...
Securities and Derivatives Associate Analyst 2 Bilingual Spanish English
Tampa, FL · On-site
$49K - $68K/yr
The Securities Services Associate Analyst 2 is a developing professional role. This role identifies ... Qualifications: * 0-2 years of experience working in Treasury Operations, Middle Office, Cash ...
Associate Director, Clearing Operations
Saint Petersburg, FL · On-site
$115 - $140/hr
Partner with Technology, Treasury, Finance, Compliance, and other business units to resolve operational issues, improve controls, and streamline processes. * Drive continuous operational improvement ...
Associate Director, Clearing Operations
Saint Petersburg, FL · On-site
$115 - $140/hr
Partner with Technology, Treasury, Finance, Compliance, and other business units to resolve operational issues, improve controls, and streamline processes. * Drive continuous operational improvement ...
Commercial Client Specialist II
Tampa, FL · On-site
... Treasury onboarding, pro-actively following up with and consistently contacting clients and ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
Commercial Client Specialist II
Tampa, FL · On-site
... Treasury onboarding, pro-actively following up with and consistently contacting clients and ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
... Treasury * Exercises Delegated Approval Authority using sound judgment and expertise to make ... Trains, coaches, and mentors Credit Analysts and Associates * Serves as a key member of the ...
... Treasury * Exercises Delegated Approval Authority using sound judgment and expertise to make ... Trains, coaches, and mentors Credit Analysts and Associates * Serves as a key member of the ...
Commercial Client Specialist II
Tampa, FL · On-site
... Treasury onboarding, pro-actively following up with and consistently contacting clients and ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
Commercial Client Specialist II
Tampa, FL · On-site
... Treasury onboarding, pro-actively following up with and consistently contacting clients and ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...
Credit Officer II
Tampa, FL · On-site
The CO II maintains knowledge of other BofA products including Investment Banking and Treasury ... Mentors and supports associates Skills: * Client Solutions Advisory * Customer and Client Focus
Credit Officer II
Tampa, FL · On-site
The CO II maintains knowledge of other BofA products including Investment Banking and Treasury ... Mentors and supports associates Skills: * Client Solutions Advisory * Customer and Client Focus
... Treasury Management to identify and structure depository opportunities. • Management of portfolio delinquencies within assigned and/or developed portfolio. • Work closely with associates with ...
... Treasury Management to identify and structure depository opportunities. • Management of portfolio delinquencies within assigned and/or developed portfolio. • Work closely with associates with ...
Sr Commercial Banking Officer
Tampa, FL · On-site
... Treasury Management to identify and structure depository opportunities. • Management of portfolio delinquencies within assigned and/or developed portfolio. • Work closely with associates with ...
Sr Commercial Banking Officer
Tampa, FL · On-site
... Treasury Management to identify and structure depository opportunities. • Management of portfolio delinquencies within assigned and/or developed portfolio. • Work closely with associates with ...
Sr Commercial Banking Officer
Tampa, FL · On-site
... Treasury Management to identify and structure depository opportunities. • Management of portfolio delinquencies within assigned and/or developed portfolio. • Work closely with associates with ...
Sr Commercial Banking Officer
Tampa, FL · On-site
... Treasury Management to identify and structure depository opportunities. • Management of portfolio delinquencies within assigned and/or developed portfolio. • Work closely with associates with ...
... Treasury Management to identify and structure depository opportunities. • Management of portfolio delinquencies within assigned and/or developed portfolio. • Work closely with associates with ...
... Treasury Management to identify and structure depository opportunities. • Management of portfolio delinquencies within assigned and/or developed portfolio. • Work closely with associates with ...
Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts ...
Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts ...
Treasury Associate information
See Brandon, FL salary details
$26.9K - $31.5K
6% of jobs
$31.5K - $36.1K
13% of jobs
$38.3K is the 25th percentile. Wages below this are outliers.
$36.1K - $40.7K
13% of jobs
$40.7K - $45.3K
11% of jobs
The median wage is $47.7K / yr.
$45.3K - $49.8K
15% of jobs
$49.8K - $54.4K
14% of jobs
$55.8K is the 75th percentile. Wages above this are outliers.
$54.4K - $59K
15% of jobs
$59K - $63.6K
3% of jobs
$63.6K - $68.2K
4% of jobs
$68.2K - $72.8K
4% of jobs
$72.8K - $77.3K
3% of jobs
$26.9K
$49.8K
$77.3K
How much do treasury associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a Treasury Associate?
What does a Treasury Associate do?
What is the difference between Treasury Associate vs Treasury Analyst?
| Aspect | Treasury Associate | Treasury Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; some roles may prefer certifications like CFA or CPA | Bachelor's degree often required; CFA or CPA preferred; more emphasis on financial analysis certifications |
| Work Environment | Corporate treasury departments, financial institutions, or large corporations; focus on daily cash management and transaction processing | Financial analysis teams within treasury; focus on forecasting, risk assessment, and strategic financial planning |
| Employer & Industry Usage | Common in banking, corporate finance, and investment firms | Typically found in corporate finance departments and financial institutions |
The main difference between a Treasury Associate and a Treasury Analyst lies in their focus and responsibilities. Treasury Associates handle daily cash management and transactional tasks, while Treasury Analysts focus more on financial analysis, forecasting, and strategic planning. Both roles require similar educational backgrounds and certifications, but Analysts usually engage in more complex financial modeling and risk assessment activities.
How much does a treasury associate make?
What are some common challenges Treasury Associates face when managing cash flow and liquidity?

Full-time
Medical, Dental, Vision, Retirement
Re-posted 15 days ago
Job description
About The Role & Team
The Associate Director, Clearing Operations supports end-to-end back-office clearing and settlement across retail and institutional businesses. This role requires strong hands-on knowledge of DTCC settlement, trade exception management, reconciliations, and control reporting, including experience working with self-clearing within an omnibus model.
In This Role, You Will
- Support daily clearing and settlement activities across DTC, CNS, and non-CNS markets, ensuring timely and accurate settlement of securities transactions.
- Ensure all transactions are accurately recorded and processed through internal systems and DTC to facilitate successful settlement.
- Perform DTC settlement functions, including Deliver Orders (DOs), Receiver Authorized Delivery (RAD) management, Securities Payment Orders (SPOs), pair-offs, collateral pledges and fail reversals (FRVs).
- Process ACAT and non-ACAT customer transfers, including free deliveries and associated settlement activities.
- Manage settlement exceptions, including failing transactions, buy-ins, fail reporting, and Obligation Warehouse (OW) processing, while ensuring compliance with Regulation SHO and applicable SEC rules.
- Perform daily trade, cash, position, and securities reconciliations across internal books, DTC, depositories, transfer agents, and counterparties; investigate and resolve discrepancies in a timely manner.
- Support institutional and retail trade flows, including allocations, affirmations, confirmations, settlement, journals, and post-trade processing.
- Resolve trade exceptions across settlement platforms, including CTM.
- Protect customer fully paid securities through proper segregation, memo segregation, and possession and control procedures in accordance with SEC Rule 15c3-3.
- Collect mark-to-market and resolve money differences through Securities Payment Orders (SPOs) and cash reconciliation processes.
- Produce operational reporting, including aging reports, money difference reports, fail reporting, reconciliation metrics, and management reporting.
- Ensure compliance with applicable SEC, FINRA, DTCC, OCC, and internal regulatory requirements while maintaining complete and audit-ready documentation.
- Assist with internal audits, regulatory examinations, and control documentation by preparing supporting work papers and responding to inquiries.
- Perform operational risk assessments, identify control deficiencies, conduct root cause analysis, and escalate material issues to management.
- Partner with Technology, Treasury, Finance, Compliance, and other business units to resolve operational issues, improve controls, and streamline processes.
- Drive continuous operational improvement through automation initiatives, process redesign, trend analysis, and collaboration with engineering teams.
- Develop, maintain, and communicate Standard Operating Procedures (SOPs), policies, and process documentation to support training, consistency, and operational continuity.
- Participate in projects, system implementations, testing, and other strategic initiatives supporting the self-clearing business.
- Foster strong cross-functional communication and teamwork while providing subject matter expertise and support across Clearing Operations.
- Perform additional duties and responsibilities as assigned to support business objectives and operational excellence.
The Skills You Bring
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 7+ years of experience in broker-dealer clearing, settlement, or operations.
- Active FINRA Series 99 and/or Series 7 and Series 24 licenses, or the ability to obtain the required licenses within 180 days of hire.
- Strong understanding of DTCC settlement processes, including both CNS and non-CNS environments.
- Experience supporting institutional trade processing, including allocations, affirmations, confirmations, and settlement.
- Hands-on experience with industry platforms such as Broadridge, Apex, FIS (Phase 3), or comparable systems.
- Experience operating in omnibus clearing and/or self-clearing broker-dealer environments.
- Working knowledge of fails management, buy-in processing, CTM, and operational reconciliations.
- Solid understanding of back-office controls, exception management, operational risk, and trade lifecycle processing.
What Makes You Stand Out
- Previous operations experience at a retail broker-dealer.
- Demonstrated leadership abilities with a collaborative, team-oriented approach.
- Strong analytical, problem-solving, and project management skills with a focus on process improvement.
- Proven ability to manage competing priorities with a strong sense of urgency and accountability.
- Ability to thrive in a fast-paced, deadline-driven environment while maintaining a high level of accuracy and attention to detail.
Why Webull?
Webull is more than a fintech company-we're a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 14 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.
Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:
- Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
- Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
- Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
- Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
- Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
- Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
This role is based in ourSt. Petersburg, FL Global HQ, where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we're committed to fair, equitable, and transparent compensation. The base salary range is $115,000-$140,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.
EEOC Statement
Webull is an equal opportunity employer. We're committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.