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Cash Management / Treasury Implementation Specialist

Veterans Sourcing Group
  • 🇺🇸 United States
  • On-site
  • Staff / Principal
  • 8 months ago
  • Swift
  • Excel
  • PowerPoint
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Cash Management / Treasury Implementation Specialist 

Location: New York, NY (Hybrid – 2 days onsite recommended)
Pay Rate: $50/hr W2

Overview:
Seeking a mid-level professional to lead and manage the implementation of Cash Management and Treasury Management services for corporate clients. The role involves end-to-end implementation ownership, ongoing client support, and collaboration with internal stakeholders, with opportunities to support junior team members and participate in process improvement initiatives.

Key Responsibilities:

  • Own and manage implementation of Cash & Treasury Management services (e.g., cash pooling, host-to-host, SWIFT).

  • Coordinate post-agreement implementation activities and client onboarding.

  • Support and maintain existing client relationships, including inquiries and service updates.

  • Track implementation progress, provide regular status updates, and support client meetings.

  • Collaborate with internal teams and product management on service delivery and enhancements.

  • Supervise and support junior team members.

  • Participate in ad-hoc projects focused on operational efficiency, documentation, and digitalization.

Qualifications:

  • Bachelor's degree or equivalent experience.

  • 5+ years of client-facing experience at a major financial institution.

  • Strong hands-on experience with Corporate Cash Management / Treasury service implementations.

  • Excellent communication skills in English; Japanese language skills preferred.

  • Strong organizational, prioritization, and time-management skills.

  • Proficient in MS Excel and PowerPoint.

  • Ability to work under pressure and meet time-sensitive deadlines.

Cash Management / Treasury Implementation Specialist · Veterans Sourcing Group

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