Technical Operations Treasury Specialist
Mercury is building a complete finance stack for startups. We work hard to create the easiest and safest banking* experience possible to simplify entrepreneurs’ and business owners’ financial lives. Underneath all our products is a massive web of partners that users don’t see, requiring significant product and process investment. That’s where the Financial Partnership Operations team comes in. We work to maintain our external relationships and streamline our collective workflows to keep customers, partners, and Mercury employees happy.
We’re looking to hire a Technical Treasury Operations Specialist to support the daily workflows of both our SEC-registered investment advisor and our FINRA-member broker-dealer. This is a foundational individual contributor role for someone who is eager to learn in a detail-rich, regulated environment and who thrives on hands-on execution. You’ll work closely with senior operations staff and cross-functional partners in compliance, engineering, and support to carry out day-to-day processes, resolve operational issues, and document scalable workflows. This role is ideal for someone who is detail-oriented, comfortable collaborating across teams, and motivated to help build the operational backbone of Mercury’s investment products.
*Mercury is a financial technology company, not a bank. Banking services are provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC.
In this role, you will:
Execute core day-to-day brokerage operations tasks such as account onboarding, account updates, trade settlement support, reconciliations, and exception handling.
Work directly with engineering and product teams to troubleshoot operational issues, surface gaps, and test workflow improvements.
Partner with compliance and support teams to ensure that operational activities align with regulatory requirements and customer needs.
Assist in building and documenting processes, controls, and standard operating procedures to improve scalability and consistency.
Identify operational inefficiencies and propose solutions that balance regulatory precision with efficiency.
Provide hands-on support for new product or process rollouts, ensuring operational readiness and smooth adoption.
You should:
Hold active FINRA Series 7, 63, 24.
Have 3-5 years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple operational workflows.
Be comfortable collaborating across functions and working closely with engineers to refine processes and tooling.
Possess a problem-solving mindset with a willingness to learn and grow within a regulated environment.
Have excellent written and verbal communication skills, especially in documenting processes and surfacing issues clearly.
The total rewards package at Mercury includes base salary, equity (stock options), and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $106,200 - $132,800 USD
US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $95,600 - $119,500 USD
Canadian employees (any location): $100,400 - $125,500 CAD
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.
[Please see the independent bias audit report covering our use of Covey for more information.]
#LI-AR1
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Technical Operations Treasury Specialist
Mercury is building a complete finance stack for startups. We work hard to create the easiest and safest banking* experience possible to simplify entrepreneurs’ and business owners’ financial lives. Underneath all our products is a massive web of partners that users don’t see, requiring significant product and process investment. That’s where the Financial Partnership Operations team comes in. We work to maintain our external relationships and streamline our collective workflows to keep customers, partners, and Mercury employees happy.
We’re looking to hire a Technical Treasury Operations Specialist to support the daily workflows of both our SEC-registered investment advisor and our FINRA-member broker-dealer. This is a foundational individual contributor role for someone who is eager to learn in a detail-rich, regulated environment and who thrives on hands-on execution. You’ll work closely with senior operations staff and cross-functional partners in compliance, engineering, and support to carry out day-to-day processes, resolve operational issues, and document scalable workflows. This role is ideal for someone who is detail-oriented, comfortable collaborating across teams, and motivated to help build the operational backbone of Mercury’s investment products.
*Mercury is a financial technology company, not a bank. Banking services are provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC.
In this role, you will:
Execute core day-to-day brokerage operations tasks such as account onboarding, account updates, trade settlement support, reconciliations, and exception handling.
Work directly with engineering and product teams to troubleshoot operational issues, surface gaps, and test workflow improvements.
Partner with compliance and support teams to ensure that operational activities align with regulatory requirements and customer needs.
Assist in building and documenting processes, controls, and standard operating procedures to improve scalability and consistency.
Identify operational inefficiencies and propose solutions that balance regulatory precision with efficiency.
Provide hands-on support for new product or process rollouts, ensuring operational readiness and smooth adoption.
You should:
Hold active FINRA Series 7, 63, 24.
Have 3-5 years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple operational workflows.
Be comfortable collaborating across functions and working closely with engineers to refine processes and tooling.
Possess a problem-solving mindset with a willingness to learn and grow within a regulated environment.
Have excellent written and verbal communication skills, especially in documenting processes and surfacing issues clearly.
The total rewards package at Mercury includes base salary, equity (stock options), and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $106,200 - $132,800 USD
US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $95,600 - $119,500 USD
Canadian employees (any location): $100,400 - $125,500 CAD
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.
[Please see the independent bias audit report covering our use of Covey for more information.]
#LI-AR1