Treasury Operations Specialist

About This RoleAI processing…

Key Responsibilities

• 1
  Own reconciliation frameworks across Robinhood Securities bank, clearing, and sweep accounts by comparing internal ledgers to external bank, clearing, and vendor data, investigating and resolving breaks, and escalating unreconciled items as needed
• 2
  Lead daily brokerage cash settlements (for example NSCC/DTC, ACH, Debit Card and other treasury movements) and ensure funding is accurate, timely, and appropriately documented
• 3
  Manage risk for back‑office activities by maintaining strong controls over customer and firm cash, suspense accounts, and exception handling, in line with internal policies and WSPs
• 4
  Develop and refine processes to increase the efficiency and scalability of brokerage treasury operations, reducing manual touch points while improving control quality
• 5
  Act as a subject matter expert on brokerage cash management and reconciliation processes, clearly communicating impacts and risks to partners in Compliance, Corporate Accounting, Engineering, Product, CX, and other operations teams
• 6
  Partner with project and operations teams to launch, improve, and scale Robinhood products and systems that touch brokerage cash flows, ensuring treasury requirements are designed, tested, and documented up front
• 7
  Help craft, document, and implement processes, internal controls, metrics, and reporting (including playbooks, SOPs, and reconciliation evidence) that demonstrate strong governance and operational excellence across brokerage treasury

Requirements

• Bachelor’s degree in finance, accounting, business, economics, or a related field
• Active FINRA Series 7 and 99 Licenses with an ability to quickly put your brokerage knowledge into action
• 3+ years of experience in brokerage operations or treasury operations with a focus on cash management, reconciliations, and back-office controls in a broker-dealer or clearing environment
• Experience leading or driving projects to automate or improve reconciliation, settlement, or cash-control processes (for example, new rec workflows, exception queues, or reporting)
• Proven ability to operate in a fast-paced, highly regulated environment while maintaining accuracy, sound judgment, and strong attention to detail
• Strong problem-solving skills with a bias toward ownership and action when issues span multiple systems or teams
• Experience with data analysis (Excel, SQL, AI)
• Prior experience at a broker-dealer, clearing firm, or securities operations team supporting customer cash and securities with applicable securities licenses
• Strong Robinhood product knowledge and curiosity about how our brokerage model and money movements work

Perks & Benefits