Remote Treasury Operations Specialist Jobs
Remote treasury operations specialist jobs are open across the U.S. at remote-first firms and distributed finance teams actively hiring for cash management, liquidity oversight, and banking relationship support. Employers hiring remotely right now include DataAnnotation, Figure, and Fidelity Investments. See the openings below and apply to the ones that match your experience.
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
We're looking for a strong candidate who demonstrates accuracy and attention to detail, analytical thinking, risk awareness and effective time management. Existing knowledge of wires, ACH, check deposits, and depository account monitoring is preferred, along with strong communication, technical proficiency, adaptability, and a commitment to continuous improvement through automation and technology.
The Brokerage Treasury Cash Management team is focused on managing the cash flows within the firm’s bank accounts to ensure efficient balance management and maximize utilization of available funds as well as ensure that the firm conducts its daily settlement activities in a timely manner.
- You will manage the daily check deposit flows in the firm’s depository accounts
- You will conduct various daily cash management funding / settlement-related activities
- You will establish effective working relationships with banks and professionally interact with the banks to optimize services or resolve issues.
- You will serve as POC for internal Business Units to address and resolve cash management related inquiries and issues.
- You will review and remediate check fraud related to check receipts and disbursements You will analyze cash management processes and recommend solutions to management
The Expertise and Skills You Bring
- Bachelor’s degree
- 5 plus years’ experience in brokerage or banking industry
- Bank money movement operations / bank reconciliation experience preferred Familiarity with various money movement payment types i.e. FedWire, ACH, checks, etc.
The Team
The Brokerage Treasury Cash Management team is focused on managing the cash flows within the firm’s bank accounts to ensure efficient balance management and maximize utilization of available funds as well as ensure that the firm conducts its daily settlement activities in a timely manner.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Brokerage OperationsFidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
We're looking for a strong candidate who demonstrates accuracy and attention to detail, analytical thinking, risk awareness and effective time management. Existing knowledge of wires, ACH, check deposits, and depository account monitoring is preferred, along with strong communication, technical proficiency, adaptability, and a commitment to continuous improvement through automation and technology.
The Brokerage Treasury Cash Management team is focused on managing the cash flows within the firm’s bank accounts to ensure efficient balance management and maximize utilization of available funds as well as ensure that the firm conducts its daily settlement activities in a timely manner.
- You will manage the daily check deposit flows in the firm’s depository accounts
- You will conduct various daily cash management funding / settlement-related activities
- You will establish effective working relationships with banks and professionally interact with the banks to optimize services or resolve issues.
- You will serve as POC for internal Business Units to address and resolve cash management related inquiries and issues.
- You will review and remediate check fraud related to check receipts and disbursements You will analyze cash management processes and recommend solutions to management
The Expertise and Skills You Bring
- Bachelor’s degree
- 5 plus years’ experience in brokerage or banking industry
- Bank money movement operations / bank reconciliation experience preferred Familiarity with various money movement payment types i.e. FedWire, ACH, checks, etc.
The Team
The Brokerage Treasury Cash Management team is focused on managing the cash flows within the firm’s bank accounts to ensure efficient balance management and maximize utilization of available funds as well as ensure that the firm conducts its daily settlement activities in a timely manner.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Brokerage OperationsSee All 8 Remote Treasury Operations Specialist Jobs
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Find JobsRemote Treasury Operations Specialist Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote treasury operations specialist jobs.
- Bachelor's degree in finance, accounting, or a related business field
- Experience with treasury management systems such as Kyriba, SAP Treasury, or FIS
- Proficiency in cash positioning, bank reconciliation, and daily liquidity reporting
- Knowledge of wire transfer processing, payment systems, and SWIFT messaging
- Strong Excel skills including pivot tables, VLOOKUP, and cash flow modeling
- Certified Treasury Professional (CTP) designation preferred for mid-level and senior roles
Tips for Your Remote Treasury Operations Specialist Job Search
Prove you can work in async finance environments
Remote treasury teams rely on written communication for escalations, daily cash reports, and bank relationship updates. Document specific examples of async workflows you've owned, such as end-of-day liquidity summaries sent to distributed stakeholders, to show you can operate without real-time oversight.
Highlight your treasury management system proficiency
Remote employers can't observe your day-to-day work, so your resume needs to name the systems you've used: Kyriba, SAP Treasury, FIS Quantum, or similar platforms. Specific system experience signals you can contribute from day one without an in-office onboarding ramp.
Apply early to remote roles that fit
Migrate Mate lists remote treasury operations specialist openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through non-remote listings mixed in.
Prepare for remote-first interview formats
Many distributed finance teams conduct multi-round video interviews that include a practical scenario, such as explaining how you'd handle a cash shortfall across bank accounts in different currencies. Practice talking through your decision process clearly and concisely on camera before your first call.
Remote Treasury Operations Specialist Jobs: Frequently Asked Questions
How do I get a remote treasury operations specialist job?
Target remote-first financial services firms, fintech companies, and large corporations with distributed treasury teams, as these organizations are most likely to hire treasury operations specialists without requiring on-site presence. Remote employers screen heavily for self-direction, clear written communication, and proficiency with treasury management systems like Kyriba or SAP. Demonstrating async collaboration experience and comfort with digital banking portals gives you a real edge.
Which companies hire remote treasury operations specialists?
Remote treasury operations specialist roles are posted by DataAnnotation, Figure, and Fidelity Investments and others right now, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first financial services firms, enterprise technology companies, and large distributed organizations that manage multi-entity cash operations across multiple time zones.
Can you get a remote treasury operations specialist job with no experience?
Yes, but remote entry-level treasury operations roles are competitive because employers expect you to troubleshoot independently without in-office support. Fintech startups and remote-first companies are more open to junior candidates than traditional banks. You can strengthen your candidacy by showing familiarity with treasury management systems, completing finance-focused certifications, and demonstrating strong written communication skills that signal you can operate effectively without daily oversight.
Do you need a degree for remote treasury operations specialist jobs?
Not always. Many remote employers value hands-on experience with cash management, bank reconciliation, and treasury systems over a specific degree. A background in accounting, finance, or a related field helps, but candidates who can show concrete results from prior treasury or finance operations work, along with proficiency in relevant software, are often competitive regardless of formal credentials.
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