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About the Role
Pinnacle Fund Services is seeking a Treasury Manager to oversee end-to-end treasury operations, manage cash movement, payment processes, and banking relationships. This leadership role involves coaching a team, optimizing performance, and implementing new systems and processes.
Responsibilities
- Serve as the primary owner of treasury processes, collaborating with internal stakeholders and technology teams to standardize workflows, drive automation, and ensure scalable, controlled operations.
- Oversee execution of and approve fund-related payments including redemptions, distributions, fees, investment transactions and invoices.
- Manage multi-currency transactions, including setup and maintenance of beneficiary bank templates and FX processing.
- Ensure treasury processes meet internal control standards and align with fund offering documents and regulatory guidelines.
- Liaise with banking partners to resolve issues, implement best practices, and support fund launches or account onboarding.
- Monitor payment deadlines, currency cut-offs, and funding schedules to ensure timely execution.
- Identify and mitigate treasury-related risks, supporting internal and external audit readiness.
- Lead the development and enhancement of treasury workflows, promoting automation and minimizing manual input across platforms.
- Partner with technology and operations teams to implement system improvements and expand reporting capabilities.
- Participate in the design and implementation of treasury-related policies, procedures, and documentation standards.
- Analyze recurring issues or delays and propose corrective action plans for resolution.
- Track KPIs and service metrics, report trends to department lead to improve visibility and decision-making.
- Advise clients and internal staff members on best practices in relation to payment workstreams.
- Assist in the rollout and adoption of new technology tools and processes that impact the Treasury function.
- Supervise the Treasury team, providing clear direction on deliverables while ensuring consistent service quality.
- Identify and address knowledge gaps and training needs within the team.
- Conduct regular one-on-one meetings, performance reviews, and goal-setting discussions with team members.
- Lead recruitment, onboarding, and training for new hires and junior staff.
- Foster a collaborative and accountable culture through mentoring, knowledge sharing, and cross-training initiatives.
- Ensure team members adhere to internal controls, company policies, and meet compliance, client, and operational requirements.
Requirements
- Prior Treasury or Cash Management experience of at least 2-3 years is required.
- A strong understanding of the Canadian and international banking space in relation to payment types and instructions is required.
- Prior experience in leading and managing a team is required.
- Strong knowledge of Microsoft Excel.
- Strong organizational skills.
- Ability to handle multiple demands, competing priorities, and constant change.
- Ability to communicate effectively and confidently with internal and external stakeholders about best practices for treasury processes and controls.
- Ability to allocate time effectively and manage tight deadlines.
- Ability to manage own time and workload effectively ensuring both internal and external deadlines are met.
- Strategic mindset with experience contributing to or leading the rollout of a new department.
Skills
- Treasury
- Cash Management
- Payment Processes
- Banking Relationships
- Multi-currency Transactions
- FX Processing
- Internal Controls
- Regulatory Guidelines
- Risk Management
- Automation
- System Improvements
- Reporting Capabilities
- Policy Development
- Procedure Development
- KPI Tracking
- Service Metrics
- Mentoring
- Knowledge Sharing
- Cross-training
- Microsoft Excel
Location
- Vancouver
Work Type
- Remote
- Hybrid
Experience Level
- Manager
Salary/Compensations
- Competitive Compensation
- Annual discretionary bonus
Benefits
- Extended Health Benefits
- RRSP Employer Match Program
- Educational Support
- Work-Life Balance
About the Company
- Pinnacle Fund Services is a privately-owned company headquartered in Vancouver that provides high-quality accounting and administrative services to hedge funds, private equity funds, and other investment vehicles in Canada, the United States and internationally.
- Pinnacle provides clients with responsive service and provides employees with a dynamic workplace and career growth potential.
Equal Opportunity
- We are committed to creating a diverse and inclusive workplace and welcome applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, religion, or any other protected status. We believe a diverse workplace is essential for driving innovation and achieving success, and we strive to provide equal opportunities for all employees.