Senior Director, Treasury & Investments

In close partnership with the SVP Finance and Administration (F&A), this position leads the development and implementation of FINRA’s investment strategy across multiple investment portfolios totaling over $4 billion in assets. These activities include, but are not limited to: strategic program oversight, team and vendor management, independent due diligence and market analysis, and operational functions related to FINRA’s investment portfolios, which include the Reserve portfolio, FINRA’s defined benefit and defined contribution plans, and the FINRA Investor Education Foundation. The role maintains strong relationships with investment consultants, investment managers, and custodians, and serves as the liaison between these partners and the SVP F&A. This role must stay abreast of trends and best practices, to continuously explore and advise on evolving approaches to the investment process.

Finra