Quick overview
Job description
Role Overview
We are seeking a senior trust, custody, and treasury professional to serve as Chief Trust Officer and Treasurer for an OCC-chartered trust bank and a state-chartered trust bank. This role combines responsibility for the safety and control of client assets with oversight of the bank’s treasury operations, balance sheet, capital, and liquidity.
The successful candidate will bring deep experience in digital-asset custody and treasury operations, sound judgment in regulated environments, and the ability to operate effectively in a growing, cross-functional organization.
Key Responsibilities
- Serve as Trust Officer and Treasurer, subject to applicable regulatory approval and required vetting.
- Oversee fund movements, ensuring appropriate controls, documentation, and approvals.
- Oversee account reconciliations and help ensure client assets are safeguarded, accurately recorded, and supported by strong financial controls.
- Oversee bank accounts and treasury operations, including management of the balance sheet and capital and liquidity buffers.
- Partner with Legal, Compliance, Finance, Operations, Product, and senior leadership on regulatory expectations, controls, and operating readiness.
- Support the design, implementation, and ongoing improvement of custody, treasury, reconciliation, and financial-control processes.
- Prepare for and support financial-statement, custody, SOC, and other applicable audits and regulatory reviews.
Required Qualifications
- At least 10 years of relevant professional experience in digital-asset custody, treasury operations, banking, trust, or closely related fields.
- Demonstrated experience with digital-asset custody and treasury operations; experience at a crypto custodian, regulated trust company, or bank is strongly valued.
- Experience working with the OCC or a state banking regulator, or directly supporting a regulated trust or banking organization through regulatory requirements.
- Strong understanding of bank accounts, balance-sheet management, capital, liquidity, reconciliations, and financial controls.
- Ability to be based in Chicago and work from the Chicago office as needed in a hybrid environment.
- Ability to pass required government background checks relating to financial condition and character.
Preferred Qualifications
- Experience working for or with a digital-asset custodian.
- Experience with custody of traditional assets, combined with a demonstrated willingness and ability to develop deep expertise in crypto custody.
- Experience supporting financial-statement audits, custody audits, SOC audits, or similar control assessments.
- Experience in a regulated trust company or bank, even if the experience is outside digital assets.
- Experience operating in a lean, high-growth environment where the role requires practical judgment, ownership, and close cross-functional collaboration.
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