Careers

Job Overview

We are seeking a dynamic Director of Business Development to join our team to drive-top line growth of Hazeltree’s Treasury Management System. The candidate will generate and drive new business opportunities with prospective clients. This role is ideal for someone who thrives on building relationships, educating end-users and driving home the value of Hazeltree treasury technology. As a key client champion, you will act as a trusted advisor to investment firms, helping them optimize financial performance and operations through our innovative platform.

Key Responsibilities

• Pipeline Development:
• • Establish trusting relationships with key decision-makers at hedge funds and private market firms.
  • Understand client business objectives, challenges, and evolving needs to maximize engagement.
• Treasury & Product Expertise:
• • Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry.
  • Educate prospective clients on best practices and help them fully leverage our solutions.
• Cross-Functional Collaboration:
• • Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
  • Provide insights and feedback that directly shape the evolution of our platform and services.

Qualifications

• Education:
• • Bachelor’s degree in Finance, Accounting, Business, or a related field.
• Experience:
• • 5+ years of experience in business development, prime brokerage, treasury management, or a related role.
  • Experience working with hedge funds, private equity firms, or financial services is highly desirable.

Skills & Competencies:

• Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
• Partnership Mindset: Passion for building rapport and trust with new client relationships.
• Financial Acumen: Strong understanding of financial products and investment management dynamics.
• Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
• Communication Skills: Exceptional communication, presentation, and interpersonal skills.
• Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
• Organizational Excellence: Highly organized, self-starter with strong time management skills.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Responsible for finding and developing leads and sales opportunities for the Data Insights solutions in the EMEA region
• Successfully attain and exceed an allocated annual sales quota
• Account manage existing and future Data Insights subscribers in the EMEA Region
• Liaise with Data Insights division team members to manage renewals, query responses, operational alerts, relationship management issues
• Support Head of Data Insights on strategic development of the Data Insights and associated products
• Represent Hazeltree and the Data Insights solution at approved conferences
• Work closely with other Company groups to effectively succeed in the role

Qualifications

• Experience requirements:
• • 5+ years of experience in selling data suite offerings to investment firms
  • In-depth knowledge of the functioning of the Capital Markets eco-system
  • Significant number of contacts in both the buyside and sellside in EMEA
  • Salesforce, Excel and associated software skills
• Personal Requirements
• • University degree
  • Second language a plus
  • Excellent communication skills both written and oral
• Skills & Competencies:
• • Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
  • Partnership Mindset: Passion for building rapport and trust with new client relationships.
  • Financial Acumen: Strong understanding of financial products and investment management dynamics.
  • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
  • Communication Skills: Exceptional communication, presentation, and interpersonal skills.
  • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
  • Organizational Excellence: Highly organized, self-starter with strong time management skills.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Client Relationship Management:
• Forge deep relationships with key decision-makers at hedge funds and private market firms.
• Understand client business objectives, challenges, and evolving needs to maximize engagement.
• Strategic Growth & Revenue Expansion:
• Identify upsell and cross-sell opportunities, expanding Hazeltree’s footprint within existing accounts.
• Contribute directly to revenue growth by aligning clients with solutions that enhance their financial performance.
• Treasury & Product Expertise:
• Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry.
• Educate clients on best practices and help them fully leverage our solutions.
• Client Success & Retention:
• Proactively address client needs, provide expert training, and ensure seamless ongoing support.
• Drive platform adoption and maximize customer satisfaction.
• Cross-Functional Collaboration:
• Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
• Provide insights and feedback that directly shape the evolution of our platform and services.

Qualifications

• Education
• • Bachelor’s degree in Finance, Business, or a related field.
• Experience
• • 5+ years of experience in client success, account management, or a related role.
  • Experience working with hedge funds, private equity firms, or financial services is highly desirable.
• Skills & Competencies
• • Relationship Mastery: Proven ability to build rapport, foster trust, and nurture long-term client relationships.
  • Sales & Growth Mindset: Passion for identifying opportunities and driving revenue growth through upselling and cross-selling.
  • Financial Acumen: Strong understanding of financial products and investment management dynamics.
  • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
  • Communication Skills: Exceptional communication, presentation, and interpersonal skills.
  • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
  • Organizational Excellence: Highly organized, self-starter with strong time management skills.
• Bonus Points:
• • Experience working with hedge funds or private equity firms.
  • Familiarity with treasury management principles and best practices.
  • Experience with CRM systems (e.g., Salesforce, ChurnZero, Zendesk).

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Client Onboarding & Implementation
• • Lead the end-to-end implementation process for private market clients, ensuring a smooth and efficient transition to Hazeltree’s platform.
  • Customize workflows and solutions to align with client needs and financial operations.
• Project Management & Execution
• • Manage multiple client implementations simultaneously, tracking progress, timelines, budgets, and resources.
  • Drive projects to completion with a focus on quality, efficiency, and client satisfaction.
• Client Relationship Management
• • Build and maintain strong, trusted relationships with key clients, understanding their unique requirements and challenges.
  • Act as the primary point of contact for clients throughout the onboarding process.
• Process Optimization & Continuous Improvement
• • Collaborate with internal teams across New York, London, Bournemouth, and Hong Kong to refine the onboarding experience.
  • Contribute to enhancements in data delivery, workflow efficiency, and overall implementation strategies.
• Cross-Functional Collaboration
• • Work closely with Product, Engineering, and Sales teams to ensure seamless handoffs and client success.
  • Provide feedback to improve platform functionalities and user experience.

Qualifications

• Education
• • Bachelor’s degree in Finance, Business, Technology, or a related field.
• Experience
• • Minimum 5+ years of project management, client onboarding, or implementation experience within financial services, fintech, or treasury management.
  • Strong understanding of financial products and investment management processes.
• Skills & Competencies
• • Project Management Expertise: Ability to manage multiple projects, meet deadlines, and drive client success.
  • Client-Centric Approach: Strong relationship-building skills with a focus on client satisfaction and engagement.
  • Technical Acumen: Proficiency in Excel; experience or interest in SQL and data management is a plus.
  • Communication Skills: Ability to clearly articulate complex financial and technical information to both technical and non-technical audiences.
  • Problem-Solving Mindset: Ability to analyze challenges and implement effective solutions.
  • Self-Motivation & Growth Mindset: Eagerness to learn and build a long-term career in project management and client services.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan.
• Opportunities for professional development and career advancement.
• A collaborative and dynamic work environment with global exposure.

Qualifications:

• 4-5 years of experience in a client-facing role within the tech industry, with a focus on project management and consulting.
• Technical proficiency to quickly grasp new concepts, build product knowledge, and translate requirements for product development.
• Highly organized with strong multitasking abilities, capable of prioritizing competing projects and timelines effectively.
• Excellent verbal and written communication skills for both internal and client-facing interactions, with the ability to convey technical information to diverse audiences.
• Proven problem-solving skills with the ability to identify and address flawed processes and implement scalable solutions.
• Experience developing cross-team processes and documentation with meticulous attention to detail.
• Experience working with hedge funds and private equity firms is highly desirable.
• Bachelor’s or Master’s degree preferred.

Responsibilities:

• Serve as the primary point of contact and expert for clients during onboarding and implementation processes.
• Act as a trusted advisor, providing technical and operational guidance to clients to maximize the impact of our products on their business.
• Collaborate closely with Product Development, Engineering, and other internal teams to enhance product functionality for client onboarding and growth.
• Manage client-facing communication across various organizational levels, including executives, project leads, and operational teams.
• Lead the creation of detailed project plans and oversee partner meetings, client trainings, and in-person engagements.
• Utilize strong project management capabilities to coordinate all aspects of the onboarding process, including data ingestion setup, workflow configuration, and ongoing support.
• Demonstrate advanced knowledge of financial instruments (specifically cash and cash equivalents) and operational processes related to cash/treasury management and be proficient in understanding complex financial workflows related to treasury management.
• Understanding of financial institutions and account types/structures (banks, prime brokers, custodians, ISDA counterparties, credit facilities, etc.); ability to oversee data connectivity requirements and work with data connectivity team to source client data.
• Flexibility to travel as needed to support clients across different regions.

Key Responsibilities

• Strategic Financial Leadership
• • Partner with the CFO to influence financial strategy and decision-making.
  • Provide insights and recommendations to drive organizational growth and profitability.
• Budgeting and Forecasting
• • Own and manage budgeting and forecasting processes
  • Prepare detailed financial reports, projections, and analysis to guide business planning.
• Month-End Close Management
• • Oversee the monthly financial close process conducted by our outsourced team.
  • Ensure financial accuracy, compliance, and timely completion of financial statements.
• Financial Operations Development
• • Develop and enhance financial operations across organisation including accounts receivable (AR) and accounts payable (AP), including international entities
  • Implement best practices and streamline financial processes to enhance efficiency.
• Compliance and Reporting
• • Ensure adherence to accounting standards and regulatory requirements.
  • Coordinate with external auditors and manage audit processes.
• Cross-Functional Collaboration
• • Partner with various departments to support financial initiatives.
  • Provide financial guidance and reporting to operational teams.
• Other Finance and Accounting Activities
• • Participate in special projects as assigned
  • Continuously seek opportunities to improve financial systems and procedures.

Qualifications & Requirements

Technical & Industry Knowledge

• Strong understanding of financial principles, accounting standards, and regulatory requirements.
• Proficiency in financial software and advanced Excel skills.
• Experience with budgeting, forecasting, and financial analysis.

Soft Skills

• Analytical & Problem-Solving: Strong ability to analyze financial data and develop strategic recommendations.
• Communication: Excellent interpersonal and presentation skills to engage with stakeholders at all levels.
• Collaboration: Ability to work cross-functionally in a fast-paced environment.
• Attention to Detail: High level of accuracy and integrity in financial reporting.

Education & Experience

• Bachelor’s degree in Finance, Accounting, or a related field.
• CPA or MBA is a plus.
• 5+ years of experience in finance and accounting roles.
• Prior experience working in start-ups.
• Experience with international entities is highly desirable.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Security & DevOps Integration
• • Support and extend the secured CI/CD pipeline to enhance development security.
  • Work with development teams to optimize infrastructure security.
• Cloud & Infrastructure Security
• • Maintain and secure AWS cloud infrastructure for clients and internal operations.
  • Automate AWS infrastructure builds following CIS hardening standards.
  • Ensure top-tier security configuration, access management, and incident response on cloud platforms.
• Operational Support & Incident Response
• • Support business-critical Windows and Linux-based environments.
  • Monitor and respond to security alerts across Infosec, servers, firewalls, and applications.
  • Conduct continuous monitoring of internal and third-party information security controls.
• Threat & Vulnerability Management
• • Assess SAST (Static Application Security Testing) and DAST (Dynamic Application Security Testing) scans.
  • Implement remediation and mitigation strategies in collaboration with development teams.
  • Maintain network security protocols, firewalls, and threat management platforms.
• Compliance & Risk Management
• • Ensure compliance with ISO 27001:2022, SOC1 Type2, and SOC2 Type2 standards.
  • Provide support for security audits, policy implementation, and KPI/KRI monitoring.

Qualifications & Requirements

Technical Skills:

• Cloud & Security Expertise
• • Hands-on experience with AWS (or other cloud-based solutions).
  • Strong understanding of secured Software Development Lifecycle (SDLC) and CI/CD platforms.
  • Familiarity with OWASP, CIS frameworks, and security best practices.
• Infrastructure & Scripting Knowledge
• • Proficiency in Microsoft platforms (Office 365, IIS, .NET, SQL Server, Windows Server, Active Directory).
  • Strong scripting skills in PowerShell (highly beneficial).
  • Experience with Cloud-based security tools (email security gateways, IAM, endpoint security, threat management).
• DevOps & IT Service Management (ITSM)
• • Experience with Jira (Atlassian automation), ServiceNow, or other ITSM platforms.
  • Understanding of incident management processes and security KPIs.
• Networking & Compliance
• • Strong knowledge of network security protocols, vulnerability management, and firewalls.
  • Proven experience in security compliance frameworks and industry regulations.

Soft Skills:

• Analytical & Problem-Solving: Ability to analyze security risks and develop practical solutions.
• Communication: Ability to explain complex security topics to both technical and non-technical stakeholders.
• Collaboration: Experience working in cross-functional teams with a proactive, team-first mindset.
• Adaptability & Resilience: Ability to stay composed and think strategically in high-pressure situations.
• Ethical Integrity: Strong sense of responsibility for data confidentiality and compliance with privacy regulations.

Education & Certifications:

• Bachelor’s degree in Computer Engineering, Cybersecurity, or a related field.
• 3+ years of experience in a DevOps or DevSecOps role.
• Bonus Certifications (Preferred, not required):
• AWS Certified DevOps Engineer
• AWS Solutions Architect
• AWS SysOps Administrator
• Certified DevSecOps or other security-related certifications

What We Offer

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement savings plan with employer contributions.
• Opportunities for professional growth, training, and certifications.
• A dynamic and collaborative work environment at the forefront of cloud security and treasury technology.