Manager - Business Transformation (Banking and Capital Markets)

Job Description

Job Description

CrossCountry Consulting is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join CrossCountry, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

By joining our rapidly growing Business Transformation practice, you will lead front-office and middle-office transformation initiatives across capital markets and banking working closely with business and technology stakeholders including trading desks, market data suppliers, operations and 1LOD teams. You’ll assess and improve end-to-end trading workflows, daily analytics and reporting, translate front-office and operations requirements into practical solutions, and drive change across OMS/EMS, lending, collateral management, payments, risk, P&L, and lifecycle processes.

What You'll Do:

• Workstream leadership: Plan and run workstreams across operating model, process, data, and technology; manage scope, milestones, RAID, and cross-team coordination; conduct scrum for development/defect management.
• Lifecycle optimization: Analyze and improve trade capture, lifecycle, positions/P&L, valuation, confirmation, settlement, collateral, asset servicing, reconciliations, and reporting/data services.
• Domain coverage: Apply working knowledge across OTC derivatives, SFT (repo, securities lending, margin financing) and collateral mechanics.
• Requirements & specs: Conduct workshops, produce BRDs/FRDs, process flows (Visio or similar), and report specifications (data fields, sources, formulas/algorithms).
• Testing & UAT: Create system test plans, manage execution using JIRA (or equivalent), coordinate UAT with business users, and ensure functionality meets requirements.
• Process & automation: Design and implement process improvements and automation leveraging Power Automate, Alteryx, Power BI, UiPath; deliver dashboards and operational insights.
• Data work: Support data mapping, migration, controls, and visualization/analytics ; use SQL/Python for profiling, analysis, and prototypes where applicable.
• Stakeholder engagement: Maintain relationships across Business Management, Sales/Trading, Risk, Legal, Technology & Operations, Compliance, Client Services; support change management and training activities.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

What You'll Bring:

• Experience: 5+ years in management consulting and/or capital markets operations/technology roles with track record in transformation delivery.
• Product knowledge: In-depth understanding of equities, fixed income, derivatives, FX, alternative assets.
• Lifecycle & systems: Understanding of front-to-back trade flows and typical systems/processes across Risk, Finance, and Compliance; familiarity with platforms like Murex, Calypso/Adenza, Bloomberg, MarkitSERV/DTCC, Acadia a plus.
• Execution skills: Strong background in process design/mapping, workflow development, UAT, system configuration/testing, status monitoring, and issue resolution.
• Data & tools: Experience with SQL/Python for analysis and Power BI for visualization; comfort with automation (Power Automate, Alteryx, UiPath).
• Program methods: Working knowledge of governance, RAID, agile ceremonies, and project economics; ability to identify risks, manage expectations, and deliver to plan.
• Mindset: Energetic self-starter with strong problem-solving and systems thinking; validates outcomes with clients, shares alternative perspectives, and acts on feedback.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards

Qualifications:

• Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline

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For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $107,000 - $236,000 per year + annual bonus + additional benefits.

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: - consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. 

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.