Strategy and Execution Lead - Financial Operations (4A9501F)
Referment
Referment is working with a global investment and technology firm seeking a Strategy and Execution Lead for its financial operations function. This role sits at the intersection of operating-model design, technology, vendor strategy and programme delivery across middle- and back-office operations. You’ll turn senior leadership priorities into structured, multi-year change programmes. The remit combines analytical problem solving with practical execution: redesigning workflows, aligning front-, middle- and back-office stakeholders, holding strategic service providers accountable, and helping technology and data teams move automation and AI-enabled improvements into production. The Role Shape and lead operating-model projects spanning workflow design, stakeholder alignment and implementation across the trade lifecycle. Develop rigorous recommendations for senior leaders and translate decisions into scalable operational change. Run structured engagement with front-, middle- and back-office teams to surface issues, agree priorities and maintain accountability. Lead governance for strategic service providers through executive forums, working groups, KPI reviews and escalation management. Build programme-management capability within the team and mentor junior colleagues. Partner with technology and data teams to identify and deliver workflow automation, systems integration and generative‑AI opportunities. What We’re Looking For Substantial experience leading complex, multi-year operations or technology programmes involving senior stakeholders; around ten years is preferred. A track record of diagnosing operational problems with business and technology leaders, designing solutions and overseeing implementation. Experience building stakeholder‑engagement and governance models and converting service and performance data into clear action. Strong strategic judgement and the independence to create momentum through ambiguity and organisational constraints. Relevant knowledge of operating-model design, workflow optimisation or technology programme management in middle- or back-office environments, or at a provider serving them. Experience governing a complex strategic vendor relationship is highly preferred. Exposure to reporting and analytics tools, workflow automation, platform data or systems integration would also be valuable. This could suit a financial‑services transformation leader, operations strategy director, senior programme lead or management consultant who has moved beyond recommendations to own implementation. #J-18808-Ljbffr Referment
$225k - $300k
...A global investment and technology development firm is seeking an MBOSS Strategy and Execution Lead, Financial Operations to join its New York office. The firm seeks a strategy and execution lead to join the Middle/Back Office Strategy and Support (MBOSS) team within...OperationsFinancialWork at office- Corebridge Financial is seeking a Managing Director, Ceded Reinsurance to lead the enterprise ceded reinsurance strategy, governance, and partnerships with... ...You will negotiate and execute reinsurance agreements,... ...Bermuda and affiliate operations, build a high-performing...OperationsFinancial
- ...own the analytics infrastructure across Revenue Operations. You will shape business strategy, translate financial targets into operational plans, and ensure alignment... ...reporting cadences, and communicate insights to executives to influence strategic decisions for the...OperationsFinancial
- ...experiences. In this role, you will lead strategy and advocacy across payment... ...team, you will develop and execute multi-year strategies across... ...align priorities, influence operating frameworks, and translate... ...industry associations, peer financial institutions, fintech...OperationsFinancialLocal areaImmediate startRelocationWork visaRelocation package
- ...the role of Vice President AI Strategy Lead. This role is located in New... ..., roadmaps, milestones, and execution plans.Work with business and... ...points, decision gaps, and operating inefficiencies that could be... ...within large enterprises (financial services a plus).Strong problem...OperationsFinancialWorldwideFlexible hours
- ...and measurable. As a Brand Strategy Lead, Global Olympic and... ...end-to-end brand and campaign execution across priority Olympic and... ...Experience with content operations, versioning at scale, and creative... ...About Us Chase is a leading financial services firm, helping nearly...OperationsFinancial
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$141.5k - $176.9k
..., build a legacy, and lead as a global citizen -... ...Description The Lead, Sales Execution functions as a Chief... ..., optimizing operational efficiency, and driving... ...operationalise the AFH Sales strategy, priorities, and... ...risks early (customer, financial, operational, compliance...OperationsFinancialRemote workWorldwideFlexible hours- ...Morgan Stanley is a leading global financial services firm providing a wide range of investment... ...the creation, development and execution of investment strategies, solutions, tools and reporting... ...Advisors, Legal, Risk, Compliance, Operations and senior leadership. We...OperationsFinancialFull timeTemporary workWork experience placementWork at officeWorldwide
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- An established financial services firm in New York seeks a proficient Program Manager to lead and support critical cross-functional initiatives... ...when engaging with senior executives. Proficiency in project... ...understanding of firm operations. #J-18808-Ljbffr Balyasny Asset...OperationsFinancial
- ...Job Description Senior Strategy & Transformation... ...transformation for a leading U.S. bank. This role focuses... ..., planning, and execution of large-scale programs... ...management within banking or financial services. ~ Strong... ...and design to operations, fueled by the fast evolving...OperationsFinancialWork at officeRemote workFlexible hours
- ...Care, LLC seeks a Senior Manager of Outside Lab Operations to own the enterprise program from rollout... ...vendors and workflows, govern cross-functional execution, and monitor performance with scorecards to ensure financial and patient-care outcomes. You will partner with...OperationsFinancial
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$250k - $290k
...combination of transformative strategy, transactions and... ...'s Strategy and Execution sub service line, the Deal Management – Financial Services - Insurance practice... ...successful change of operations, functions and people.... ...member of the team leading and executing operational...OperationsFinancialWork experience placementSummer holidayWork at officeFlexible hours$250k - $290k
...combination of transformative strategy, transactions and... ...'s Strategy and Execution sub service line, the Deal Management - Financial Services practice works... ...successful change of operations, functions and people.... ...vital member of the team leading and executing operational...OperationsFinancialWork experience placementSummer holidayWork at officeFlexible hours$115k - $180k
...OverviewThe Vice President, Finance Strategy & Execution, is a leadership role... ...the future-state Finance operating model. Positioned outside of... ...Act as a thought partner to Financial Controllers, Accounts Payable... ...functional and technical solutions.Lead cross functional working...OperationsFinancialFull timeWork at officeLocal areaRemote workWorldwideShift work$1,000 per month
...management skills. TRAIL Operations Specialists are not... ...following areas: Commercial Strategy - Gain understanding... ...strategies. Lead and coordinate the extended... ...customers. Recommend and execute on recommendations to... ..., including medical, financial, various paid time off...OperationsFinancialRotational programFull timeTemporary work$205k - $250k
...owning and scaling AI as a core operating capability across the... ...leaders, this role defines and leads the AI strategy, ensuring AI is embedded... ...Partners, spanning strategy, execution, adoption, and foundational... ...work experience in Financial Services• Practical experience...OperationsFinancialWork experience placement$134.96k - $202.44k
CSIS Crisis Management Execution Lead - Senior Vice President Location(s): Charlotte, North Carolina... ...where Citi has a business presence or operations, ensuring effective and timely... ...global organization, preferably in the financial services sector Deep understanding of crisis...OperationsFinancialFull timeLocal areaShift work- Guardian Life in New York seeks a specialized, collaborative, and delivery-focused professional to advance the Service and Operational Strategy for Financial Protection and Retirement Solutions. Reporting to the Service and Operations Strategy Leader, you will independently...OperationsFinancial
- ...across our corporate operations, including global real... ...a resource on energy strategy, procurement and sustainable... ...Operations Executive Director, on the Global... ...Estate team, you will lead enterprise-scale energy... ...technical expertise, financial acumen, program leadership...OperationsFinancialTemporary work
$250k - $290k
...combination of transformative strategy, transactions and... ...'s Strategy and Execution sub service line, the Deal Management - Financial Services - Insurance practice... ...successful change of operations, functions and people.... ...member of the team leading and executing operational...OperationsFinancialWork experience placementSummer holidayWork at officeFlexible hours$205k - $235k
...combination of transformative strategy, transactions and... ...'s Strategy and Execution Deal Finance (M&A) practice... ...successful change of operations, functions and people.... .... We are the leading strategic advisor for... ...cash, procure-to-pay, financial systems), and significant...OperationsFinancialWork experience placementSummer holidayWork at officeImmediate startFlexible hours$130k - $185k
...combination of transformative strategy, transactions and corporate... ...EY-Parthenon Strategy and Execution, the Deal Management practice... ...professionals with a background in operations who are serial transaction... ...to support your physical, financial, and emotional well-being....OperationsFinancialWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...drive measurable outcomes.As an executive director cx strategy insights in Card and connected commerce, you lead the enterprise customer... ...across product, marketing, operations, digital, analytics, technology... ...and product development in financial services, loyalty, or technology...OperationsFinancialWork visa
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