Manager - Business Transformation (Banking and Capital Markets)

CrossCountry Consulting; New York (NY); Hybrid; USD 107,000 - 236,000; Full time

Benefits offered by this job

Healthcare options

401(k) matching

Parental/maternity leave

Technology stipends

Wellness programs

Job summary

CrossCountry Consulting is the transformation partner for the Office of the CFO, helping Fortune 500s and private-equity-backed firms modernize workflows and maximize transaction value. You will lead front- and middle-office transformation initiatives across capital markets, working with trading desks, market data, operations, and 1LOD teams.

You will drive end-to-end improvements in trade capture, lifecycle, P&L, and settlement, applying AI-enabled approaches and automation to dashboards,

Qualifications

• Bachelor’s degree in business, finance, IS, IT, or related technical discipline.
• 5+ years in consulting or capital markets ops/tech with transformation delivery.
• Deep knowledge of equities, fixed income, derivatives, FX, and alternatives.
• Experience with data mapping, governance, and cross-functional stakeholder engagement.

Responsibilities

• Lead workstreams across operating model, process, data, and technology.
• Analyze and optimize trade lifecycle, P&L, and reporting data services.
• Cover OTC derivatives, SFTs, and collateral mechanics domain areas.
• Run workshops, produce BRDs/FRDs, and specify reports and data fields.
• Create test plans, coordinate UAT with business users, ensure requirements fit.
• Design automation using Power Automate, Alteryx, Power BI, UiPath.
• Support data mapping, profiling, and visualization with SQL/Python.
• Engage stakeholders across functions and drive change management.

Skills

5+ years experience

Capital markets knowledge

Trade lifecycle

Process design

SQL/Python

Governance & Agile

Self-starter

AI tools

Learning mindset

Education

Bachelor’s degree

Tools

Power BI

Alteryx

UiPath

JIRA

Visio

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 - $236,000per year + annual bonus + additional benefits.

Benefits Summary

• comprehensive healthcare options, including medical, dental, and vision coverage
• flexible spending accounts
• a 401(k) with company matching
• generous parental and maternity leave policies
• technology stipends
• wellness reimbursement programs

For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employeesand 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.