Manager - Business Transformation - Technology Project Manager (Banking & Capital Markets)

Cross Country Consulting; New York (NY); On-site; USD 80,000 - 140,000; Full time

Job summary

An established industry player is seeking a Manager for Business Transformation in the Banking & Capital Markets sector. This role offers the opportunity to work with high-performing teams to analyze and enhance capital markets businesses, providing tailored solutions to complex challenges. With a strong focus on collaboration and innovation, you will spearhead transformation projects, interface with clients at all levels, and contribute to the development of new offerings. Join a dynamic environment that values enthusiasm and creativity, and make a significant impact in the financial services industry.

Qualifications

• 5+ years in financial services or advisory roles, with strong project management experience.
• Proficient in Agile methodologies and software development lifecycle.

Responsibilities

• Analyze and enhance clients’ capital markets businesses and processes.
• Lead transformation projects from strategic planning to execution.

Skills

Project Management

Agile Methodologies

Business Analysis

Financial Services Knowledge

Communication Skills

Strategic Planning

Problem-Solving

Collaboration

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business

Bachelor’s degree in Finance

Bachelor’s degree in Information Systems

Bachelor’s degree in Information Technology

Tools

Microsoft Visio

JIRA

Job description

Manager - Business Transformation - Technology Project Manager (Banking & Capital Markets)

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.

By joining our rapidly growing Business Transformation - Banking & Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

What You'll Do:

• Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies.
• Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services.
• Solve challenging and complex issues at the intersection of business & IT focused on rapid development while collaborating with other functional areas for further improvement.
• Spearhead and lead at every stage of transformation projects, from strategic planning to execution regarding IT strategy, organizational development, performance improvement, Digital (IT) strategies and/or technology-driven transformation programs.
• Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus.
• Conduct current state/future state gap analysis for individual business areas.
• Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio.
• Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.).
• Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report.
• Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect/development management.
• Create system test plans and perform testing, being familiar with testing tools such as JIRA.
• Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements.
• Provide insight to clients’ teams in industry leading practices.
• Assist with training and other change management activities, including development of materials/communications.
• Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development.

What You'll Bring:

• Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline.
• 5+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization.
• Knowledge of the software development lifecycle (SDLC), including requirements analysis, design, development, testing, deployment, and maintenance, to effectively manage technology projects from inception to completion.
• Experience with Agile frameworks such as Scrum, including knowledge of Agile principles, practices, and ceremonies, to facilitate iterative and incremental project delivery.
• Familiarity with IT infrastructure components such as servers, networks, databases, and middleware, and their roles in supporting technology projects and applications within financial services organizations.
• Strong strategic planning skills with past experience working with C-Suite executives to build out Organizational Level Strategic Roadmaps.
• Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities.
• Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management.
• Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance).
• Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance.
• Business acumen with a strong understanding of business processes, as well as information systems.
• Professionalism and discretion in interacting with executives and clients.
• Proven track record of showing initiative.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational skills.
• Creativity, confidence, and flexibility.
• High energy, enthusiasm, and an entrepreneurial spirit.

Qualifications:

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