Senior Strategy & Execution Lead — Finance Ops & AI Enablement

Referment; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Referment is seeking a Strategy and Execution Lead for its financial operations function. This senior individual contributor role drives operating-model design, technology alignment, and programme delivery across middle- and back-office teams.

You will turn senior leadership priorities into multi-year change programmes, lead governance with senior stakeholders, and mentor colleagues while partnering with technology and data teams to enable automation and AI-enabled improvements in production.

Qualifications

• Substantial experience leading complex, multi-year operations or technology programmes involving senior stakeholders; 10–15 years of experience is preferred.
• Direct experience and deep domain knowledge of the core Trade Lifecycle, including Front, Middle, and Back Office operations.
• Hands-on contributor with ability to diagnose problems, design solutions, and oversee implementation through to completion.
• Experience building governance models and translating service/performance data into actionable steps.
• Ability to create momentum through ambiguity and organisational constraints in strategic initiatives.
• Knowledge of operating-model design, workflow optimisation or technology programme management in middle- or back-office environments.

Responsibilities

• Shape and lead operating-model projects spanning workflow design and implementation across the trade lifecycle.
• Develop rigorous recommendations for senior leaders and translate decisions into scalable changes.
• Run structured engagement with front-, middle-, and back-office teams to surface issues and priorities.
• Lead governance for strategic service providers through executive forums and KPI reviews.
• Build programme-management capability and mentor colleagues as a senior practitioner.
• Partner with technology and data teams to deliver workflow automation and AI-enabled improvements.

Skills

Program management

Stakeholder management

Governance models

Operating-model design

Workflow optimization

Technology programme management

Generative AI

Data analytics

Strategic judgment

Job description

Referment is seeking a Strategy and Execution Lead for its financial operations function. This senior individual contributor role drives operating-model design, technology alignment, and programme delivery across middle- and back-office teams.

You will turn senior leadership priorities into multi-year change programmes, lead governance with senior stakeholders, and mentor colleagues while partnering with technology and data teams to enable automation and AI-enabled improvements in production.