Strategic Execution Lead, Operations Transformation

Referment; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Referment is partnering with a global investment and technology firm to fill a Strategy and Execution Lead role in its financial operations function. The senior individual contributor will translate leadership priorities into multi-year change programmes, aligning front-, middle- and back-office stakeholders and driving automation and AI-enabled improvements.

You’ll shape operating-model design, governance with service providers, and deliver tangible results through hands-on execution and

Qualifications

• 10–15 years in leading complex ops or tech programmes.
• Deep knowledge of core Trade Lifecycle (Front, Middle, Back Office).
• Hands-on IC capable of diagnosing problems and delivering solutions.

Responsibilities

• Lead operating-model projects across workflow design and implementation.
• Develop rigorous recommendations for senior leadership and translate to scalable changes.
• Engage with front-, middle-, back-office teams to surface issues and set priorities.
• Govern strategic service providers through governance forums and KPI reviews.
• Build programme-management capability and mentor colleagues as a senior practitioner.
• Partner with tech and data teams to drive workflow automation and AI opportunities.

Skills

Strategic leadership

Programme management

Stakeholder governance

Operational redesign

Hands-on IC

Generative AI knowledge

Tools

Generative AI tools

Workflow automation

Data analytics

Job description

Referment is partnering with a global investment and technology firm to fill a Strategy and Execution Lead role in its financial operations function. The senior individual contributor will translate leadership priorities into multi-year change programmes, aligning front-, middle- and back-office stakeholders and driving automation and AI-enabled improvements.

You’ll shape operating-model design, governance with service providers, and deliver tangible results through hands-on execution and