Strategy and Execution Lead – Financial Operations (8E467FD)

Referment; New York (NY); On-site; USD 140,000 - 220,000; Full time

Job summary

Referment is seeking a Strategy and Execution Lead for its financial operations function. You will shape operating-model projects across the trade lifecycle, working directly with senior leaders to deliver multi-year change programmes and drive practical, scalable solutions.

The role blends analytical problem solving with execution, focusing on workflows, governance, automation, and AI-enabled improvements across front-, middle-, and back-office teams.

Qualifications

• Substantial experience leading complex, multi-year programmes with senior stakeholders.
• Deep knowledge of the Trade Lifecycle across Front, Middle and Back Office.
• Hands-on IC who diagnoses problems, designs solutions and leads implementation.
• Experience building governance models and turning data into action.
• Experience with operating-model design and workflow optimization in financial ops.

Responsibilities

• 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 and mentor colleagues as a senior practitioner within the function.
• Partner with technology and data teams to identify and deliver workflow automation, systems integration and generative-AI opportunities.

Skills

Program management

Stakeholder mgmt

Strategic thinking

Leadership

Change management

Analytics

Generative AI

Tools

Generative AI tools

Workflow automation tools

Data analytics tools

Job description

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. This is a senior individual contributor role designed for a hands-on practitioner who excels at direct execution and project ownership.

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 and provide mentorship to colleagues as a senior practitioner within the function.
• 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; between 10 and 15 years of experience is preferred.
• Direct experience and deep domain knowledge of the core Trade Lifecycle, including Front, Middle, and Back Office operations.
• A proven track record as a hands-on individual contributor who can diagnose operational problems, design solutions, and oversee implementation through to completion.
• 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.

Experience governing a complex strategic vendor relationship is highly preferred. Hands‑on experience as a practitioner with Generative AI tools and a track record of using them to drive measurable efficiency improvements would be highly valuable. Exposure to reporting and analytics tools, workflow automation, platform data or systems integration is also beneficial.

This role is ideal for a financial‑services transformation leader, operations strategy director, or senior programme lead who thrives in an individual contributor capacity. We are particularly interested in management consultants who have successfully moved beyond recommendations to own internal implementation and delivery.

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