Business Execution Consultant - Hybrid

Genesis10•Charlotte, NC
•$51 - $59•Hybrid

About The Position

Genesis10 is seeking a Business Execution Consultant for a 12+ month contract opportunity with a Global Financial Institution in Charlotte, NC. This role focuses on Regulatory Records Management and Information Lifecycle Management within a banking and financial services environment. The consultant will drive initiatives to ensure compliance with records retention and regulatory recordkeeping requirements, collaborating with business, technology, data, and governance teams.

Requirements

  • 5+ years of Business Execution, Implementation, or Strategic Planning experience
  • Experience in a mix of regulatory record/recordkeeping, trade lifecycle, technology, and data and records
  • Proven ability to lead records governance programs, perform records classification exercises, and apply retention schedules
  • Understanding of financial markets workflows, trade generation, and lifecycle events
  • Comfortable working with structured data applications, technology-enabled recordkeeping environments, and data repositories
  • Strong project management discipline, attention to detail, and ability to effect and implement change
  • Background in Banking, Capital Markets, Broker Dealer, or Financial Services Compliance

Nice To Haves

  • Series 99 desirable

Responsibilities

  • Consult on complex initiatives with broad impact and large-scale planning for Business Execution
  • Drive regulatory records and recordkeeping initiatives
  • Support compliance with records retention and regulatory recordkeeping obligations
  • Perform records identification and classification activities
  • Manage data remediation workstreams and coordinate movement of data and records into retention repositories
  • Support technology migration initiatives through records governance and classification activities
  • Partner with business stakeholders and technology teams to implement change
  • Manage projects and workstreams with multiple stakeholders
  • Work directly with business partners to facilitate discussions and drive outcomes

Benefits

  • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
  • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
  • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
  • Behavioral Health Platform
  • Medical, Dental, Vision
  • Health Savings Account
  • Voluntary Hospital Indemnity (Critical Illness & Accident)
  • Voluntary Term Life Insurance
  • 401K
  • Sick Pay (for applicable states/municipalities)
  • Commuter Benefits (Dallas, NYC, SF, and Illinois)
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