Manager - Business Transformation (Banking and Capital Markets)

CrossCountry Consulting • New York, NY

1d • $107,000 - $236,000 • Hybrid

About The Position

CrossCountry Consulting is hiring a Manager for its Business Transformation practice, supporting banking and capital markets clients. The role leads workstreams and manages day-to-day delivery across capital markets transformation programs, partnering with client stakeholders to analyze processes and data, design target-state solutions, manage testing and user acceptance testing (UAT), and implement automations, particularly in OTC derivatives and securities financing transactions (SFT). The Manager also coaches junior team members.

The position covers operating-model, process, data, and technology work, including optimization of trade and post-trade processes, requirements and specification development, testing, process automation, data analysis, stakeholder engagement, and change management. It also contributes to developing and implementing firm-approved AI-enabled solutions in accordance with company policies on data protection, intellectual property, and professional standards, while staying informed about emerging AI tools and techniques.

The role requires at least five years of experience in management consulting and/or capital markets operations or technology, a bachelor's degree in a relevant business or technical discipline, and strong transformation delivery, process, testing, data, and program-management capabilities. For applicants located in New York, the estimated compensation range is $107,000–$236,000 per year, plus an annual bonus and additional benefits.

Requirements

• At least 5 years of experience in management consulting and/or capital markets operations or technology, with a track record in transformation delivery.
• In-depth understanding of equities, fixed income, derivatives, FX, and alternative assets.
• Understanding of front-to-back trade flows and typical systems and processes across Risk, Finance, and Compliance.
• Strong background in process design and mapping, workflow development, UAT, system configuration and testing, status monitoring, and issue resolution.
• Experience with SQL or Python for analysis and Power BI for visualization, and comfort with automation tools such as Power Automate, Alteryx, and UiPath.
• Working knowledge of governance, RAID, agile ceremonies, and project economics; ability to identify risks, manage expectations, and deliver to plan.
• Strong problem-solving and systems-thinking skills; ability to validate outcomes with clients, share alternative perspectives, and act on feedback.
• Ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards.
• Bachelor's degree in Business, Finance, Information Systems, Information Technology, or another technical discipline.

Nice To Haves

• Familiarity with platforms such as Murex, Calypso/Adenza, Bloomberg, MarkitSERV/DTCC, or Acadia.

Responsibilities

• Plan and lead workstreams across operating model, process, data, and technology; manage scope, milestones, RAID, and cross-team coordination; and conduct scrum for development and defect management.
• Analyze and improve trade capture, lifecycle, positions and P&L, valuation, confirmation, settlement, collateral, asset servicing, reconciliations, and reporting or data services.
• Apply working knowledge of OTC derivatives, SFT—including repo, securities lending, and margin financing—and collateral mechanics.
• Conduct workshops and produce business and functional requirements documents, process flows, and report specifications, including data fields, sources, and formulas or algorithms.
• Create system test plans, manage test execution using JIRA or an equivalent, coordinate UAT with business users, and ensure functionality meets requirements.
• Design and implement process improvements and automation using tools such as Power Automate, Alteryx, Power BI, and UiPath; deliver dashboards and operational insights.
• Support data mapping, migration, controls, visualization, and analytics; use SQL and Python for profiling, analysis, and prototypes where applicable.
• Maintain relationships with stakeholders across Business Management, Sales and Trading, Risk, Legal, Technology and Operations, Compliance, and Client Services; support change management and training.
• Contribute to developing and implementing firm-approved AI-enabled client solutions in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
• Coach junior team members.

Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage.
• Flexible spending accounts.
• 401(k) with company matching.
• Parental and maternity leave policies.
• Technology stipends.
• Wellness reimbursement programs.
• Annual bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager