Manager – Business Transformation, Banking and Capital Markets

CrossCountry Consulting

. Lead workstreams and manage day-to-day delivery across capital markets transformation programs .

Posted 11/9/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $107,000 - $236,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in capital markets transformation, focusing on process design, data analysis, and technology implementation. Proficient in managing cross-functional teams and delivering projects that enhance operational efficiency and compliance.

Highest-signal resume keywords

Capital Markets TransformationProcess Design/MappingSQL/Python AnalysisPower BI VisualizationAgile Project Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade Capture AnalysisLifecycle ManagementDefect ManagementData MappingWorkflow DevelopmentSystem Configuration/TestingRisk ManagementChange ManagementAI Tool AdoptionClient Solutions Development

Soft Skills

Team LeadershipCommunicationCoachingExpectation ManagementOpenness to Learning

Tools & Technologies

JIRAPower AutomateAlteryxUiPathMurexCalypso/AdenzaBloombergMarkitSERV/DTCCAcadia

Industry Keywords

OTC DerivativesSecurities LendingMargin FinancingCollateral MechanicsEquitiesFixed IncomeDerivativesFXAlternative AssetsCompliance

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Lead workstreams and manage day-to-day delivery across capital markets transformation programs
Plan and run workstreams across operating model, process, data, and technology
Manage scope, milestones, RAID, cross-team coordination, scrum, development, and defect management
Analyze and improve trade capture, lifecycle, positions/P&L, valuation, confirmation, settlement, collateral, asset servicing, reconciliations, and reporting/data services
Apply working knowledge across OTC derivatives, SFT, repo, securities lending, margin financing, and collateral mechanics
Conduct workshops and produce BRDs/FRDs, process flows, and report specifications
Create system test plans, manage execution using JIRA or equivalent, coordinate UAT, and ensure functionality meets requirements
Design and implement process improvements and automation using Power Automate, Alteryx, Power BI, and UiPath
Support data mapping, migration, controls, visualization, and analytics using SQL/Python where applicable
Maintain relationships across Business Management, Sales/Trading, Risk, Legal, Technology & Operations, Compliance, and Client Services
Support change management and training activities
Contribute to firm-approved AI-enabled client solutions in accordance with data protection, intellectual property, and professional standards
Identify compliant opportunities to use emerging AI tools to enhance client solutions and internal processes
Coach junior team members

Requirements

What you’ll need

5+ years in management consulting and/or capital markets operations/technology roles 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/processes across Risk, Finance, and Compliance
Familiarity with Murex, Calypso/Adenza, Bloomberg, MarkitSERV/DTCC, and Acadia is a plus
Strong background in process design/mapping, workflow development, UAT, system configuration/testing, status monitoring, and issue resolution
Experience with SQL/Python for analysis and Power BI for visualization
Comfort with 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
Demonstrated ability to responsibly explore and adopt firm-approved AI tools
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

Benefits

Comp & perks

Annual bonus
Comprehensive medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs