Manager - Business Transformation (Banking and Capital Markets) (NY) jobs in United States
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CrossCountry Consulting · 1 week ago

Manager - Business Transformation (Banking and Capital Markets) (NY)

CrossCountry Consulting is an advisory firm dedicated to creating a positive experience for clients and employees alike. The Manager - Business Transformation will assess and enhance clients' banking and capital markets businesses, modernizing their operating models and driving performance improvements through collaboration and process optimization.

AccountingConsultingFinanceRisk Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments
Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement
Participate in process improvement, process automation, and operating model design, as well as data management and model optimization
Manage expansive transformation programs impacting front-to-back with multiple workstreams, identifying risks, managing clients’ expectations, and ensuring program execution within deadlines and budget
Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies
Create system test plans and conduct testing leveraging testing tools such as JIRA
Conduct current state/future state gap analysis for individual business areas
Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports
Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, 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
Drive project management activities including status reporting or maintain RAID logs, and conduct scrum meetings for defect/development management
Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and assisting project teams in resolving multi-faceted issues

Qualification

Business transformationBankingCapital marketsProcess improvementData managementAI tools familiarityProject managementMentoringCollaborationContinuous learning

Required

5+ years of relevant experience in professional services management consulting
Familiarity with a range of financial products, including lending, finance, derivatives, equities, and fixed income, foreign exchange, and commodities
Strong knowledge of various industries, encompassing investment banking, commercial banking, broker-dealers, custody, fund administration, and investment management
Demonstrated expertise in banking and capital markets, covering the trade and client lifecycle, and familiarity with typical systems and downstream processes (Risk, Finance, Compliance, etc.)
Background in one or more of the following areas: operations improvement, business process improvement, data management, business analysis, change management, program/project management, and/or regulatory compliance
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
Bachelor's degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline

Benefits

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

Company

CrossCountry Consulting

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CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.

H1B Sponsorship

CrossCountry Consulting has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (7)
2023 (4)
2022 (7)
2021 (15)
2020 (10)

Funding

Current Stage
Late Stage
Total Funding
$1.5M
2022-12-06Acquired
2021-02-11Series Unknown· $1.5M

Leadership Team

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Erik Linn
Co-Founder and Managing Partner
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Amy M. Seibel
Chief Financial Officer
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Company data provided by crunchbase