Business Execution Consultant - Contingent

Position: Business Execution Consultant 4 - Contingent
Position:
Business Execution Consultant 4 - Contingent

Location:

Charlotte, North Carolina Hybrid role:
Ability to work 3 days onsite and 2 days remote in Charlotte, North Carolina. Pay Range: $55 - $60/ hour on W2 Duration:
Contract Job  Job Overview:
In this contingent Business Execution Consultant 4 role, you will consult on complex, large-scale business execution initiatives within a banking and financial services environment, with a strong focus on regulatory records management and information lifecycle management. You will review and analyze multi-faceted, longer-term business execution challenges, drive initiatives to ensure compliance with records retention and regulatory recordkeeping requirements, and partner closely with business, technology, data, and governance teams.

This hybrid position requires a blend of strategic planning, project management, regulatory and compliance expertise, and strong collaboration skills to effectively implement change across stakeholder groups. Responsibilities:
Consult on complex business execution initiatives with broad impact and large-scale planning requirements. Review and analyze complex, multi-faceted, larger-scale or longer-term business execution challenges, including those involving intangibles or unprecedented factors. Contribute to the resolution of complex situations by applying a solid understanding of functional policies, procedures, and compliance requirements. Strategically collaborate and consult with client personnel and key stakeholders across business, technology, data, and governance teams.

Drive regulatory records and recordkeeping initiatives to support compliance with records retention and regulatory recordkeeping obligations. Perform records identification and classification activities, including applying retention schedules and recordkeeping requirements. Manage and support data remediation work streams related to records and information lifecycle management. Coordinate the movement of data and records into appropriate retention repositories and technology-enabled recordkeeping environments. Support technology migration initiatives through records governance, classification, and data management activities.

Partner with business stakeholders and technology teams to implement change and drive outcomes across multiple stakeholder groups. Manage projects and work streams with multiple stakeholders, ensuring timelines, deliverables, and regulatory expectations are met. Facilitate discussions with business partners to clarify requirements, resolve issues, and align on priorities. Leverage understanding of financial markets workflows, trade generation, and trade lifecycle events to align records and regulatory obligations.

Work with structured data applications, data repositories, and technology platforms that support recordkeeping and information lifecycle management. Demonstrate strong collaboration and business-facing skills, with the ability to influence, effect, and implement change.

Qualifications:

5 years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work or consulting experience, training, military experience, or education. Experience in regulatory records management and information lifecycle management within banking, capital markets, broker-dealer, or broader financial services compliance environments. Proven ability to prioritize projects and manage multiple work streams simultaneously.

Experience with change management and project management, including driving initiatives from planning through execution. Background in compliance and governance, including governance and regulatory frameworks.

Experience with records compliance, records management, and records/information management practices. Familiarity with regulatory and compliance requirements, including regulatory change management and regulatory recordkeeping obligations. Understanding of trade lifecycle processes, financial markets workflows, trade generation, and associated records and regulatory obligations. Comfort working with structured data applications, data repositories, and technology-enabled recordkeeping environments. Experience supporting or leading migration initiatives involving data and records movement into retention repositories or new platforms.

Demonstrated ability to lead or contribute to records governance programs and records classification exercises. Strong self-starter mindset with the ability to work…